About
Experience and Recognition
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Previous experience in private equity, portfolio management, and equity research.
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Previous roles include Private Equity Analyst positions at Cellar Door Equity Partners and Legacy Capital Partners, also served as the Junior Portfolio Manager for the Oberlin Finance Club, managing a $400,000 AUM portfolio.
Expertise
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Equity and private market investment analysis, including portfolio performance optimization.
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Financial modeling, market research, and valuation for commercial and private investment opportunities.
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Client relationship management and strategic communication in high-stakes financial environments.
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Fluent in Korean.
Education, Affiliations, and Licenses
- Bachelor of Arts in Economics, Minor in Finance - Oberlin College
Achievements
Interests
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Fishing and being outdoors.
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Enjoys cooking and trying new foods.
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Weightlifting.
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Big New England Patriots fan.
