Background
Where Investments & Finance Meet A.I.
I'm an investor relations professional with five years spanning aerospace & defense investment banking, sell-side equity research, and venture capital. I build the metrics, dashboards, and messaging that shape how investors perceive performance, and I track the market commentary and emerging narratives that move sentiment.
Today I lead investor reporting and communications for a $3.5B institutionally-backed fleet at Qcells North America, serving as a direct point of contact for institutional partners. Before that, at Green Street Real Estate Advisors I built the NAV and earnings models behind published sell-side research and automated a reporting cycle from ~160 analyst-hours to ~2; and at Black Star Fund I owned LP communications and ran 30+ venture diligences a year across 15+ portfolio companies.
I'm A.I.-forward, not A.I.-dependent. I use automation and modern tooling to ship dashboards and reporting faster and more clearly, never as a crutch. I hold a B.S. in Business Administration with an emphasis in Finance and Computer Science from Chapman University, and I bring a builder's instinct to technology as much as to financial analysis.
Career
Experience
Qcells North America
Investor Relations Senior Analyst
2026–Present · Irvine, CA
Own investor reporting and communications for a residential-solar fleet of 20,000+ systems backed by $3.5B in institutional capital. Build the metrics, dashboards, and weekly reporting that quantify performance and shape how partners perceive asset health.
Green Street Real Estate Advisors
Equity Research Associate
2024–2026 · Newport Beach, CA
Built the NAV, earnings, and macro-scenario models behind published sell-side research across 50+ U.S. markets. Diagnosed and corrected model flaws (cut VIF 4.5 → 2.3) and automated recurring reporting from ~160 analyst-hours to ~2 per cycle.
Black Star Fund, Venture Capital
Portfolio Management Analyst
2021–2024 · Sacramento, CA
Owned LP communications end to end, authoring quarterly investor updates and decks across 15+ portfolio companies. Ran 30+ investment diligences annually from pre-seed through Series C and advised founders on growth and follow-on fundraising.
Janes Capital Partners
A&D Investment Banking Summer Analyst
2022 · Irvine, CA
Advised on M&A and capital-raising mandates across defense manufacturing, aerospace systems, and dual-use technology. Built three-statement, DCF, and comparable-company models and prepared the accompanying management presentations.
What I Do
Areas of Expertise
Investor Relations
Investor reporting and communications, the metrics and dashboards that quantify performance, and the market-commentary and sentiment tracking that shape how investors perceive a company.
Equity Research
Bottoms-up NAV, earnings, and scenario modeling across public and real-asset coverage, translating operational drivers into institutional-grade research and the valuation calls clients trade on.
Venture Capital
LP communications and 30+ diligences a year from pre-seed to Series C, stress-testing cost structures, capital efficiency, and forward risk to shape investment recommendations.
Aerospace & Defense
M&A and capital advisory across defense manufacturing, aerospace systems, and dual-use technology. Deep fluency in program mix, production ramps, and margin dynamics.
A.I. & Automation
Python and modern AI tooling to ship dashboards, sentiment tracking, and reporting faster and more visually, with automation as a force multiplier, never a crutch.
FP&A & Modeling
Variance analysis, forecasting, and scenario modeling in Excel, Python, and SQL, with Bloomberg, S&P Capital IQ, and PitchBook.
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 →Speaking
Upcoming Appearance
Impossible to Replace: The 2026 AI Masterclass
I'm joining Irina Grak as a guest speaker at her free, women-led AI masterclass for professionals of every field: watch AI complete real work live, learn to delegate it with guardrails, and leave with a concrete plan for the week after. I'll bring the investor-relations lens: what an audience that decides in minutes reads as credible, and what reads as machine-made.
The masterclass resources →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.