Welcome to my website. Thank you for visiting!

I’m an undergraduate at UNC Charlotte studying Computer Science, Mathematics, and Finance, with interests spanning banking, quantitative analysis, and financial technology. I interned in Commercial Banking at Wells Fargo in Summer 2027 and previously worked in credit risk and process automation at Continental. I’m also an undergraduate researcher studying numerical optimization and applying machine learning and large language models to financial-fraud detection. Through CO-LAB and UNC Charlotte’s Student Managed Investment Fund, I’ve supported founders, conducted equity research, and built experience in valuation and portfolio risk analysis.

Awards & Recognition

Competition

8th Place — Chicago Quantitative Association Investment Challenge 2025-2026

Earned an eighth-place finish in a quantitative investment competition focused on portfolio analysis and investment strategy.

Scholarship

Glenn Whaley Memorial Scholarship

UNC Charlotte · May 2026

Scholarship

IFC Excellence Scholarship

UNC Charlotte Interfraternity Council · April 2026

Leadership

Exemplary Leadership and Dedication to Financial Literacy

UNC Charlotte Niner Finances · February 2025

Recognized at the Third Annual Financial Literacy Symposium for leadership and contributions toward advancing financial literacy.

Investment Management

SMIF Analyst of the Year

UNC Charlotte Student Managed Investment Fund · 2026

Recognized for outstanding equity research, valuation, and risk analysis while helping manage the fund’s $700,000 equity portfolio.

Academic Honors

Chancellor’s List

University of North Carolina at Charlotte

Awarded for earning a semester GPA of 3.8 or higher.

  • Spring 2026
  • Fall 2025
  • Spring 2025
  • Fall 2024
  • Spring 2024
  • Fall 2023

Professional Experience

Commercial Banking Intern

Wells Fargo

Summer 2027

Gained experience in commercial credit, financial analysis, and client-focused banking.

Applied Math Research Assistant

UNC Charlotte Klein College of Science

January 2026 - Present

Researching numerical optimization methods for inverse problems through iterative algorithms, mathematical modeling, and computational experiments.

Undergraduate Researcher

UNC Charlotte School of Data Science

January 2026 - Present

Studying financial fraud and illicit activity on social media using large-scale data, feature engineering, machine learning, and LLM-based classification models.

Strategy Analyst Intern

CO-LAB at UNC Charlotte Center City

January 2025 - Present

Building operational tools and resources for founders, including an automated event-space booking workflow, while supporting market research, pitch preparation, and entrepreneurial programming.

Quantitative Risk/Financials & REITs Sector Analyst

Student Managed Investment Fund - UNC Charlotte Belk College of Business

August 2025 - May 2026

Selected for an eight-student analyst team managing a $700,000 equity portfolio. Conducted equity research, DCF and relative valuation, and risk analysis, earning SMIF Analyst of the Year.

Credit Analyst Intern - Process Automation & Risk Analytics

Continental

January 2025 - January 2026

Managed credit exposure for a $100M+ receivables portfolio, developed machine-learning models for customer segmentation and anomaly detection, and automated more than 1,000 financial-request emails with Python and VBA.

Financial Wellness Coach

UNC Charlotte Niner Finances

September 2023 - February 2025

Designed workshops on fintech, investing, and personal finance; presented to audiences of up to 90 people; and received an award for leadership and dedication to financial literacy.

Research

Undergraduate research spanning applied mathematics, computational optimization, data science, and the detection of coordinated inauthentic behavior online.

Applied Mathematics

Improving Escalier Step Function Approximation with Exact Root-Finding research poster

Improving Escalier Step Function Approximation with Exact Root-Finding

Advisor: Dr. Sebastien Bossu · UNC Charlotte Department of Mathematics and Statistics

Replaced brute-force grid search with continuous optimization and exact root-finding, improving accuracy for oscillatory functions while achieving substantial computational speedups.

Data Science

First page of the Unsupervised Detection of Inauthentic Accounts on Reddit research paper

Unsupervised Detection of Inauthentic Accounts on Reddit

Advisor: Dr. Keith Burghardt · UNC Charlotte School of Data Science

Developed a Reddit-specific detection pipeline using seven behavioral similarity signals and LLM-assisted verification to study coordinated activity across general and finance-focused communities.

Student Managed Investment Fund

Projects and initiatives related to the Student Managed Investment Fund.

