Education
UCLA Anderson School of Management · Los Angeles, CA M.B.A., Full-Time Program, Finance · Jun 2027
- Honors: 1st place, 2025 Fink Credit Pitch Competition (national): long Chemours 5.75% '28 pitched at 95.3 (Nov 2025), 98.9 as of Aug 2026, price target reached
- Fellowships: Charles E. Davidson Investment Management Fellowship; Kayne Investment Management Fellowship
- Leadership: Anderson Career Team (ACT) Coach – Investment Management; IFA VP of Investment Management (Credit); IFA Investment Management DOJ + Fink Conference Director; Riordan Program Mentor
George Washington University · Washington, DC B.S. in Mechanical Engineering, Aerospace Concentration & Economics · May 2014
- Honors: Presidential Academic Engineering Merit Scholarship; Leadership Council, SEAS Entrepreneurship Club
- Economics Thesis: Finite-State Markov Chain Modeling for NBA Points per Possession; basis for Mercurial Analytics
Investment Experience
DoubleLine Capital · Los Angeles, CA Intern, Corporate Credit – Leveraged Finance · Apr 2026 – Aug 2026 $95bn AUM fixed income asset manager
- Conducted fundamental research on high-yield bonds, leveraged loans, and new issues across two earnings cycles (1Q/2Q 2026), reporting to the Head of Research and supporting 3 portfolio managers and 10 sector analysts
- Underwrote 13 leveraged loan and high-yield credits in telecom, energy, industrials, and financials, building the case from business fundamentals through cash flow to the capital structure, analyzing credit agreements and indentures for covenant capacity and EBITDA add-back quality, and working through amend-and-extend situations
- Presented three credits from start to finish to senior analysts, portfolio managers, and traders, spanning IG, EM, and leveraged loans: Western Midstream, Prosus, and Edelman Financial Engines
Student Investment Fund, UCLA Anderson · Los Angeles, CA Investment Fellow · Feb 2026 – Present $5mm+ student-managed multi-asset fund
- One of 10 fellows managing a benchmark-relative multi-asset portfolio; fundamental equity research and sizing
- Built and run the fund's portfolio system: FIFO lot accounting off the transaction ledger, Brinson attribution by sleeve and name, a research file per entity, and the weekly board report
Mercurial Analytics · San Francisco, CA Founder & Managing Partner · Jan 2014 – Dec 2020 Quantitative sports betting fund
- Managed a six-figure proprietary fund; delivered 13%+ annualized returns over seven years through systematic position selection, disciplined capital allocation, and risk management
Prior Experience
HyperDX · San Francisco, CA Founding Senior Software Engineer · Apr 2024 – Aug 2024 Open-source observability platform, acquired by ClickHouse
- Built anomaly detection on ClickHouse in Python and Go to surface incidents before escalation
Compound Planning · San Francisco, CA Senior Software Engineer · Mar 2022 – Sep 2023 Tech-enabled wealth management family office
- Created an equity and tax modeling platform used by advisors across 100+ client portfolios for scenario analysis of ownership structures, liquidity events, and tax outcomes
Constellation Analytics · New York, NY Co-Founder & CPO · Jan 2020 – Dec 2022 AI-powered insurance intelligence platform
- Architected and engineered a pricing intelligence platform for actuaries and underwriters; structured regulatory rate-filing data into models of risk premia, market competitiveness, and loss-ratio forecasts
Sigma360 · New York, NY Software Engineer; Senior Manager of Data & Research · Jan 2018 – Mar 2020 MIT-incubated risk intelligence platform
- Co-inventor on two patent applications (US20220147717A1, US20190164015A1) applying NLP and ML to structure unstructured filings into entity-level risk models for automated credit and counterparty assessment
- Engineered pipelines on the S&P Panjiva dataset (2B+ shipment records) quantifying cross-border exposure and supply-chain concentration; directed an analyst team expanding country-risk coverage to 120+ markets
Additional
Technical. Financial Modeling (DCF, 3-Statement, LBO, 13-Week Cash Flow); Bloomberg, CapIQ; Python, SQL, Excel
Certifications. CFA Level I Candidate (Nov 2026); WSO Financial Modeling; TTS UCLA Training Program
Interests. Poker, NBA basketball, lacrosse, sports analytics, angel investing; Co-Founder, SWAP Socks (built domestic manufacturing supply chain, funded 1,500+ vision-restoring surgeries)