Experience

• 

  Oc fancy

  Jan 2016 - now

  Developer

  •Developed interactive WordPress website utilizing multiple online development tools and servers•Ensured full functionality of website to users worldwide and implemented CDN for optimal speed•Installed SSL certificate into platform to encrypt sensitive information sent directly to the OCF server•Utilized Google Analytics and Developer Console to optimize site performance and track user habits

• 

  Chess mates fc

  Dec 2016 - Jun 2017

  Chess teacher and tutor

  •Created lesson plans for 30 beginner chess students on a weekly basis•Provided independent training and study for eligible players seeking to increase their FIDE rating•Built trust with other tutors through long-term reliability and availability

• 

  Csu chess club

  Aug 2017 - May 2019

  President

  •Registered organization through Colorado State University’s Student Leadership, Involvement & Community Engagement Program•Scheduled meetings, taught new players, and built relationships with existing/prospective members

• 

  Csu summit fund

  Apr 2018 - Dec 2018

  Health care analyst

  •Provided research of public health care companies to student managed equity fund valued over $450,000•Reported economic conditions (GDP growth, unemployment, and consumer sentiment) to managing directors and analysts•Gained experience with Bloomberg terminals, Morning Star, equity research, fundamental analysis, and discounted cash flows

• 

  Csu finance club

  Apr 2018 - May 2019

  Chief financial officer

  •Provided and maintained detailed financial records, reporting to club president on a weekly basis•Collected dues of 100 members and managed accounts payable/receivable valued over $7,000•Created and directed “Rams Finance” 2018-2019 Thinkorswim trading challenge•Managed internal and external accounts, initiated bank transfers and ensured delivery of payment to appropriate parties•First place winner of 2018 Investopedia stock trading challenge

• 

  Self employed

  May 2018 - Sept 2020

  Equity derivatives trader

  •Studied market psychology and investment strategies with emphasis on technical analysis and portfolio management•Gained thorough understanding of equities, options, and futures markets and settlement procedures for cash/margin accounts•Developed and applied technical trading strategies through multiple platforms•Entered trade confirmations and performed NLV calculations for all brokerage accounts associated with the aggregate fund

• 

  Optometric center at costco

  May 2019 - Sept 2020

  Optometric technician

  •Performed preliminary testing to increase client traffic and efficiency in small office setting under guidance of licensed optometrist•Experience with electronic health records, practice management software, HIPAA compliance, and patient confidentiality•Collected payments, managed financial records, and reconciled customer accounts while handling sensitive payment information

• 

  Optionspayoffs.com

  May 2019 - now

  Founder and administrator

  •Created WordPress website with user friendly interface to introduce novice traders/investors to the benefits of financial derivatives•Gained familiarity with online financial tools including ticker widgets, stock screeners, and charting applications

• 

  Crescat capital

  Oct 2020 - Feb 2023

  Portfolio analyst

  • Executed equity and derivatives trades through Bloomberg EMSX for multiple hedge funds with total portfolio valued over $240 Million• Performed sector research to assist portfolio managers with decision making in extremely fast-paced, deadline-driven environment• Ran end-of-day processes, including booking trades, transfers, and delivering files to prime brokers promptly after market closing• Communicated with executing brokers and multi-national custodians to ensure trades are properly matched and settled on a timely basis• Headed Best Execution Committee to ensure commissions aligned with pre-negotiated schedules and discuss areas of improvement• Calculated numerous portfolio metrics for clients and managers including performance attribution, performance ratios, and fund exposures Show less

• 

  Sonic capital group

  Mar 2023 - now

  Investment and trading analyst

  • Designed systematic, scalable trading strategies across multiple asset classes to generate excess alpha for personal and family portfolios• Created Python Programs within Jupyter Notebooks to perform quick calculations designed to assist with trading and account management• Studied market psychology and investment strategies with emphasis on quantitative and fundamental analysis• Entered daily trade confirmations and performed NAV calculations for all brokerage accounts associated with the aggregate portfolio Show less