Curriculum
Vitae

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Education

University of Utah — David Eccles School of Business

Aug 2025 – May 2029

Bachelor 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 2025

Lifeguard · 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 2026

ARTRUTX 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 2026

University 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 – Present

University of Utah — David Eccles School of Business

  • Member; Ambassador role begins August 2026

Real Estate Club

Aug 2025 – Present

University of Utah — David Eccles School of Business

  • Member

Sorenson Impact Institute

Begins Aug 2026

University 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 2025

President

  • 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 2025

President (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 2025

Captain (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 2024

Eagle 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