Curriculum
Vitae
Download PDFEducation
University of Utah — David Eccles School of Business
Aug 2025 – May 2029Bachelor of Science, Finance · Dean's List (Fall 2025, Spring 2026)
- Wealth Management & Investing Club, Real Estate Club
- Pursuing FINRA Securities Industry Essentials (SIE) certification
Work Experience
Palos Verdes Beach & Athletic Club
Sep 2022 – Aug 2025Lifeguard · Palos Verdes Estates, CA
- Oversaw safety for an average of 300+ guests per day; maintained a 100% incident-free record over 3 years
- Trained new team members on protocols and daily operations
- Conducted daily chemical readings to ensure compliance with health and safety regulations
- Certifications: Red Cross Lifeguard, CPR, AED
Competitions & Projects
Utah Real Estate Competition — Foothill Landing
Jan – Mar 2026ARTRUTX Development Group · University of Utah
- Developed a 112,000 SF, $70.2M community and wellness center proposed for the University of Utah's upper campus
- Built a full development pro forma including capital structure, operating budget, and revenue projections
- Surveyed 65 students; 89% confirmed demand, 91% indicated they would use the facility
- Presented to a panel of 18 real estate industry professionals at the David Eccles School of Business
Generative AI Hackathon — AI Solutions for Healthcare
Mar 2026University of Utah · Intermountain Children's Community Health
- Designed and prototyped an AI-powered ordering and event support system in 6 hours
- Replaced a manual Microsoft Forms workflow with NLP-driven automated classification and routing
- Built real-time administrative dashboards for fulfillment tracking and staffing coordination
- Conducted geographic equity analysis using ADI (Area Deprivation Index) data for community health resource distribution
IS Data Analytics Challenge (IS 2010)
University of Utah
- 3rd place finish analyzing sales, weather, and foot-traffic data using Excel (pivot tables, statistical functions, predictive modeling)
- Delivered insights on university coffee cart sales and campus activity patterns
University Involvement
Wealth Management & Investing Club (WMIC)
Aug 2025 – PresentUniversity of Utah — David Eccles School of Business
- Member; Ambassador role begins August 2026
Real Estate Club
Aug 2025 – PresentUniversity of Utah — David Eccles School of Business
- Member
Sorenson Impact Institute
Begins Aug 2026University of Utah
- Selected as Future Analyst, focusing on impact investing and social finance
Scholar Opportunity Fund
Begins Aug 2026- Selected as Analyst for this student-run investment fund
Leadership
Associated Student Body — Palos Verdes High School
Aug 2024 – Jun 2025President
- Led an ASB of 53 members; organized school-wide events and collaborated with faculty and administration
- Developed leadership, problem-solving, and public-speaking skills in a high-visibility elected role
Alternative Investments Club — Palos Verdes High School
Aug 2022 – Jun 2025President (Senior Year) · Member (3 Years)
- Led weekly meetings, brought in guest speakers, and facilitated discussions on diverse investment strategies
- Grew personal investment portfolio by 55% over 6 years through disciplined strategy and active management
Varsity Golf Team — Palos Verdes High School
Aug 2021 – Jun 2025Captain (Senior Year) · 4-Year Varsity Player
- Led team as captain; organized practices and competed in tournaments throughout Southern California
- Current handicap: single digits
Boy Scouts of America
Aug 2018 – Sep 2024Eagle Scout · Senior Patrol Leader
- Eagle Scout (highest BSA rank) — earned September 2024 after 6+ years
- Eagle Scout Project: donated 9,000+ used books to Wilson High School in East Los Angeles; created murals and furnished a new library space
- Senior Patrol Leader: led troop of 80 scouts through weekly meetings, activity planning, and development
- 500+ miles hiked, 75+ nights camped across multiple high-adventure trips
Skills & Certifications
Financial & Analytical
Excel (pivot tables, statistical functions, pro forma modeling), financial modeling, data analytics, portfolio management
Technology & AI
Prompt engineering, NLP-driven system design, Claude API, administrative dashboards, proof-of-concept prototyping
Certifications
- Bloomberg Finance Fundamentals — Bloomberg
- Bloomberg Market Concepts (BMC) — Bloomberg
- Building with Claude API — Anthropic
- AI Fluency Framework & Foundations
- Red Cross Lifeguard Certification
- CPR & AED Certification
- LEAD Climbing Certification — Summit
- Pursuing: FINRA Securities Industry Essentials (SIE)
Personal Achievements
Salt Lake City Triathlon — Olympic Distance · April 2026
Malibu Triathlon — Sprint Distance · October 2023
Kings Peak Summit (13,534 ft — Utah's highest point) · September 2023
Boundary Peak Summit (13,147 ft — Nevada's highest point) · June 2022
Mount Whitney Summit (14,505 ft — highest peak in the contiguous US) · July 2021
Interests
Film Photography
Landscapes and portraits; sold prints and taken family commissions; submitted work to magazines · @kouzfilm
Golf
Single-digit handicap; 4-year varsity competitor at Palos Verdes High School
Endurance & Climbing
Triathlon (Olympic & Sprint), Ironman/marathon training, rock climbing (LEAD certified)
Travel
Croatia, Germany, Italy; interested in global markets and cultures