Work Experience.
I started in economic policy research before finding my love for investing and finance. I’ve been chasing tech, enterprise, sustainability trends and investments ever since, in both the public and private markets.
Corporate Development Intern @ Zoom
June 2021 - May 2022. San Jose, CA
Evaluated over 100+ applicants to the Zoom Apps Fund (Zoom’s 100M venture fund) for potential future investments
Performed deep dives into the employee experience and video content management space, sourcing 20+ M&A opportunities for each space
Investment Banking Analyst Intern @ Silverwood Partners
March 2021 - June 2021. Boston, MA
Assisted on a live deal for beverage technology company through performing market research for the company’s CIM
Sourced over 150 potential buyers for a plant-based protein powder company
Business Developments and Ops Intern @ Point Card
June 2020 - August 2020. San Francisco, CA
Evaluated CRM solutions for Point to adopt for the company’s official launch through extensive CRM evaluations, outreach calls, and thorough analyses of each platform which increased efficiency of customer data storage systems
Reduced marketing costs by $100/mo through creating a cost-effective data and marketing infrastructure for customer retention
Intern @ Healthy Ventures
January 2020. San Francisco, CA
Sourced health insurance and health infrastructure startups, performed research on volume of health tech investments
Organized and attended annual Summit meeting with 40 portfolio company CEOs, LPs, follow-on investors
Intern @ Threshold Ventures
June 2019 - August 2019. Menlo Park ,CA
Sourced potential investments and constructed market maps in the digital healthcare spaces, evaluating over 200 startups; curated and identified trends in the consumer space to produce a 3,000-word thesis
Research Assistant @ Stanford Institute for Economic Policy Research
June 2018 - August 2018, June 2017 - August 2017. Palo Alto, CA
Utilized Stata to analyze big data sets (Obamacare, MedicareAdvantage) to support economic policy changes
Education.
Harvard University.
2019-2023. Economics.
2019-2022. Managing Director @ Harvard Undergraduate Capital Partners
2020-2021. Finance Chair @ Taiwanese Cultural Association
Online Intensive Program Scholar @ Girls Who Invest
The Harker School.
2015-2019.
Editor-in-Chief @ Harker Aquila
Curator @ TEDxHarkerSchool
President @ Oeconomia Club
President @ Japanese National Honor Society
Certifications.
CFA Institute Investment Foundations
In progress.
Leading with Finance, Harvard Business School
Received November 2020.