CFA Level III Candidate with 4+ years of experience in wealth management, investment analysis, portfolio management, and client advisory. Experienced in managing diversified portfolios, conducting financial planning, asset allocation, investment research, and delivering client-focused financial solutions.
Evaluated early-stage and growth-stage startups through financial modeling and valuation analysis. Performed market research, due diligence, portfolio reviews, and investment opportunity assessment. Developed investment memorandums and stakeholder presentations.
