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At TresVista Analytics, I support private equity, asset management, and hedge fund clients through financial modeling, fund reporting, and investment-data workflows. I currently manage eight FTEs across two client engagements and serve as a primary client liaison.

I've built AI agents using Claude, Copilot, and Python to strengthen quality checks across financial models, PCAP schedules, K-1 notices, and Excel workflows. I also led a Copilot automation that reduced a high-volume workflow from eight hours to two while maintaining 100% accuracy.

Previously, I prepared and reviewed financial models, quarterly earnings updates, valuation analyses, and trading and transaction comparables. I also developed derived data and analytics for derivatives and commodity asset classes across global exchanges.

As an analyst supporting an AI/ML-driven hedge fund with over $80B in AUM, I analyzed earnings transcripts, analyst reports, SEC filings, KPI triggers, and research papers to connect sentiment and financial performance. I'm committed to growing within finance while delivering accurate, actionable analysis for investment teams.