Investment research professional with over a decade of experience in investment analysis and project management. Expert in risk analysis and data visualization. My key achievements include automating over 4000 hours of annual reporting through advanced Tableau, Power BI, Python, VBA, and SQL tools, and leading cross-departmental projects while managing up to 15 simultaneous initiatives. Recently completed data analytics and management programs through UC Berkeley and the Harvard Business School. In addition, I am currently pursuing my CFA charter.

Industry

Investment Management

Specific Countries That I am Qualified In or Can Cover/ Global

San Francisco, CA

Country that I'm Located In

San Francisco, CA