Focus Advisory Services LLC
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Focus Advisory Services LLC Employees
Bessemer Trust July 2015 - Present
Tatung Technology Inc. May 2015 - July 2015
Focus Advisory Services LLC February 2015 - May 2015
Jumpstart September 2014 - May 2015
Cohasset Sailing Club June 2011 - August 2014
USC Office of Undergraduate Programs September 2013 - May 2014
Education
University of Southern California 2013 — 2017
Bachelor of Science (B.S.) - Business Administration
Cohasset Middle/High School 2009 — 2013
Diploma
Bel Air Investment Advisors June 2014 - Present
DineEquity, Inc. June 2013 - August 2013
Focus Advisory Services, LLC February 2013 - May 2013
BBDO May 2010 - June 2010
PHD 2010 - 2010
Skills
Microsoft Office, Social Media, Marketing, Advertising, PowerPoint, Social Networking, Marketing Strategy
Education
Occidental College 2010 — 2014
Economics
University of Southern California August 2013 - Present
Deloitte January 2015 - Present
Focus Advisory Services LLC June 2014 - August 2014
USC Information Technology Services November 2013 - May 2014
Reliance Communications May 2012 - July 2012
Skills
Valuation, Financial Modeling, Corporate Finance, Equity Research, Analysis, Teamwork, Microsoft Office, PowerPoint, Leadership, Derivatives, Microsoft Excel, Statistics, Strategic Planning, Risk Management, Finance, Market Research, Data Analysis, Microsoft Word, Financial Analysis, Research, Telecommunications, C, Management, C++, Matlab
Education
University of Southern California 2013 — 2015
Master's degree, Financial Engineering
Narsee Monjee Institute of Management Studies 2009 — 2013
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Goldman Sachs June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
Focus Advisory Services LLC January 2014 - January 2014
Middlebury College September 2013 - December 2013
Middlebury Solar Decathlon Team September 2012 - September 2013
Skills
Chinese, German, Mandarin, PowerPoint, Data Analysis, Microsoft Excel, Economics, Research, Microsoft Office, Analysis, Qualitative Research, English, Statistics, Teaching, Matlab
Education
University of Oxford 2014 — 2015
Philosophy, Politics and Economics
Middlebury College 2012 — 2016
Bachelor's Degree, Physics
National University of Singapore 2011 — 2012
Computer Science
Salesforce July 2012 - Present
JV & Co. June 2010 - July 2012
Focus Advisory Services, LLC 2009 - 2010
Skills
Business Development, Salesforce.com, SaaS, Business Strategy, Sales, Business Process..., Cloud Computing, Relationship Management, Financial Analysis, Valuation, Business Planning, Marketing Strategy, Performance Improvement, Management Consulting, B2B, Enterprise Software, Mergers, International Business, Leadership, Growth Strategies, PaaS, Go-to-market Strategy, Strategic Partnerships, Partner Management, Force.com
Education
University of California, Los Angeles
Sony Pictures Entertainment April 2011 - Present
American Airlines February 2009 - April 2011
Focus Advisory Services LLC September 2008 - February 2009
Frito Lay July 1995 - February 2008
Skills
Access, Budgeting, Financial Reporting, Financial Modeling, Customer Relations, Planning, Excel, Essbase, Business Objects, Budgets, Project Planning, Microsoft Excel, Forecasting, Customer Service, Marketing, Financial Analysis, Analysis, Marketing Strategy, Finance, Strategic Planning, SAP, Business Planning, Leadership, Management, Data Analysis, Strategic Financial..., Accounting, Analytics
Education
Loyola Marymount University, College of Business Administration 2008 — 2009
MBA, International Business / Information Decision Sciences
California State University-Dominguez Hills 2004 — 2007
BS, Finance
Dimensional Fund Advisors March 2014 - Present
Santa Clara University September 2010 - December 2013
Dimensional Fund Advisors June 2013 - September 2013
Santa Clara University May 2012 - June 2013
Loring Ward October 2012 - April 2013
Focus Advisory Services LLC July 2012 - August 2012
Bandquote May 2012 - August 2012
Santa Clara University September 2011 - May 2012
Dimensional Fund Advisors July 2011 - July 2011
The Ski Channel June 2011 - July 2011
Skills
Blogging, Microsoft Office, Academic Advising, WordPress, Academic Tutoring, Peer Tutoring, Morningstar Direct, Bloomberg Terminal, Online Journalism, Presentations, Journalism, Twitter, Promoting, Data Analysis, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor's Degree, Finance, General, 4.0
Santa Clara University 2010 — 2014
Finance, 3.735
Marymount High School 2006 — 2010
