Experiences
Feb. 2025-PRESENT
Aview International | Strategic Research & Business Analyst Intern
At Aview International, I lead the end-to-end client acquisition process, conducting market research, outreach, onboarding, and execution while directly engaging with founders. I perform in-depth sector analysis, identifying market gaps and strategic opportunities to enhance client acquisition strategies. Additionally, I manage client relations and business development, participating in calls and meetings to drive engagement and execution of services.
Sep. 2021-PRESENT
Capital Edge - Mentorship | Entrepreneurial Venture
Founded and led Capital Edge, leveraging 5+ years of experience in day trading and portfolio management. Designed a user-friendly website to educate investors of all levels and partnered with TikTok influencers for brand promotion. Expanded reach to high schools and universities globally, enhancing financial literacy while building a 5-figure business through targeted online marketing strategies.
Dec. 2024-PRESENT
Stock Talk Weekly - Digital Newsletter | Entrepreneurial Venture
Founded and created Stock Talk Weekly, a digital newsletter offering weekly stock market breakdowns. Designed an interactive website, analyzed market trends, and simplified complex financial topics through strategic branding. Shared the newsletter with international educational institutions to promote financial literacy.
Sep. 2025-PRESENT
Rotman Commerce Sales Group | Director of Finance
I assist in subsidy proposal planning, contributing to the development and execution of financial proposals to secure funding and optimize resource allocation. Additionally, I manage banking information, overseeing financial transactions, maintaining accurate records, and ensuring compliance with banking regulations. I also handle reimbursements and financial processing, tracking expenses, managing the reimbursement process, and ensuring all financial documentation is accurate and up to date.
Jan. 2025-PRESENT
General Membership | UofT Sales & Trading Club
I am actively participating in the UofT S&T Club x BMO Trading Lab: Sales & Trading Case, applying analytical and decision-making skills to real-world market scenarios. Through this experience, I engage in networking opportunities with industry leaders and peers, gaining deeper insights into sales and trading practices. Additionally, I contribute to the club’s mission by collaborating with like-minded students who share a passion for financial markets and trading strategies.
Certifications
2024-PRESENT
JPMorgan Chase | Investment Banking Job Simulation
Conducted a comprehensive analysis to identify an optimal M&A target aligned with the client’s strategic and financial objectives. Developed and refined a detailed DCF model to evaluate the target’s valuation, incorporating adjustments for competitor bids and supply chain disruptions. Prepared a concise two-page client deliverable, including a company profile and an overview of the auction process, to support informed decision-making.
Certificate ID: t9sH5qD4Am2zb6Xha
2024-PRESENT
Bloomberg | Finance Fundamentals
View Certificate
Completed Bloomberg Finance Fundamentals, a self-paced e-learning course covering core finance and investment concepts. Gained practical insights through real-world scenarios and explored diverse career paths in the finance sector, enhancing financial literacy and decision-making skills.
Certificate ID: WJ1pgLzxFbEnBomZVgUPkzW5
2024-PRESENT
Bloomberg | Market Concepts
Earned the Bloomberg Market Concepts Certificate through Bloomberg for Education. Completed a self-paced, interactive program exploring core areas of finance, including economics, fixed income, equities, and more. Developed a deeper understanding of financial markets, enhancing professional expertise and career readiness.
Certificate ID: iZe578Sdk6VqPNYgfdun1gm7
2024-PRESENT
Bloomberg | Environmental Social Governance
Earned the Bloomberg ESG Certificate, a self-paced e-learning course focused on implementing ESG strategies and preparing ESG reports. Gained practical insights into ESG integration through the lens of a buy-side asset management firm, enhancing expertise in sustainable investing and regulatory compliance.
Certificate ID: AxE8UtUXDygjEJkXpgPtRNzv
2024-PRESENT
CFA Institute | Ethical Decision Making
Earned the CFA Institute certificate in Ethical Decision-Making, mastering the Identify, Consider, Act, and Reflect framework. Developed skills to navigate complex ethical dilemmas, prioritize client interests, and uphold the highest standards of integrity in the investment profession through real-world case studies.
2024-PRESENT
CFA Institute | GVV for Investment Professionals
Traditional ethics education emphasizes identifying and analyzing ethical issues to act appropriately and avoid misconduct. In contrast, Giving Voice to Values (GVV) focuses on action, teaching you to implement your values by asking, “What if I were to act on my values? What would I say and do? How could I be effective?”
Education
2024-PRESENT
University of Toronto | Rotman Commerce
Current Curriculum:
MAT133Y1 - Calculus Linear Algebra Commerce
RSM100H1 - Intro to Management
RSM219H1 - Intro to Financial Accounting
RSM230H1 - Financial Markets
RSM250H1 - Principles of Marketing
ECO101H1 - Principles of Microeconomics
ECO102H1 - Principles of Macroeconomics
RSM099Y1 - First-Year Learning Community
2022-2024
Palomar College | Dual Enrollment
Completed Coursework:
BUS 110 - Business Mathematics
RE110 - Real Estate Appraisal
CINE 100 - Art of the Cinema
2022-2024
California State University San Marcos | Workshop
California State University San Marcos | Entrepreneurship and You: Is your idea the next Tesla, TikTok, or ChatGPT?
Summer porgram educating on how to be an entrepreneur and grow your business. Discover how to identify a problem to solve, create ideas for new product and service solutions, and develop a business model for taking action. Hands-on activities guide the development of your business and pitch your idea in a fun “Shark Tank” celebration.