At RealX, I prepare financial models and forecasts for budgeting, revenue planning, and margin analysis, and build Excel- and Python-based dashboards to track performance.
Since 2023, I’ve managed a self-directed, multi-account equity portfolio for my personal holdings and about five family and friend investors. I conduct monthly reviews and rebalancing, with average annual returns of about 20% through individual stock selection.
I ranked in the Top 40 worldwide in the LSEG (Refinitiv Eikon) global investment portfolio management competition. In self-directed projects, I developed a Python quantitative trading algorithm that achieved an approximate 60% win rate on signal-based trades, and built a machine-learning email classification model.

