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get to know me
Yes, Chef
The Facts
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Proud Denver Native & San Francisco transplant
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Go Buffs! The University of Colorado, Boulder alumni
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B.S. in Business Administration with an emphasis in Information Analytics/Management
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Previously hosted Pls Fix, Thx. - a podcast about making finance relatable by integrating dating, career advice, and lifestyle
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Co-founder & product designer of Homely - a shared living app that provides a solution to awkward problems between housemates
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Passionate about giving back to the community and advocating for the inclusion of marginalized groups
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Over 200 + volunteered hours
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Being able to experience new places and cultures is what gets me out of bed in the morning - got a cool travel story? I want to hear it.
EXPERIENCE
Strategic Account Manager - Canada / Colorado
Feb 2021 - June 2023
San Francisco, CA
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Facilitated 96 core business sales, resulting in $2,807,920 in contracted Annual Recurring Revenue (ARR), through the execution of technical demos, meticulous coordination of key stakeholders, and ownership of the lead-to-close process, achieving a ranking 32% higher than the peer average.
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Cultivated and strengthened relationships with over 800 domestic and international financial clients across 192 firms by prioritizing open communication, showcasing essential workflows, and driving adoption of flagship solutions.
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Distinguished as a proficient project manager for large-scale strategic enterprise engagements, adeptly coordinating the goals and priorities of multiple ancillary product groups while effectively managing client expectations.
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Provided mentorship to 2 separate intern classes, conducting personalized one-on-one sessions focused on goal setting, client strategizing, and career development, resulting in full-time offers extended to 7 interns.
NOTABLE PROJECTS
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Co-authored, "Hunt New-Economy Stocks Favored By Rising Demographic Cohorts" for Bloomberg Market Magazine, published in June 2021 and reaching an audience of over 300,000 readers.
Bloomberg Pan Asian Community (ERG) Lead
June 2020 - June 2023
San Francisco, CA
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Led the San Francisco chapter, driving an impressive 80% increase in club membership within one year through the strategic organization of internal and external events focused on cultural enrichment, career development, and networking, while managing a budget of $15,000.
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Moderated 10 diverse events in collaboration with senior leadership, executive sponsors, and external speakers, engaging audiences ranging from 30 to 300 individuals across global offices.
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Orchestrated and spearheaded three distinct Anti AAPI Hate events and six supplementary initiatives to provide essential support to internal AAPI employees and allies, resulting in a significant $13,000 increase in chapter budget allocation.
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Collaborated with various philanthropic partners to enhance programming across all US offices, culminating in a notable 20% rise in AAPI-specific volunteering events.
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Acknowledged by C-suite executives and senior leaders as a highly impactful Diversity & Inclusion advocate, recognized as the youngest ERG lead across all American offices.
Senior Equity & Technical Analysis Specialist
May 2020 - Feb 2021
San Francisco, CA
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Developed sophisticated valuation models utilizing Bloomberg's Query Language (BQL) and served as a product specialist, ensuring accurate interpretation and application of results for investment decisions for major clients on the West Coast.
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Demonstrated extensive product and market expertise to educate clients, addressing approximately 5,000 inquiries on topics such as programmatic assistance of BQL, factor back testing, and technical analysis.
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Conducted approximately 200 technical demonstrations to over 1,750 quantitative analysts, traders, and portfolio managers, elucidating the intricacies of equity offerings and sensitivities to market fluctuations to enhance client workflow efficiency.
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Elevated to a senior point of escalation for equity-related clients, collaborating with engineering teams to develop product roadmaps and resolve 20 workflow-disrupting bugs.
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Planned, executed, and managed Key Performance Indicators (KPIs) for over 5+ informative webinars covering complex financial topics to a diverse range of clients with professionalism and expertise.
Financial Product Analyst
July 2019 - May 2020
San Francisco, CA
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Developed robust valuation models utilizing Bloomberg’s Query Language (BQL) and served as a product specialist, ensuring accurate application of results for investment decisions for prominent clients on the West Coast.
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Leveraged extensive product and market expertise to address approximately 5,000 inquiries from clients, covering topics such as programmatic assistance of BQL, factor back testing, and technical analysis.
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Conducted approximately 200 technical demonstrations to over 1,750 quantitative analysts, traders, and portfolio managers, illustrating the intricacies of equity offerings and sensitivities to market changes, resulting in enhanced client workflow efficiency.
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Promoted to a senior point of escalation for equity-related clients, collaborating with engineering teams to develop product roadmaps and resolve 20 workflow-disrupting bugs.
Product Management Intern
June 2018 - Present
San Francisco, CA
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Accessibility Product: owned product development, roadmap meetings, design operations, customer success to minimize Microsoft accessibility issues by ~60%
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Specialized in US EPA Section 508 and WCAG accessibility standards
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Skills Management Product: worked with internal and external cross-functional teams on requirement gathering, functionality development, and conducting product advisory panels
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Created a strategic plan, product roadmap, and prioritization scorecard to assist for future accessibility issues using global and national standards
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Analyzed large data customer issues for product improvement and customer service using Mean Time to Resolve (MTTR) metric within one build by 20% using Python
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Communicated professionally with high-level stakeholders (ex. senior level management and large corporation representatives) on a daily basis and project statuses
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Marketing Research Associate
Sep 2017 - Nov 2017
Boulder, CO
Cataworx is a Business-to-Business telecom software startup based in Boulder, CO. They redefine how telecommunication service providers buy and sell wholesale connectivity services. I managed numerous cross-functional events and campaigns to increase visibility. I was able to design a brand portfolio with many of my designs used at the MEF17 Telecom Conference with over 200+ companies and 1000+ attendees.
Marketing Associate Intern
June 2016 - Sep 2016
Mountain View, CA
My time at Alan Wang Realty Group has taught me more than every detail of the real estate process. I was able to create a brand portfolio, social media usage guide, communications strategies, as well as managing cross-functional events. I was surrounded by a strong team culture and learned numerous leadership styles.
Languages I speak:
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Native English
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Spanish
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Mandarin Chinese
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Limited proficiency Vietnamese
Certifications
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Agile at Work: Planning with Agile User Stories
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Agile Project Management Principles
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Agile at Work: Building Your Agile Team
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Transitioning from Waterfall to Agile Project Management
Computer & Business Skills
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Python
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SQL
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JIRA
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Bloomberg Excel API
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Bloomberg BQL ( Query Language)
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Visual Basic for Applications
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Microsoft Office (and Mac Equivalent)
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Tableau
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SAP EC 6.0: MM, SD, FI, CO, PP, WM, QM, PS
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SAP SuccessFactors
Places I've Been
Projects I've Worked On
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Designed and implemented department-wide onboarding and relocation guide used across 3 new hire cohorts streamlining role expectations, targets, and metrics increasing department onboarding efficiency - Click to see the guide
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Co-authored “Hunt New-Economy Stocks Favored By Rising Demographic Cohorts,” Bloomberg Market Magazine, June 2021, reaching over 300,000 - Read it here
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Ideated, designed, and launched Homely, a house maintenance app - check it out in the app store
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Made finance relatable by co-hosting a podcast - listen here or on Spotify/Apple Music
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Owned the design to print lifecycle for Cataworx's MEF17 marketing materials - check out the branding
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Designed branding guide and all marketing materials for Alan Wang Realty used across 20 agents in the Bay Area