Experienced and talented auditor with a successful transition into the finance industry. Driven by a genuine passion for finance and investments. Proficient in analyzing financial statements, conducting valuations, and assessing market factors. Skilled in creating compelling presentations that include accurate forecasts, identifying opportunities, and highlighting weaknesses. A curious learner with a highly analytical mindset. Known for being jovial, motivated, and quick to grasp new concepts. Highly adept in utilizing technology to enhance work efficiency.
• Represented UT Arlington in CFA Research Challenge 2024 at regional level
• Been part of the Student Managed Investment Fund for two semesters
• Analyzed 4 sectors, pitched six companies, Valued more than 20 companies
• Published weekly performance review of capital markets
• Been part of more than 500 audit & assurance engagements
CFA Level 1