Analytically driven with experience in financial analysis at Stifel Wealth Management and research internships at USC and ASU, where I conducted data‑intensive projects in biomedical sciences. Complemented by customer‑facing roles as a host and golf course attendant, developing strong communication, adaptability, and client‑service skills. Skilled at blending technical expertise with interpersonal strengths to deliver results in both professional and research settings.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Wealth Management Intern
Stifel
Phoenix
05.2025 - 08.2025
Created comprehensive client reports using LSEG T1, Salesforce, Portfolio Builder, and Addepar to compare current portfolios with proposed and benchmark models.
Conducted portfolio assessments analyzing asset allocation, risk exposure, historical performance, Monte Carlo simulations, and projected return ranges.
Researched and evaluated securities—including stocks, bonds, mutual funds, and ETFs—using LSEG T1 and Morningstar to assess return rates, yield, and investment value.
Supported senior financial advisor Jim Van Steenhuyse with special projects including client conference calls, marketing initiatives, and seminar presentations on annuities.
Assisted with front desk operations by answering phone calls, organizing paperwork, and helping maintain office workflow.
Gained practical experience in both the analytical and operational aspects of wealth management.
Host
Nick's Italian
Scottsdale
01.2025 - 08.2025
Facilitated welcoming and seamless dining experiences for guests at Nick's Italian.
Managed reservations and coordinated seating arrangements to optimize front-of-house operations.
Maintained cleanliness and assisted with bussing tables to uphold high standards of hygiene.
Supported kitchen staff with food preparation as needed, ensuring timely service delivery.
Research Intern
Arizona State University, ASU
Tempe
09.2024 - 04.2025
Scientific research program for high school students over the academic school year through Arizona State University.
Conducting research focused on how animals’ nervous systems acquire, process, and utilize environmental information to guide behaviors, with an emphasis on sensory signal transformation within neural circuits.
Investigating the neurobiological mechanisms of olfactory signal processing, using hawkmoths and honeybees as model organisms to study how sensory signals are transformed at different synaptic levels, from early peripheral processing to higher-order integration and perception.
Utilizing electrophysiological recording techniques to monitor neural activity in response to sensory stimuli.
Research Intern
University of Southern California, USC
Los Angeles
06.2024 - 08.2024
Paid summer scientific research program for high school students through the University of Southern California.
Investigated nucleotide and haplotype variation in the HBB gene across geographically and ethnically diverse human populations from Africa, focusing on the evolutionary implications of sickle cell anemia, malaria resistance, and balancing selection.
Developed wet lab skills including gel electrophoresis, PCR, and the use of lab equipment such as centrifuges and thermocyclers, alongside dry lab skills using R-Studio, Mac Terminal, and Sanger Sequencing to analyze, graph, and organize data.
Conducted bioinformatics analysis utilizing publicly available sequence data from the 1000 Genomes Project and the Human Genome Diversity Panel to extract sequences in the HBB gene and study population-specific patterns of selection.
Discovered new evidence contrary to known information of positive selection for the rs334 allele over many generations, highlighting the prominence of the "favorable" trait linked to sickle cell anemia and its applications for breakthroughs in future treatments.
Presented research findings and future implications at the USC BUGS Jr. symposium as well as various other conferences, winning the 2024 USC BUGS Jr. Research Award for excellence in research and presentation.
Golf Course Attendant
Silverleaf Club
Scottsdale
04.2023 - 09.2023
Managed the tee sheet and oversaw the driving range to ensure smooth daily operations. · Cleaned golf clubs and tidied the range and putting areas, maintaining a professional environment for members and guests.
Assisted with cleaning and organizing golf carts after the golf day’s end.
Worked in the pro shop as a sales representative, interacting with members and promoting products.
Strengthened my communication skills and formed valuable connections with club members and guests, enhancing professional networking opportunities.