Background
Where Investments & Finance Meet A.I.
Financial analyst with 5+ years spanning Aerospace & Defense investment banking, venture capital portfolio management, and equity research. I build bottoms-up operating models, deliver variance analyses, and produce leadership-ready narratives that connect program realities to financial outcomes. Innovation isn't a buzzword for me; it's the thread that connects everything I do.
Currently at Green Street Real Estate Advisors, I own financial models and automated reporting workflows for institutional investors, including designing Python-based systems that eliminated ~160 hours of manual effort per cycle. Before that, I spent three years at Black Star Fund in venture capital, conducting 30+ annual diligences and leading portfolio analytics across 15+ companies.
I'm passionate about automation and A.I. If I touch it twice, I'm scripting it. I hold a B.S. in Finance & Computer Science from Chapman University's Argyros College of Business, and I bring the same builder's instinct to technology as I do to financial analysis.
Career
Experience
Green Street Real Estate Advisors
Equity Research Associate
2024 — Present · Newport Beach, CA
Own bottoms-up financial models (NAV, earnings, macro scenarios), translating operational drivers into decision-ready analyses for senior leadership and institutional investors. Built automated reporting workflows that eliminated ~160 hours of manual effort per cycle.
Black Star Fund, Venture Capital
Portfolio Management Analyst
2021 — 2024 · Sacramento, CA
Led consolidated financial and operating analysis for 15+ portfolio companies. Conducted 30+ annual investment diligences (pre-seed to Series C), stress-testing cost structure and capital efficiency to shape investment recommendations.
Janes Capital Partners
A&D Investment Banking Analyst
2022 · Irvine, CA
Executed A&D M&A and capital advisory mandates across defense manufacturing, aerospace systems, and dual-use technology. Built bottoms-up operating and transaction models grounded in OPEX/CAPEX dynamics and program-level financial drivers.
Janes Financial Center, Chapman University
Portfolio Manager, Industrials & A&D Lead
2021 — 2023 · Orange, CA
Managed a 30-person research team overseeing a $4.3M portfolio. Led Aerospace & Defense sector coverage for Lockheed Martin, Boeing, and other defense primes. Built a Bloomberg-linked valuation model from the ground up, automating data ingestion across the team.
What I Do
Areas of Expertise
Equity Research
Bottoms-up NAV, earnings, and scenario modeling. Translating operational drivers like pricing, utilization, CAPEX, and capital structure into institutional-grade investment analysis.
Aerospace & Defense
M&A execution across defense manufacturing, aerospace systems, and dual-use technology. Deep fluency in program mix, production ramps, and margin dynamics.
Venture Capital
30+ diligences from pre-seed to Series C. Stress-testing cost structures, workforce plans, and capital efficiency to shape investment recommendations.
A.I. & Automation
Building Python-based reporting pipelines and automated workflows. If I touch it twice, I'm scripting it. Relentless about eliminating manual effort.
Commercial Real Estate
Financial modeling and valuation across U.S. markets. Identifying model flaws, correcting statistical integrity, and delivering decision-ready analysis.
FP&A & Modeling
Variance analysis, forecasting, AOP development, and scenario modeling. Excel, Python, SQL, Bloomberg, S&P Capital IQ, Pitchbook, and ERP platforms.
Recognition
Highlights
CFA Research Challenge, Regional Champion
Won the CFA Orange County University Research Challenge, delivering institutional-quality equity research against top finance programs across the region.
Read the Chapman Spotlight →Beyond the Boardroom
Get to Know Me
I've been a competitive ballroom dancer for over 15 years (think Dancing with the Stars). The discipline, artistry, and performing under pressure have shaped how I show up in every room. When I'm not on the dance floor, I'm usually exploring new restaurants across Orange County and LA. I'm a foodie through and through, and a perfect weekend involves a great meal, good conversation, and people who are building something they believe in.
I thrive around inspired people and beautiful views. It's where my best ideas come from. To quiet the constant wheels turning, I read fiction. And right now I'm working toward my Private Pilot's Glider Aviation License, because apparently slowing down isn't really my thing.
If I'm honest, traveling is where my heart is. Flying to New York for a Broadway show, eating a fresh croissant on a sidewalk in Paris. Those are the moments that make all the grinding worth it. Life is meant to be experienced fully, and I intend to do exactly that.
Get in Touch
Let's Connect
Interested in venture capital, investment strategy, or collaboration? Send me a message below or connect on LinkedIn.