• Deloitte
    Current
    Business Valuation Advisory Assistant
  • Bentley University
    Current
    Trading Room Analyst
    • Provided instructive mini classes/training sessions on course project and financial software
    • Assist...
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    • Provided instructive mini classes/training sessions on course project and financial software
    • Assist undergraduate students with course projects covering topics such as Valuation and Equity Research
    • Conduct classes and deliver presentations to students demonstrating programs such as Bloomberg, Capital IQ, and FactSet
  • National Association of Asian American Professionals - Boston Chapter (NAAAP Boston)
    Current
    Treasury Assistant
    • Develop and distribute monthly financial reports of NAAAP Boston for the Executive Team & Board of...
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    • Develop and distribute monthly financial reports of NAAAP Boston for the Executive Team & Board of Directors
    • Analyze and execute cost cutting projects after evaluating and corresponding with other committees
    • Managed accounts receivable and accounts payable to ensure timely processing

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