Experience

Visual Resume

Every role sharpened the way I look at value: finance, enterprise, and even border operations taught me how to stay optimistic, candid, and resilient.

Download Resume

Professional Experience

Roles where I learned to ship value fast, stay candid, and keep teams moving.

JSO Partners - Wealth Management Intern

May - Aug 2025

Analyzed $1M+ AUM accounts by piping CRM data into Excel to uncover actionable patterns for advisors.
Built an Excel advisory fee calculator with tier logic, highlighting value-adds and cutting onboarding prep time.
Captured client-meeting insights and resolved onboarding blockers to keep experiences seamless.

Client ops CRM Data Analytics Excel Financial industry

Coursework

Classes that sharpened how I think, build, and analyze.

Management Information Systems

Course

Studied how information systems drive organizational efficiency, data management, and decision-making.
Covered systems design, implementation, and governance across business functions.

AI intuition AI tools Business matching process Data Database Process Systems

Timeline

2001

2001 Milestone

Beginning

I was born to explore...

2015

2015 Milestone

Big Change

Came over to the U.S. to study abroad.

2017

2017 Milestone

Exposed to EAST

Project-based learning blending tech, service, and collaboration.

2021

2021 Milestone

Military service

Operational mindset, communication, high-trust coordination.

2024

2024 Milestone

First Big Step

Interned at SAP for 6 months.

Present

Present Present

AI-Native Mode

Shipping AI-native experiments, pairing ops discipline with optimism.