About
Highly analytical and results-driven student leader with a strong foundation in finance, consulting, and venture capital, evidenced by securing a return offer from a top-tier VC firm. Proven ability to conduct in-depth market analysis, drive strategic initiatives, and optimize operations, contributing to significant business growth and investment decisions. Seeking to leverage robust quantitative skills and cross-functional collaboration expertise to excel in a challenging role within finance or strategic consulting.
Work
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Summary
Co-founded the first-ever venture club at UW-Madison, organizing 16 guest speaker events and 5 workshops, fostering venture capital and entrepreneurship.
Highlights
Founded the first-ever venture club at UW-Madison, organizing 16 guest speaker events and 5 workshops featuring industry experts in venture capital and entrepreneurship.
Sourced and evaluated 25 startups, conducting market sizing, competitive analysis, and pre-due diligence assessments for potential investment opportunities.
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Summary
Co-founded and led operations for Codex AI, an AI-powered, no-code enterprise operating system, securing partnerships and driving product solutions.
Highlights
Co-developed an AI-powered, no-code enterprise operating system, enabling companies to streamline data storage, management, and reporting, lowering operational barriers.
Secured 5 key partnerships with early-stage companies via targeted outreach and tailored product demos.
Directed website design optimization, improving user engagement by 20% through A/B testing and UI/UX refinements.
Drove the creation of product solutions tailored to enterprise clients' needs, contributing to the expansion of the company's user base.
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Summary
As an Investment Summer Intern, sourced and evaluated over 10 early-stage startups, directly contributing to two successful portfolio additions and presenting actionable insights to senior management.
Highlights
Sourced and evaluated over 10 early-stage startups in AI and enterprise services, conducting pre-due diligence, market TAM analysis, and competitive positioning studies.
Facilitated strategic analysis and investment pitches, directly contributing to investment decisions in high-potential startups, leading to two successful portfolio additions.
Conducted market research for enterprise software and AI startups, presenting actionable insights to senior management and investors.
Coordinated deal flow, collaborating with teams to ensure effective communication between startups and investors, demonstrating strong organizational skills.
Secured a return offer, validating exceptional performance and significant value contribution to the firm.
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Summary
As an In-pool PTA, supported strategic formulation by cold calling over 100 potential suppliers and managing 5,000+ inventory datasets to enhance business recommendations.
Highlights
Assisted in cold calling 100+ potential dairy suppliers under leadership guidance, establishing key connections and gathering critical operational data on supply chain metrics.
Managed and cleansed over 5,000 inventory datasets to ensure accuracy in product shelf-life and corporate classifications, contributing to actionable business recommendations for clients.
Supported the team in analyzing market trends and competitive positioning in the food and beverage sector, aiding in strategy formulation for clients.
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Summary
As a Management Consulting Intern, conducted desktop research and competitive benchmarking across FMCG and e-commerce industries to support strategic insights.
Highlights
Conducted desktop research on the FMCG and e-commerce industries, analyzing reports from key players like Alibaba, JD, and Meituan.
Assisted colleagues in measuring the e-commerce scale over the last five years for 8 consumer industries, including food and beverage, beauty, and daily cosmetics.
Participated in 2 interviews with experts in CRM and FMCG industries, independently completing interview transcripts to gather critical operational data on supply chain metrics.
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Summary
As a Consulting Intern, led the development of a digital data mid-office platform and spearheaded analytical initiatives to transform an insurance company's data infrastructure.
Highlights
Led the development of a digital data mid-office platform for a major illness insurance company, focusing on enhancing data integration, analytic capabilities, and customer experience optimization.
Spearheaded analytical initiatives to transform the insurance company's data infrastructure, improving risk assessment, fraud detection, and policy customization.
Employed advanced data analytics to improve risk assessment, fraud detection, and policy customization capabilities.
Collaborated closely with Accenture's consulting team to implement transformative digital solutions for the insurance client, streamlining their transition to a more data-centric and digitally enabled business model.
Volunteer
Wisconsin Climate Education Hub
|Active member
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Summary
Engaged in environmental research and community support, documenting ecological changes and assisting with climate conference logistics.
Highlights
Conducted 16 independent nature observations, meticulously documenting environmental changes and patterns, contributing valuable insights to the Hub's educational resources.
Served as a volunteer staff member at the 2024 Youth Climate Conference, assisting in event coordination, participant engagement, and logistical support.
Education
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Bachelor of Arts
Mathematics, Minor in Consulting Certificate
Grade: Dean's List (2022)
Courses
Micro/Macroeconomics
Calculus III
Climate Change and Sustainability
Probability
Linear Algebra
Modern Algebra
Analysis of Partial Differential Equations
Ordinary Differential Equations
Topology
Accounting and Finance
Languages
Mandarin
English
French
Skills
Technical Tools
Pitchbook, Crunchbase, Power BI, Adobe InDesign, Python, Tableau.
Mathematical Software
MATLAB, SAS, R, SPSS.
Business & Consulting
Investment Analysis, Market Research, Due Diligence, Strategic Planning, Data Analysis, Business Analysis, Financial Modeling, Project Management, Cross-functional Collaboration, Risk Assessment, Regulatory Compliance, Localization Strategy, Supply Chain Management, E-commerce, CRM, SaaS, AI, Enterprise Software, Digital Transformation, User Experience (UX), UI/UX Refinements, A/B Testing, Product Development, Partnership Development, Entrepreneurship, Startup Evaluation, Venture Capital, Deal Flow Management, Business Development.
Leadership & Soft Skills
Leadership, Team Management, Communication, Problem-Solving, Critical Thinking, Data-Driven Decision Making, Stakeholder Engagement.
Interests
Sports & Hobbies
Skiing, Golf, Dog Training, Tennis, Piano Arrangement.
Professional Development
CFA I (Candidate), Conference Volunteering (World AI Conference, MIT Innovation Forum).