
Timeline
About me
Incoming Business Analytics in Finance @ Duke University | Purdue University | Ex KPMG | Asset Management | SQL, Python, Alteryx, PowerBI, Microsoft Power Platforms
Education

Canadian international school
2017 - 2020Economics 3.57Activities and Societies: High School Basketball Team Community Volunteer Swimming Team As a dedicated member of the high school basketball team, I embraced the spirit of teamwork and competition, honing my skills on the court while developing a deep understanding of strategy, discipline, and collaboration. This experience instilled in me a profound appreciation for hard work, resilience, and the pursuit of excellence, traits that I carry into every aspect of my life.

Purdue university krannert school of management
2020 - 2024Bachelor of science - bs finance & accounting double major with a minor in entrepreneurship and innovation 3.79/4.0Activities and Societies: Member of Investments and Trading at Purdue (ITP), an active member in the Fintech Sector Purdue Accounting Association: PAA

Duke university - the fuqua school of business
2024 - 2025Master of quantitative mangement: finance track business analytics▪ Data Science Coursework: Data Science for Business (R & Python), Decision Analytics & Modeling, Data Infrastructure (MySQL), and Tableau▪ Domain Coursework: Intermediate Finance, Derivatives, Fixed Income Securities, Financial Risk Management
Experience

Toto taiwan
Mar 2021 - Apr 2021Retail sales trainee• Learned how to evaluate customer value and develop sales pitches that matches the needs, desire and concerns.• Perform the organization of a product seminar to provide a stage for the official salesperson.• Build a closer connections with different retail customers and provide product overviews to improve the sale of product

Alpha kappa psi
Jan 2022 - Aug 2022Audit chairReviewed chapter budgets of $20,000 across 10 committees for events and logistics, developed detailed reports of cash flow financial statements and reconciled reimbursement forms and cash accountsDevised short-term and long-term revenue-generating operations, optimized fraternity expenses, and acquired funding sponsorship through local outreach

Lvmh perfumes & cosmetics
May 2022 - Aug 2022Supply chain planning assistant• Executed 2-hour long Microsoft Power Platform training program with certification, educating 47 employees• Built business internal chatbots using Power Virtual Agent and Power Automate, saving up to 60 hours a year • Constructed monthly supply request sheet and weekly report of return cancelled orders via Excel, saving over $16,000 for Dior• Controlled monthly imported cosmetics oversees in volume of thousands to distribute to warehouse and mall counters throughout Taiwan

Investment & trading at purdue
Aug 2022 - May 2023Investment & trading at purdue-analyst• Analyzed 15+ company’s financial statements to prepare a stock pitch for Krannert graduate students and professors• Made and justified the decision to invest in PayPal, giving stock pitches to professors and investors• Browsed 10+ news sources and incorporated timely information to create careful investing options

Kpmg us
Jun 2023 - Aug 2023Bts - asset management tax• Deployed GoRS to efficiently process 20+ returns for high-net-worth clients and partnerships with assets exceeding $10,000,000;• Constructed comprehensive workpapers in alignment with Federal and State regulations, ensuring readiness for KPMG partner evaluations using client-provided PBCs;• Demonstrated expertise in assimilating K-1s and calculating data in Asset Management Platform (AMP), facilitating the generation of precise AMP reports for tax returns;• Conducted meticulous reviews of workpapers related to real estate entities and hedge funds, gaining an in-depth comprehension of the interrelation between income statements, balance sheets, and trial balances. Show less

The beryl consulting group llc
Apr 2024 - Jul 2024Fund investment internContributed to Technology & Hedge Fund Research to support strategic decision-making processes.Assisted in the development of Beryl Online Library Platform, enhancing tools for Manager Due Diligence and Asset Allocation.Supported the organization and execution of Beryl Elites Annual Conference.Acquired valuable skills through involvement in significant research and development projects.

Weavexr
May 2024 - Jul 2024Management consulting internDeveloped a market sizing for VR into specific industries of the US and Western European countries to help the company expand beyond South AfricaResearched costs and revenues of each market and industry in order to develop a pricing strategy for Weave XR in order to help them enter other markets

Sorenson impact
Aug 2024 - Dec 2024Analyst
Licenses & Certifications
- View certificate

Accounting fundamentals
Corporate finance instituteSept 2022 - View certificate

Microsoft certified: power platform fundamentals
MicrosoftJul 2022
Volunteer Experience
Task Force Lead
Issued by The World Food Bank on Jan 2021
Associated with Jay Chang
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