Resume
🎓 Education
University of Southern California, Los Angeles, CA
Bachelor of Arts, Economics
Minor: Business Finance
Graduated May 2023
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
Client Trust Accountant
Dec 2023 – April 2025
- Managed and administered trust accounts for high-net-worth clients
- Ensured compliance with trust documents and regulatory requirements
- Coordinated with clients and beneficiaries to ensure timely, accurate distributions
- Filed financial statements, tax returns, and regulatory documents
- Maintained detailed financial records (income, expenses, assets)
Executive Assistant to the CFO
Dec 2023 – April 2025
- Provided high-level administrative support to the Chief Financial Officer
- Supported budgeting, forecasting, and financial reporting initiatives
- Developed financial models, reports, and presentations for senior leadership
- Ensured compliance with internal and external financial regulations
Strategic View Advisors – Manhattan Beach, CA
Wealth Management Intern
Jun 2023 – Aug 2023
- Built and maintained financial planning models for private clients
- Utilized CRM tools to organize and manage client data
- Reconciled bank and general ledger accounts
- Supported audit processes for both investment operations and wealth advisory teams
📊 Project Experience
Netflix DCF Valuation (USC)
- Conducted strategic and financial analysis of Netflix's business model
- Built an Enterprise-DCF model to forecast long-term performance
- Projected revenues and identified key value drivers
- Developed independent valuation assumptions and recommendations
Economic Consulting Research – Real Estate Pricing (USC)
- Performed a Multiple Linear Regression to evaluate housing trends in Los Angeles
- Identified the most active real estate markets by price growth
- Analyzed large datasets using Python and Excel
- Delivered results through reports and data visualizations in PowerPoint
🧰 Technical Skills
Programming Languages:
Python, SQL, JavaScript, C++, Rust, Solidity, HTML/CSS
Tools & Software:
Microsoft Excel, PowerPoint, Visual Studio Code, Salesforce CRM, Stata, GitHub