Education
University of Southern California, Los Angeles, CA — Graduated May 2023
Bachelor's in Economics and Business Finance
Relevant Coursework: Econometrics, Financial Analysis and Valuation, Economic Consulting and Applied Managerial Economics, Mathematical Methods for Economics
Work Experience
The Gersh Agency, Beverly Hills, CA (2023 - 2025)
Premier Hollywood talent and literary agency representing elite film, television, and media clients
Client Trust Accountant, Office of the CFO
- Managed multi-million-dollar trust accounts; optimized cash flow and liquidity under strict deadlines
- Analyzed financials and variance reports to guide executive decisions in high-pressure conditions
- Executed high-volume transactions with full legal, contractual, and tax compliance
- Reconciled complex financial projects, including budgeting, forecasting, and financial reporting
- Developed and maintained financial models, reports, and presentations for senior management and stakeholders
Strategic View Advisors, Manhattan Beach, CA (Internship 2023)
Wealth Management Intern
- Built and maintained financial planning models for private wealth advisors
- Utilized CRM software to aggregate and organize client data
- Reconciled bank and general ledger accounts for clients
- Assisted with audit fieldwork for both the investment operations department and wealth advisory team
Projects
CrowdStrike Valuation
Valued CrowdStrike Holdings using public filings, SaaS KPIs, and multi-scenario discounted cash flow modeling
- Built enterprise DCF integrating revenue segmentation, margin analysis, WACC, and multi-scenario modeling
- Modeled multi-year forecasts projecting revenue, EBITDA, and FCF using driver-based assumptions
- Conducted variance and sensitivity analysis to isolate valuation impact of key revenue drivers
M&A Financial Modeling Project
Constructed a detailed M&A financial model analyzing a hypothetical acquisition of AMD by NVIDIA
- Built financial statement models for both firms to evaluate valuation multiples, transaction financing, and post-merger EPS accretion/dilution
- Modeled multiple acquisition scenarios (stock vs. asset sale) and tax implications using Excel
- Performed contribution analysis and sensitivity testing on deal structure, synergies, and purchase premiums
- Presented strategic implications and valuation outcomes via supporting charts and visuals
Trading/Forecasting Engine & Analytics Platform (In Development)
- Developing Python trading engine for multi-strategy backtesting, risk analytics, and AI/ML trade recommendations
- Designing Flask + NextJS dashboard to display live data, wallet balances, and strategy performance KPIs in real time
- Integrating PostgreSQL/Supabase backend for transaction logging, portfolio analytics, and user preference storage
Circle Financial Planning & Valuation Case Study
Modeled financial and valuation scenarios for Circle Internet Financial, a leading global stablecoin issuer and fintech platform.
- Built full AOP including revenue model, expense forecast, and reserve analysis using pre-IPO and post-IPO data
- Created adoption/monetization analysis of USDC circulation, reserve yields, and partner retention with scenario testing
- Modeled revenue sensitivities based on circulation growth, reserve yields, and transaction volumes
- Produced DCF, comps, and precedent transaction valuations with multi-scenario IRR and NPV outputs