Experience

Depth of credibility

A record of real work across advising, research, and leadership. This timeline shows progression, outcomes, and the environments where I have grown.

Timeline

Evidence, progression, and range

Use category filters to focus the timeline. Entries are keyboard-focusable and ordered with most recent experiences first.

  1. Incoming 2025

    UVU Foundation Ambassador

    Utah Valley University Foundation

    [Leadership] Leadership & Teaching
    • Selected to represent student perspective in university advancement initiatives.
    • Contribute to relationship-building efforts between students, donors, and institutional partners.

  2. 2024 - Present

    Intern

    Amicus Financial Advisors

    [Finance] Finance & Advising
    • Built the Quarterly Client Check-Up SOP across Black Diamond, Schwab, Wealthbox, MoneyGuidePro, Box, and Excel.
    • Conducted client review preparation and supported advisor workflows to improve execution consistency.
    • Developed a financial review checklist app for internal use and repeatable quality control.

  3. Ongoing

    Research Assistant

    UVU FinTech Center

    [Research] Research & Strategy
    • Designing an AI financial coaching study targeting publication in the Journal of Financial Counseling and Planning.
    • Selected IFDFW and Lown's FSES instruments to measure financial self-efficacy outcomes.
    • Drafted a FinTech minor proposal for UVU to strengthen curriculum direction.
    • Prepared a presentation on AI compliance and client data privacy for practical adoption discussions.

  4. Ongoing

    Mentor

    International Student Council, UVU

    [Leadership] Leadership & Teaching
    • Mentor international students navigating U.S. higher education systems and expectations.
    • Use lived perspective as a Taiwanese student who arrived in 2022 to support transition and belonging.

  5. Ongoing

    Volunteer Tutor

    Bethany Children's Home

    [Leadership] Leadership & Teaching
    • Tutor children across core academic subjects with a patient, relationship-first approach.
    • Built trust through consistent support and structured weekly learning sessions.

  6. Ongoing

    Finance Tutor

    Utah Valley University

    [Finance] Finance & Advising
    • Tutored students in financial planning coursework across foundational and applied topics.
    • Translated complex concepts into accessible frameworks students could use independently.

  7. 2025

    1st Place

    FPA Utah-Idaho Financial Planning Challenge

    [Finance] Finance & Advising
    • Competed in a live financial planning case competition under time-constrained conditions.
    • Awarded first place among regional competitors based on analysis quality and recommendation clarity.

  8. 2025

    Attendee

    T3 Technology Tools for Today Conference

    [Research] Research & Strategy
    • Attended an industry-leading financial technology conference to benchmark advisory technology trends.
    • Reinforced builder identity after seeing a classmate develop fintech software in real time.

  9. Prior

    Equity Research Intern

    Bi-Yang Fund, Taipei

    [Finance] Finance & Advising
    • Conducted comparable company analysis to support equity research conclusions.
    • Built financial models and contributed to investment decision-making discussions.

  10. Prior

    Market Research Intern

    Agile Strategy Consulting

    [Research] Research & Strategy
    • Conducted market research and competitive analysis across client projects.
    • Built strategic recommendation decks and translated research into decision-ready narratives.