Kaplan Professional Schools 2011 — 2012
Real Estate Sales License, Real Estate
Focus Advisory Services LLC 2002 - Present
Leomax 2007 - 2009
Zee Telefilms Ltd 2003 - 2004
Sony Pictures Entertainment 2000 - 2002
20th Century Fox 1997 - 2000
Epic Productions 1995 - 1997
Credit Lyonnais 1989 - 1997
Education
Columbia University - School of International and Public Affairs 1986 — 1988
M.I.A., International Finance/Economic Development
Middlebury College 1978 — 1982
BA, History
New Rochelle High School
ELLE Magazine January 2015 - Present
Kranky Produktions August 2014 - December 2014
Focus Advisory Services LLC June 2014 - August 2014
America Reads/America Counts September 2012 - December 2013
UCLA PEG Study June 2013 - August 2013
Velvet by Graham & Spencer June 2011 - August 2012
Davida Rochlin Architecture June 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Editing, Photoshop
Education
New York University 2012 — 2016
Bachelor of Science (BS), Media, Culture, and Communication with a minor in Business of Entertainment, Media and Technology
Partners Trust Real Estate Brokerage & Acquisitions May 2014 - Present
Propelle Partners October 2013 - May 2014
OMD Media Direction January 2012 - October 2013
TBWA\Chiat\Day May 2011 - January 2012
TBWA\Chiat\Day May 2010 - August 2010
InTheMO.com May 2009 - August 2009
Focus Advisory Services, LLC 2005 - 2006
Skills
Digital Strategy, Digital Media, Media Planning, Interactive Marketing, Integrated Marketing, Media Buying, Digital Marketing, Online Advertising, Mobile Marketing, Creative Strategy, Advertising
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Sport, Event & Hospitality Management
Canaccord Genuity Inc. June 2015 - Present
Hartford Investment Management June 2014 - August 2014
Focus Advisory Services LLC June 2013 - August 2013
Tilly's June 2011 - January 2013
Maverick Angels June 2012 - August 2012
Skills
Microsoft Excel, Economics, Research, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Financial Modeling, Data Analysis, Statistics, Stata, Accounting, Market Research, Team Leadership
Education
Middlebury College 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
Ashoka June 2015 - Present
The Sote Tunaweza Initiative January 2014 - Present
Clyde & Co LLP July 2014 - July 2014
Focus Advisory Services LLC January 2014 - January 2014
Middlebury October 2012 - February 2013
Skills
Research, Social Media, Public Speaking, Nonprofits, Event Planning, Spanish, Youth Entrepreneurship, Community Outreach, Teaching, Stata, Leadership, Fundraising, Cross-functional Team..., Customer Service, Data Analysis, International Relations, Microsoft Excel
Education
Center for Medieval and Renaissance Studies at Oxford 2015 — 2016
Bachelor’s Degree, Liberal Arts and Sciences, General Studies and Humanities
Middlebury College 2012 — 2016
Undergraduate Bachelor's Degree, International Politics and Economics
International School Moshi 2010 — 2012
International Baccalaurete, Bilingual IB Diploma
Lionsgate April 2015 - Present
Lionsgate April 2013 - Present
Sony Pictures Entertainment June 2012 - April 2013
Focus Advisory Services LLC May 2011 - August 2011
ACE Attorney Service June 2010 - August 2010
Jenkens & Gilchrist June 2006 - August 2008
Skills
Microsoft Excel, SAP, Problem Solving, Microsoft Word, Financial Accounting, Access, Customer Service, Research, Teamwork, Leadership, PowerPoint, Social Media, Public Speaking, Cash Flow Forecasting, Project Management, Financial Calculations, Cold Calling, Finance, Microsoft Office
Education
Loyola Marymount University 2010 — 2012
Bachelor’s Degree, Finance
Santa Clara University 2008 — 2010
Pilgrim School 2001 — 2008
6th - 12th grade
First Citizens Bank July 2013 - Present
Enterprise Rent-A-Car November 2012 - July 2013
Focus Advisory Services LLC August 2012 - October 2012
Wells Fargo May 2011 - August 2011
Skills
• Strong Microsoft..., • Familiar with Athena,..., Microsoft Word, Microsoft Excel, Non-profit Leadership, Social Media
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Corporate Finance
LatherUp Co. (a start-up in motion) June 2015 - August 2015
EF Education First June 2015 - July 2015
Chinese American Service League December 2014 - January 2015
Focus Advisory Services LLC June 2014 - August 2014
Echo Design Group June 2013 - August 2013
Asian Americans Advancing Justice Chicago June 2012 - July 2012
Education
Middlebury College 2012 — 2016
Bachelor of Arts (B.A.)
Capital Normal University
Study Abroad 2015
Whitney Young Magnet High School 2008 — 2012
Honors Diploma