B.S. Finance, Investment Concentration · B.S. Computer Information Systems & Technology — Naveen Jindal School of Management, The University of Texas at Dallas
Top leadership trait · Chapter 2Determination
Chapter 3 · Leadership style
How I lead — directive
I lead directively. If I know what needs to happen, I make the call and the team moves. I ask for input when I genuinely do not have the picture yet, and that is the signal to everyone that the question is open. The tradeoff I am aware of is that a directive style only works when I have actually done the work to earn the call.
Chapter 4 · Orientation
Task and relationship
My instinct is task behavior — structure, deadlines, a shared spreadsheet where everyone can see what is done. Relationship behavior is the side I am deliberately building, and it is the reason I took the Analysis Lead role on a five-person valuation team rather than a solo section.
Task72
Relationship48
Chapter 5 · Personal skills
What I bring
Administrative
Financial modeling and valuation — DCF and comparables
Advanced Excel
Inventory management and POS reconciliation
Interpersonal
Consultative sales
Customer service, three-plus years
Staff training and seasonal team coordination
Conceptual
Quantitative backtesting and statistical analysis
Equity research
Agentic systems and workflow design
Chapter 6 · Personal strengths
Where I am strongest
01LearnerI taught myself Python and the quantitative side of finance well enough to build a backtesting engine that evaluated more than 2,700 systematic strategies.
02AchieverI run Bubba’s Fireworks as owner and operator through a seasonal cycle where the entire year’s revenue lands in about two weeks.
03AnalyticalMy default move on any claim is to go find the number behind it, whether that is a valuation assumption or a strategy someone swears works.
Chapter 7 · Vision
Where I am going
To work where investment analysis meets applied engineering, building the models that make capital decisions faster and better evidenced.