About Me

Investor, Analyst, and Lifelong Learner.

My Journey

I am a Master of Science in Financial Management candidate at Boston University (Concentration in Investment Analysis) and a CFA Level II Candidate. With a strong foundation in Business Analytics and Informatics from UMass Amherst, I bridge the gap between traditional fundamental analysis and modern data science.

My experience spans Private Equity, Equity Research, and Financial Analysis, where I have leveraged tools like Python, VBA, and SQL to automate workflows, build robust valuation models, and uncover value in the markets.

Education

Boston University Metropolitan College Boston, MA | May 2026

Master of Science in Financial Management - Concentration in Investment Analysis

CFA Program: Passed Level I; Level II Candidate (Exam Date: Aug 2026)

University of Massachusetts Amherst Amherst, MA | Dec 2024

Master of Science in Business Analytics

Activities: Data Science Club, Umass Investment Club

University of Massachusetts Amherst Amherst, MA | Dec 2023

Bachelor of Science in Informatics

Professional Experience

Blackmore Partners Inc. Chicago, IL | Nov 2025 – Dec 2025

Private Equity Business Development Intern

Optimized research delivery by developing VBA macros and custom queries to pull data from Cyndx and D&B Hoovers, reducing the reporting lifecycle from 5 days to 2 days for executive investment teams.
Vetted over 250+ mid-market acquisition targets, narrowing the field to 15 high-priority opportunities for C-suite review based on specific investment mandates.
Trained incoming and existing executives on proprietary research tools including Cyndx, Pitchbook, and D&B Hoovers to streamline the target identification process.

Extern Boston, MA | Aug 2025 – Sep 2025

Equity Research Analyst Extern

Conducted equity research on Synaptics (NASDAQ: SYNA) by analyzing 10-K/10-Q reports to evaluate business segments, risk factors, and the strategic pivot toward high-growth IoT.
Built comprehensive DCF and Comps models to project a 1-year price target of $95.64, justifying a "Buy" recommendation based on a 39.7% potential upside and stabilizing margins.
Authored a professional investment memo that synthesized valuation results and 53% YoY revenue growth in Core IoT into a formal long/short thesis for executive review.

KB Asset Management Vietnam Vietnam | June 2025 – Aug 2025

Investment Analyst Intern

Performed fundamental analysis on Vietnam-market equities in the materials and retail sectors, utilizing Finnpro to extract financials from annual reports and build DCF and multiple-based valuation models.
Engineered a customized stock screener using VBA to track 15+ proprietary metrics across 300+ listed companies, automating a manual process that previously took the team 4+ hours per week.
Automated daily news intelligence by building an AI tool to scrape 10+ financial outlets, reducing research time from 90 to 15 minutes.

Massachusetts Small Business Development Center Springfield, MA | June 2024 – Aug 2024

Financial Analyst Intern

Secured $500K+ in funding for 30+ small businesses by developing comprehensive cash flow projections, loan proposals, and valuation models to demonstrate financial viability to lenders.
Increased funding approval rates by 18% and client acquisition by conducting market research and engaging 20+ entrepreneurs to bridge gaps between startups and lenders.

Tam Studio Vietnam Vietnam | June 2023 – Aug 2023

Business Analyst Intern

Developed a market entry strategy for a luxury fashion startup by conducting pricing research and platform evaluations, leading to the selection of Shopify for the e-commerce launch.
Utilized Python to scrape competitor pricing data across luxury retail sites, performing a comparative analysis that informed the brand’s premium positioning and initial price points.

Project Experience

Loan Eligibility Prediction Project

Automated loan eligibility processing by building a machine learning pipeline in Python for a finance company, utilizing Scikit-Learn to analyze 614 applicant profiles for credit risk.
Optimized model performance by evaluating Logistic Regression and Random Forest models, achieving 83% accuracy and improving the detection of high-risk rejections by 20% through threshold tuning.

NYC Airbnb Listing Price Prediction Project

Developed a price prediction model for 48,000+ New York City Airbnb listings using R, performing log transformations and outlier capping to handle right-skewed pricing data.
Optimized a Random Forest model through hyperparameter tuning of mtry and node size, achieving a RMSE of 76.11 and identifying room type and borough as primary price drivers.

AdventureWorks Business Intelligence Project (Power BI)

Architected a comprehensive Power BI data model by transforming raw CSV data into a relational schema, establishing table relationships, and creating calculated measures for profit margins and return rates.
Designed an interactive executive dashboard featuring geospatial mapping and trend analysis that identifies key drivers in product performance and customer demographics to support data-driven decision-making.

Online Sports Retail Revenue Optimization (SQL)

Integrated multi-source retail datasets using PostgreSQL to analyze pricing, discounts, and consumer behavior for 3,100+ products across major brands like Nike and Adidas.
Identified a strong positive correlation between customer reviews and revenue, producing data-driven recommendations to expand footwear inventory and optimize "Elite" category pricing.

Skills & Interests