Technologies

I've worked with a range a technologies in the web development world. From Back-end To Design

• Front-End

  Experiece with:
  React
  Redux
  JavaScript
  Apollo
  NextJS
  

• Back-End

  Experience with:
  Python
  Django
  AWS
  MongoDB
  PostgreSQL
  GraphQL
  Express
  NodeJS
  Pandas
  Numpy
  MatplotLib
  

• UI/UX

  Experience with:
  Material UI
  Ant Design
  Sass
  Figma
  

About Me

My name is Alex and I am product manager with experience in finance and software engineering. I have 8 yrs + experience in creating B2B and B2C Fintech products in generating revenue for investors through the creation and sales of various financial products.

I was in charge of managing and launching a B2B SAAS product that helped reduce our groups' investor and SEC reporting by 50%. The product was a data-driven investment management SaaS system used for portfolio management, investor reporting and business intelligence. I drove the product vision and roadmap, wrote user stories. The business intelligence system helped decrease expenses by 30%.

In my previous career as an investment analyst and Product Manager, I was a key contributor in leading a GTM strategy to create new investment products and marketing campaigns which led to the generation of an 80% increase in new users/investors and led to the fund growing Assets Under Management by 125% from $2 billion to $4.5 billion and 50% annual growth in fund topline revenue.

In addition, I am well versed in software engineering as I have built several apps and a fintech product that was able to gain 1000 early adopters in a 3 month time span.

I'm interested in taking my talents to a product manager role at an innovative technology or fintech company where I could apply my product leadership, technology, strategy and investment skills to create revenue generating products with exceptional user experiences..

Jan 2011

Musician/Guitarist/Audio Engineer

Jan 2013

Started my journey in finance as a Commercial Real Estate Analyst for Union Bank

Mar 2015

Joined Wells Fargo as a Private Equity Analyst

Jul 2017

Worked as an Investment Associate for Griffin Capital

Jun 2021

Began Learning JavaScript and Python

Sep 2021

Shared my projects with the world

Education/Certifications

University of California, San Diego

Bachelor of Arts, Economics, June 2011

Chartered Financial Analyst (CFA) I

Passed June 2019

Work Experiece

Investment Associate

Griffin Capital ▪ Los Angeles, CA ▪ July 2017 - July 2021
• Constructed and managed both a Private Credit and Real Estate Fund of Funds portfolio consisting over $50 billion of invested assets and $4 billion in committed capital with a focus on generating high idiosyncratic and risk adjusted returns.
• Assisted in the closing of 25 investments. Portfolio investments included primary and co-investments in Private Equity Funds, Senior and Subordinated Loans, Preferred Equity, and Commercial Real Estate.
• Built and created investment memos, models, dashboards and Business Intelligence System for prospective investments and data collection of prospective and current investments.
• Performed research around new investment areas, strategies, fund managers, portfolio construction and product development.

Private Equity Analyst

Wells Fargo Securities ▪ Irvine, CA ▪ March 2015 - July 2017
• Invested in 80 funds, $1.2 billion committed capital with $20 billion invested in 1,253 portfolio companies.
• Assisted in the closing of 15 investments. Investments included investments into Private Equity, Venture Capital, Debt and Real Estate funds and various Co-Investments.
• Reviewed and built various investment models including private equity fund models and leverage buyout models.
• Participated and led screening of due diligence meetings with new and existing investment opportunities.