- Conducted and presented a comprehensive financial analysis pitch on Lululemon to 20+ members, employing
- Discounted Cash Flow (DCF) and Comparable Company Analysis (CCA) methods to assess its investment potential
- Contributed to market insights and investment strategies by actively participating in weekly market meetings, tracking
- Portfolio
T
TJX Companies
Returns Associate
Rolling Hills, CA, US
June 2021 - present
K
KMS Analytics Rolling Hill Estates
Personal Assistant Intern
June 2023 - September 2023
U
UCLA Anderson School of Managements Project Echo
Chief Operations Officer COO
September 2021 - March 2022
Skills
Languages
ChineseEnglish
Skills
AccountingAccounting ControlBusiness AdministrationBusiness PlanningBusiness ValuationCommunication SkillsCustomer Loyalty ProgramsCustomer SatisfactionCustomer ServiceData AnalysisDiscounted Cash FlowDocument RetrievalEntrepreneurshipFinancial AccountingFinancial AnalysisFinancial ModelingFinancial StocksInnovationInvestment StrategiesKnowledge of FinanceKnowledge of MedicineKnowledge of StatisticsLeadership DevelopmentMarketingMarket ResearchMerchandisingMergers and AcquisitionsMicrosoft ExcelMicrosoft OfficeMicrosoft PowerPointMicrosoft WordMoney InvestmentsPassionatePivot TablesPortfolio ManagementPrioritization of RequirementsProblem SolvingReceptivityRequest for ProposalResonanceRetail CommerceSalesSelf MotivationStrategic ThinkingStrategies of MarketingTeam WorkingTrustworthinessValuation Using MultiplesVba Programming LanguageVenture Capital