Reallocation Proposals

ETF Liquidation and Reallocation Proposal title slide from October 27, 2025

ETF Liquidation and Reallocation Proposal — October 27, 2025

A proposal for liquidating selected ETFs and reallocating portfolio capital.

Financials / REIT Sector

Mercado Libre analysis title slide from April 22, 2026

Mercado Libre (MELI) — April 22, 2026

An analysis of Mercado Libre and its financial services ecosystem.

Capital One Financial analysis title slide from March 18, 2026

Capital One Financial (COF) — March 18, 2026

An analysis of Capital One Financial and its position in the financial sector.

Public Storage analysis title slide from November 17, 2025

Public Storage Analysis — November 17, 2025

An analysis of Public Storage within the real estate investment trust sector.

Financials and REITs Industry Overview title slide from October 6, 2025

Financials and REITs Industry Overview — October 6, 2025

An overview of the financial services and real estate investment trust sectors.

Special Topics

Tokenization presentation title slide from January 27, 2026

Tokenization — January 27, 2026

An overview of tokenization and its applications in modern financial markets.

Cryptocurrency presentation title slide from January 14, 2025

Cryptocurrency — January 14, 2025

An introduction to cryptocurrency as an emerging investment topic.

CAPM and WACC - September 15, 2025

CAPM and WACC - September 15, 2025

Presented and explained the concepts of Capital Asset Pricing Model (CAPM) and Weighted Average Cost of Capital (WACC).

Quantitative Risk Reports

Quantitative Risk Presentation title slide from March 17, 2026

Quantitative Risk Presentation — March 17, 2026

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from February 17, 2026

Quantitative Risk Presentation — February 17, 2026

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from January 21, 2026

Quantitative Risk Presentation — January 21, 2026

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from November 17, 2025

Quantitative Risk Presentation — November 17, 2025

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from November 3, 2025

Quantitative Risk Presentation — November 3, 2025

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from October 20, 2025

Quantitative Risk Presentation — October 20, 2025

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from October 6, 2025

Quantitative Risk Presentation — October 6, 2025

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Presentation title slide from September 22, 2025

Quantitative Risk Presentation — September 22, 2025

SMIF quantitative risk and portfolio analysis presentation.

Quantitative Risk Analysis - September 8, 2025

Quantitative Risk Analysis - September 8, 2025

Describes the quantitative risk analysis conducted for the SMIF portfolio on September 8, 2025.

Niner Finances Projects

Educational and outreach projects developed during my time with Niner Finances.

Niner Finances Educational Canvas Modules

Niner Finances Educational Canvas Modules

I created and reviewed educational canvas modules for Niner Finances. Check some of them by clicking the image above!

The Financial Wellness Collective

The Financial Wellness Collective

Click above to see the website.

UNC Charlotte Classroom Projects

Academic projects completed during my studies at UNC Charlotte.

First page of the Robot Trajectory Optimization via Constrained Nonlinear Programming paper

Robot Trajectory Optimization via Constrained Nonlinear Programming

MATH 4175/5175 final project applying constrained nonlinear programming and SLSQP to optimize a robot’s path around obstacles while evaluating trajectory smoothness, discretization stability, and KKT optimality conditions.

Loan Approval Project

Loan Approval Project

Academic project analyzing factors affecting loan approval. Click above to see the pdf.

The Impact of Family on Student Success

The Impact of Family on Student Success

Academic research project analyzing factors affecting student performance. Click above to see the pdf.

Bank Customer Churn Analysis

Bank Customer Churn and the Factors Affecting It

Data analysis project examining customer retention patterns in banking. Click above to see the pdf.

Predicting Housing Prices

Predicting Housing Prices Using Regression Models

Machine learning project using regression analysis to predict real estate values. Click above to see the pdf.

Credit Card User Behavior Analysis

Behavioral Segmentation and Predictive Modeling of Credit Card Users

Advanced analytics project on credit card customer behavior patterns. Click above to see the pdf.

Clustering Startups

Clustering Startups Using Crunchbase Data

Analysis of startup data from Kaggle using machine learning clustering techniques. Click above to see the pdf.

SWE Final Project - Restaurant API Development

SWE Final Project - Restaurant API Development

Development of a RESTful API for a restaurant review application. Click above to see the GitHub repository.

Get In Touch

I'd love to hear from you!