Angela Liu

• Developed a comprehensive financial plan for a UHNW entrepreneur with over $100M in assets • Conducted an in-depth analysis of portfolios with varying allocations of equity and fixed income (0/100 to 100/0) over the past 25 years, assessing risk-return trade-offs, corrections, and recovery periods • Performed Monte Carlo analysis to project the expected annual return and risk, maximum drawdown, portfolio balance, withdrawal success, and cash flows for a standard 60/40 portfolio over the next 5 to 30 years

• Sourced and performed due diligence on 6 potential seed round deals in the blockchain industry • Conducted market analysis for the AI Video Generator market

• Evaluated the financial feasibility of a multifamily project in California • Proposed and presented data-driven strategic recommendations to C-suite executives that contributed to the project’s forward strategies, including phased development to align with market conditions and flexible financing structures