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Height: 6'3"   |   Eye Color: Brown   |   Hair Color: Black

My passion lies in being a scholar, athlete, and traveller all at once. Whether in the hinterlands of China or on the pool deck, I connect with others by trying new things, taking risks, and asking questions. I am primarily interested in investment banking. To this end, I am open to similar opportunities and would be more than happy to get in touch. You can reach me at my email:


University of Chicago

Bachelor of Arts in Economics spec. Data Science

Bachelor of Arts in Computer Science spec. Data Science

Cumulative GPA: 3.6/4.0

Chicago, IL

Sept. 2019 – Jun. 2023

Computer Science Coursework: Theory of Algorithms, Intro to Formal Languages, Discrete Mathematics, Computer Architecture for Scientists, Programming Languages, Functional Programming, Machine Learning, Statistical Pitfalls and Misinterpretation of Data, Data Visualization and Communication, Intro to Human Computer Interaction, Data Science for Computer Scientists, Engineering for Ethics, Privacy, and Fairness in Computer Systems, Intro to Computer Systems, Intro to Computer Science I/II

Economics Coursework: Econometrics, Machine Learning for Economics, Math Methods for Machine Learning, Applications of Econometric and Data Science Methods, Statistical Models and Methods, Linear Algebra, Elements of Economic Analysis I/II/III, Math Methods for Social Sciences, Calculus II/III

Fort Collins High School

High School Diploma

Fort Collins, CO

2015 – 2019

Ranked 5th of 411 |  GPA: 4.12/4.00 |  SAT: 1560/1600 | ACT: 34/36


Truist Securities - FIG

IB Analyst                   

IB Summer Analyst                   

New York, NY

Jul. 2023 – Present

Jun. 2022 – Aug. 2022

  • Assisted in creating credit memos including overviews and liquidity models for large, independent broker-dealers

  • Completed weekly training projects covering topics such as LBOs, DCFs, liquidity models, CIMs, and transaction/trading comps

  • Created and presented a pitch deck on Prudential Financial to the group's senior management as a final project

Selected Deal Experience

  • Minority Equity Sale of iCreditWorks to RedBird Capital Partners and CapitalOne Ventures for $42MM

    • Participated in due diligence sessions detailing technological, business, and financial areas of the target​

    • Updated the internal buyer tracker and refreshed market updates and potential investor timelines at each stage of the process

    • Aided in the development of the financial model, marketing materials, legal documents, and organization of the virtual data room

    • Prepared presentation materials for internal meetings as well as meetings with interested sponsors

Zhongjin Technology Services Group Co. Ltd. 

Investment Analyst

Hong Kong SAR

Jun. 2021 – Sept. 2021

  • Supported the execution of a $70M (HKD) M&A deal by creating a pitchbook and modelling post-merger financial and operational synergies

  • Performed in-depth financial and operational due diligence on client companies; analyzed market trends, competition, and potential strategic partners using information obtained from multiple data sources

  • Interacted directly with client’s corporate development team to determine modeling assumptions

University of Maryland - NASA Joint ESS Interdisciplinary Center

Summer Data Analyst

College Park, MD

Jul. 2020 – Nov. 2020

  • Conducted economic and statistical analysis utilizing machine learning and data-visualization to link USDA total factor productivity records and climate data

  • Interpreted existing empirical data sets to develop performance metrics for real-time as well as post-hoc use

  • Collaborated with an interdisciplinary team with primary focus in quantifying national economic consequences of climate variation

Colorado State University Weed Science Lab

Pesticide Resistance Analyst

Fort Collins, CO

Apr. 2018 – Sept. 2019

  • Examined pesticide data to identify and clearly communicate key usage trends and factors affecting pesticide efficacy in the Midwest

  • Collaborated alongside an interdisciplinary team to investigate resistance mechanisms and control methods of common weeds

  • Created clear and concise visual representations of data through collection, evaluation, and synthetization of statistical data

Colorado State University College of Sociology

Department of Sociology Intern

Fort Collins, CO

Jan. 2016  – Mar. 2018

  • Brainstormed unique factors contributing to economic and environmental issues in eastern China with a team of graduate students

  • Provided recommendations to local governments to incorporate environmental education in local schools

  • Engaged in scientific research and strategic planning for addressing severe watershed pollution, grassland degradation, and environmental health threats in the Gansu Province of China


Alpha Kappa Psi Business Fraternity—Beta Epsilon Chapter

Head of Recruitment, Finance Committee Leader, Brother

Chicago, IL

Jan. 2021 – Dec. 2022

  • Spearhead recruitment of 25 new members for Spring and Fall 2022, including delegating tasks to a team of 15 people, strategically planning recruitment week events and developing a pledge curriculum to provide a platform for pledges’ professional exploration

  • Write algorithms to accelerate the process of scheduling interviews, calculating scores and creating detailed bid night slides

University of Chicago Varsity Swim Team

Chicago, IL

Team Member

Oct. 2019 – Feb. 2023

  • Balance 18 hours weekly practice schedule with a full academic course load

  • Generate revenue for the varsity swim team budget working as a swim instructor for the University of Chicago Swim School

  • Participate in monthly leadership meetings to develop team goals and a vision for the future with teammates and coaches

Fort Collins Area Swim Team

Fort Collins, CO

Team Captain/Coach/Mentor

Sept. 2011 – Sept. 2019

  • Cultivated an attitude of hard work and dedication alongside a team of the 30 fastest club swimmers in Colorado

  • Coached young swimmers in groups of 10 to improve technique and deepen their passion for the sport

  • Mentored a team of inexperienced high school swimmers to achieve their athletic goals

  • Led a team of 40 high school swimmers to the program's highest state ranking in history by goal setting and accountability


Organizations: Alpha Kappa Psi - Beta Epsilon, Student Athletic Advisory Committee

Computer Skills: VBA, C, Python, MATLAB, HTML | Microsoft Office, FactSet, CapIQ, Refinitiv, Pitchbook

Language Skills: Fluent in Mandarin

Certifications: Financial Statement Modeling (WSP), LBO Modeling (WSP), M&A Modeling (WSP)

Licenses: SIE, Series 63, Series 79, Chinese Proficiency Test (HSK) Level 5

Interests: stand-up comedy, journaling, running, lifting, budget cooking, cliff diving, hip-hop, yoga/mediation


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