Previous experience in private equity, portfolio management, and equity research.
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
Equity and private market investment analysis, including portfolio performance optimization.
Financial modeling, market research, and valuation for commercial and private investment opportunities.
Client relationship management and strategic communication in high-stakes financial environments.
Fluent in Korean.
Education, Affiliations, and Licenses
Bachelor of Arts in Economics, Minor in Finance – Oberlin College
