Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- XF
Lists including Ricki
Work Experience
2020
FSO Senior -Digital Asset Specialist
2022
Financial Services Office
2021 - 2022
Financial Services Office
2020 - 2021
2020 - 2020
Founding Partner
2020 - 2020
2018 - 2020
Venture Partner
2020 - 2020
Skylightinv.com
Senior Associate/Principal
2019 - 2020
Associate
2018 - 2019
2018 - 2019
Portfolio Analyst
2018 - 2019
Student run fund with $2.7M AUM Managed Financials/REITs sector, specializing bank and diversified financials sub-sector Outperformed the Benchmark: 43.89% YTD, contributing 548 bps (Selection effect: 178 bps; Outperformed by 1526 bps) 14.67% STD, contributing 193 bps (Selection effect: 28 bps, Outperformed by 210 bps) Top Contributors of Portfolio Total Return in STD JPMorgan Chase & Co. (TR: 20.90%, CR: 51 bps, Attribution effect: 12 bps) Bank of America Corp (TR: 21.89%, CR: 38 bps, Attribution effect: 10 bps) Citigroup Inc. (TR: 17.54%, CR: 29 bps, Attribution effect: 13 bps)
2019 - 2019
FSO Intern
2019 - 2019
2018 - 2018
Emerging Leadership Program
2018 - 2018
2018 - 2018
Tax Preparer
2018 - 2018
2017 - 2018
Advisory Intern
2017 - 2018
2017 - 2017
Advisory Intern
2017 - 2017
2017 - 2017
Tax Preparer
2017 - 2017