EDUCATION & CAREER

Built on Expertise.
Driven by Growth.

From a rigorous accounting foundation to corporate finance, financial analysis and wealth management.

01 / EDUCATION

University of Washington
Accounting · 2004–2008

I majored in Accounting, studying financial and managerial accounting, auditing, tax planning and corporate finance. I also explored business analytics, investment management and corporate strategy, building a strong foundation for a career in finance.

Through financial analysis projects and business case studies, I developed disciplined analytical skills, sound risk judgment and the ability to solve complex financial problems.

  • Business School Distinguished Student Honor
  • Financial Analysis Case Competition — Outstanding Team
  • Core Member, Student Investment & Business Analysis Association
  • Outstanding Annual Accounting Research Project

02 / PROFESSIONAL EXPERIENCE

Career Journey

01

Deloitte

I began my career as an audit assistant, working across financial audits, statement reviews, internal controls and risk assessments for clients in multiple industries.

This chapter gave me a rigorous accounting foundation and showed me how finance supports sound governance and better business decisions.

02

Microsoft

I joined Microsoft's finance team in 2012, focusing on budgeting, financial forecasting, business data analysis and performance evaluation.

Cross-functional collaboration taught me how to transform financial data into actionable insight and support strategic planning.

03

Merrill Lynch

My work spans financial analysis, investment research support, risk management and client asset planning, providing professional guidance to clients and teams.

Today, I combine accounting, financial analysis and business management experience to deliver professional and disciplined financial solutions.

03 / MILESTONES

Career Timeline

  1. University of Washington

    Built a strong foundation in accounting, audit and corporate finance.

  2. Deloitte

    Entered professional accounting and developed audit expertise.

  3. Microsoft

    Moved from public accounting into corporate finance.

  4. Senior Accounting Role

    Led reporting reviews, process improvement and collaboration.

  5. Merrill Lynch

    Expanded into wealth management and financial analysis.

  6. Senior Finance Professional

    Broadened focus to enterprise finance and systems optimization.