Investor, Youtuber, Writer.
CV
Professional Summary
I bring with me years of experience in investment research, having both taken numerous finance courses in university and worked on various projects and for various companies in the field of equity investment research.
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My principles are simple yet powerful. I put forth an investing mindset that is long-term focused, with a particular eye for technologies that are disruptively changing the world for the better.
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Skills
Investment Research Writing Microsoft Office
Economics Crypto research Bitcoin Mandarin Chinese (Native Level)
Work Experience
Netwon.co — FinOps Analyst
August 2023 - Present
Researched and implemented AI Automation tools for process improvement/optimization. Supported the day-to-day operation of the OTC trading desk and finance department.
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Performed data analysis for various key operational metrics.
Netwon.co — Lead Content Creator
April 2022 - July 2023
Wrote and published engaging, knowledge-based content on over 70 blockchain projects, as well as various topics regarding crypto technology. Delivered datadriven and intuitive explanations.
Hosted "The Bitcoin Advocate Podcast", a Youtube and Spotify Podcast to educate and inform listeners about Bitcoin. Brings in around 100 listeners weekly.
Netwon.co — Client Success Team Lead
December 2021 - April 2022
Oversaw a client success team of 8 people, providing leadership and guidance to ensure exceptional customer support.
The company’s Trustpilot score went from 3.0 stars to 4.5 stars during my time as Team Lead.
Wealthsimple — Client Success Associate
July 2020 - December 2021
Responded to over 70 customer inquiries per day on average (email, chats, calls, social media tickets, etc), while maintaining a high level of professionalism.
Consistently met or exceeded targets while delivering excellent customer service and addressing client needs.
Grizzle.com — Investment Research Analyst
January 2020 - April 2020
Prepared reports, published articles (around 2 articles per week on average), and conducted fundamental analysis on publicly traded stocks, focusing on innovationdriven companies in the tech and healthcare sectors.
Loblaw Companies Limited — Real Estate Analyst (Co-op)
April 2019 - August 2019
As part of the leasing team, helped with efforts in the PC Express Expansion Project by negotiating and communicating with Loblaw’s business partners
Prepared reports for executives on things like market trends, demographic information, competitor analysis, and other factors related to real estate. Acquired and developed skills on research and how to communicate concisely and effectively.
Loblaw Companies Limited — Business Intelligence Analyst (Co-op)
April 2018 - January 2019
Performed period end account reconciliations and used SQL and SAS to automate many steps and processes, in the end reducing a week-long manual reconciliation process down to about 4 hours
Royal Bank of Canada — Techincal Analyst/Developer (Co-op)
January 2017 - April 2017 and September 2017 – December 2017
As part of a team developed a cloud-based web app called InSight, used to assist managers with scheduling and resource management. Resulted in increased transparency and other qualitative increases in various managers’ workflow.
Actively developed a cloud-based web app call called Direct Marketing, reduced a 2
to 3 week manual process down to less than 5 minutes. Led debugging efforts during
the QA phase of Project Direct Marketing
Education
September 2014 – December 2019
University Of Waterloo
Bachelor of Mathematics with Co-op Program
Achievements And Activities
Author of Hyperbitcoinization: A Story About A Revolution (First Published September 2022)
Wrote and published book on the exciting technological innovation that is Bitcoin. The book aims to approach Bitcoin from an economic as well as a philosophical perspective starting from first-principles.
Author of Financial Independence Theory (First Published February 2020)
Wrote and published book on the Financial Independence, Retire Early (FIRE) movement which aims to simply all things finance related and help people achieve financial freedom.
Founder and President of UW Book Club
Dedicated to active discussion and exploration of various topics from literary works
UW Stock Pitching Competition (Competed in 2014)
Reached the second round, the only team to do so that consisted of fully first-year undergraduate students
Kiva.org Microlending - (since 2011)
Contributed over $3000 USD to aid economic progress in developing countries