Coronado Historical Association
Executive & Finance AssistantAccrual accounting support, reconciliations, reporting schedules, board materials, and audit-ready nonprofit finance documentation.
Recruiter portal · Shy LeeFinance discipline.
Open to finance, investment research, and analyst opportunities
Finance discipline.
Operational perspective.
U.S. Army veteran and finance professional combining equity research, accounting, financial analysis, and five-plus years inside mission-critical data center operations.
Professional summary
Analysis grounded in accountable execution.
I translate complex operating and financial information into clear decisions, with a process shaped by military accountability, hands-on infrastructure work, and fundamental investment research.
My work connects financial statements to the business beneath them: revenue drivers, margin structure, capital allocation, industry constraints, valuation, and the evidence that would change a thesis.
Professional experience
LightEdge Solutions
Data Center Network Operations TechnicianMission-critical infrastructure operations, service coordination, asset controls, compliance records, and cross-functional issue resolution.
United States Army
Supply Specialist & Financial Management TechnicianAviation and ground logistics, accountable inventory, budgeting support, reconciliations, and reporting across more than $10 million in operational expenditures.
Wilgus Associates
Junior Reconciliation AccountantLedger maintenance, bank reconciliations, variance investigation, month-end support, and automation that reduced reconciliation time by 50%.
Education
Finance foundation
SDSUFowler College of Business
Bachelor of Science in Finance · Expected 2027
Miramar College
Associate of Science in Business Administration · 2024
Aztec Investment Fund
Fundamental equity research and investment-thesis development, including an AI infrastructure thesis informed by data center operating experience.
CertificationsView certification roadmap →
Applied development
QuickBooks Online Level 1Completed
Bloomberg Market ConceptsCompleted
Microsoft ExcelIn progress
SIEPlanned
FMVAPlanned
Businesses worth understanding.
Illustrative research records demonstrate the structure of the Luna1 process; values are not real-time market data.
Python projects
Tools that make analysis repeatable.
Resume document pipeline
Programmatic generation of a recruiter-ready resume with consistent typography, spacing, and privacy-safe contact routing.
Python · ReportLab · PDF validationOne-page profile generator
A compact two-column candidate brief generated from structured professional, education, research, and skills content.
Python · structured content · print layoutFinancial models
Valuation with visible assumptions.
01
Discounted cash flow
Revenue, margin, tax, discount-rate, and terminal-growth sensitivities.
02
Comparable companies
Peer multiples organized around growth, profitability, cash conversion, and expectations.
03
Explore financial models →Scenario analysis
Base, upside, and downside cases with explicit catalysts, risks, and invalidation points.
“A thesis is not a story to defend. It is a hypothesis to update as evidence changes.”
Start with business change. Test it through earnings, competitive position, institutional recognition, valuation, technical structure, and explicit risk rules.
Read the full philosophy →Portfolio
Conviction made accountable.
Every position begins with a written thesis, an evidence checklist, a defined add level, and a clear invalidation rule.
Public portfolio examples are manually updated and educational only. They do not represent real-time brokerage data or personalized investment advice.
View portfolio methodology →Process improves when errors become data.
01Record
Capture the decision, evidence available, and emotional context without rewriting history.
02Classify
Separate analytical, sizing, timing, execution, and process errors.
03Correct
Translate the lesson into a checklist, threshold, or repeatable portfolio rule.
A career built across finance and operations.
Accounting
U.S. Army
Data centers
Business degree
Finance & research
B.S. Finance
Contact
Contact Shy ↗Start a professional conversation.
Recruiting inquiries are welcome through the secure site contact form. Private contact details are intentionally not published.