UC Davis graduate. Please feel free to contact me at JL1679@gmail.com
upgrade.com
dividendfinance.com
statestreet.com
San Francisco, California, United States
Senior Manager, Investor Strategy & Execution
Upgrade, Inc.
• www.linkedin.com/company/upgrade-inc-
Feb 2025 - Present
Manager, Investor Strategy & Execution
Upgrade, Inc.
• www.linkedin.com/company/upgrade-inc-
Jun 2022 - Feb 2025
Senior Analyst, Investor Strategy & Execution
Upgrade, Inc.
• www.linkedin.com/company/upgrade-inc-
Jun 2021 - May 2022
Financial Analyst
Dividend Finance
• www.linkedin.com/company/dividendfinance
Jul 2019 - Jun 2021
San Francisco, CA
Financial Operations Associate
Laird Norton Wetherby
• www.linkedin.com/company/lnwadvisors
Apr 2018 - Jul 2019
San Francisco, CA
Intern - Alternative Investments
Pavilion Alternatives Group
• www.linkedin.com/company/pavilion-alternatives-group
Oct 2017 - Mar 2018
El Dorado Hills, CA
