Building the first AI-native operating system for insurance distribution.
We are hiring!
Investment Team
Farallon Capital Management
Jun 2016 - Sep 2016(4 months)
Risk arbitrage and event-driven equities, while a Stanford MBA student
Investment Team
Stanford Management Company
Jan 2016 - Jun 2016(6 months)
Special projects for the Stanford Endowment, while a Stanford MBA student
Equity Research
AB BERNSTEIN
May 2010 - Jul 2010(3 months)
Chief Strategy Officer
Ethos
Wore many hats as a member of senior leadership team - during my time at Ethos:
☑️ We protected tens of thousands of families and issued billions of dollars of life insurance coverage
☑️ I built from scratch and led the finance, strategy & biz ops, biz analytics, accounting, legal, and people teams
☑️ We hired over 300 people, from a team of 20; my teams scaled from 1 person to over 30 people
☑️ Revenues grew from single-digit millions to triple-digit millions
☑️ Valuation increased from less than $150 million to nearly $3 billion, raising $360+ million new capital along the way
Senior Investment Analyst
Yale Investments
Part of small team responsible for investing Yale's Endowment, with a focus on absolute return and asset allocation
Helped drive over $800 million of new investments across multiple phases of investment process, including sourcing, due diligence, memo writing, legal work, and sizing
Investment Team
Empyrean Capital Partners
Special Situations Investing
Education
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MBA, Henry Ford II Scholar (Valedictorian), Siebel Scholar
Stanford University Graduate School of Business
Jan 2015 - Dec 2017(3 years)
BA, Economics with Distinction, Summa Cum Laude, Phi Beta Kappa
Yale University
Asian American Students Alliance (Co-Moderator, Treasurer)
Awards
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Siebel Scholar
Siebel Scholars Foundation
Awarded to top 5 MBA students in the class, based on academic excellence and demonstrated leadership during the first year of Stanford GSB