Titan Capital Management: a twelve-month program where select students manage a $1.3 million fund of the CSUF Philanthropic Foundation endowment, under an Advisory Board of faculty and finance professionals.
Equity Analyst: May 2018 - Present
Analyzed legacy holdings and proposed opportunities to align portfolio with fund’s Investment Policy Statement
Leveraged engineering experience and modeling skills to value securities via discounted cash flow analyses
Collaborated within a decentralized team of eight analysts to gain consensus and decide investment strategy
OpTerra Energy Services/ENGIE Services US: ENGIE is a diversified utility and largest supplier of energy services in the world. ENGIE's global revenues were $76 billion in 2017.
Lead Project Engineer: April 2015 - Present
Project Engineer: September 2014 - April 2015
Calculated revenues, profits for solar power purchase agreements (PPA), $17 million in value
Authored business plan to value and acquire photovoltaic systems from struggling U.S. solar companies
Served as Regional Procurement Manager for PV; pricing effort enabled $86 million revenue across local region
Collaborated in work-group tasked to evaluate company culture and publish values; awarded bonus for results
Chevron Energy Solutions Company: improved public sector clients’ performance with innovative efficiency and renewable projects.
Project Engineer: September 2007 - August 2014
Executed due-diligence for Renewable Power Business Unit
Passed CA professional electrical engineer exam in April 2011; received license and awarded capability bonus
Contributed financial analysis for energy performance contracts, $32 million in revenue
Modeled photovoltaic (PV) production and utility savings used for more than $10 million in project revenues