• University: University of California, Irvine
• College: NA
• Degree: Bachelor of Arts (BA)
• Major: Economics
• Minors: NA
• Campus Mode:On Campus
• Start Date: 16 September 2017

• University: Fordham University
• College: Gabelli School of Business
• Degree: Master of Business Administration (MBA)
• Major: Business Administration
• Minors: NA
• Campus Mode:On Campus
• Start Date: 16 August 2026

Planning Department Associate

• Spearhead Financial Planning & Analysis (FP&A) for the bank’s entire ~$100B+ loan and deposit portfolio, driving strategy for Net Interest Margin (NIM) optimization and capital mobilization across the network
• Engineer automated Power BI dashboards integrated with Oracle MPA, eliminating ~150 hours of manual data entry per employee annually (3 hrs/week) and accelerating executive decision-making cycles
• Partner with Risk and Retail divisions to evaluate branch network performance, utilizing data-driven forecasting to support $50M+ USD in new product rollouts
• Support enhancement of profitability measurement and funds transfer pricing (FTP) frameworks aligned with long-term strategic, capital, and liquidity plans

Strategic Management Department Associate

• Collaborated with the ESG Committee to integrate green credit metrics into the bank’s long-term strategy, directly influencing the roadmap for a $3B+ USD green credit portfolio
• Co-authored the 2023-2025 Medium-Term Strategic Plan, utilizing macroeconomic benchmarking to identify 3 key growth sectors formally adopted by the Board of Directors
• Prepared recurring performance review materials for senior leadership, conducting variance analyses for credit growth, deposits, and fee income to identify risks and opportunities

Market Research Intern

• Supported senior equity analysts in the coverage of Banking and Real Estate sectors, processing macroeconomic data to build foundational valuation models (DCF/Comps)
• Conducted fundamental analysis on listed companies, performing ratio analysis (P/E, P/B, ROE) and peer benchmarking to support investment recommendations
• Synthesized daily market commentaries and industry reports for institutional clients, visualizing key market trends using Excel charts and data tables

• LGBTQ: yes
• Ethnicity: Asian
• Disability: no
• Veteran: no
• First-generation College Student: no
• Pell Grant Eligibility: no
• Work Authorization: no
• Visa Sponsorship: yes