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, chemicals, and financials, building the case from business fundamentals through cash flow to the capital structure
- Analyzed credit agreements and indentures, including covenant packages, EBITDA add-back quality, restricted payments, collateral leakage, and amend-and-extend situations
- Presented three credits 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 $4.5mm student-managed multi-asset fund
- One of 10 fellows managing a benchmark-relative multi-asset portfolio; fundamental equity research and sizing
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 over high-volume telemetry to surface incidents before escalation
Compound Planning · San Francisco, CA Senior Software Engineer · Mar 2022 – Sep 2023 Tech-enabled wealth management family office
- Built 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
- Built 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 patents (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. Bloomberg, Capital IQ, FactSet, Tegus, Morningstar; Python (pandas, NumPy), SQL, R, Excel (adv.)
Certifications. CFA Level I Candidate (Nov 2026); WSO Financial Modeling; TTS UCLA Training Program
Interests. Poker and sports analytics, NBA, fixed income research and writing, angel/syndicate investing; Co-Founder, SWAP Socks (built domestic manufacturing supply chain, funded 1,500+ vision-restoring surgeries)