Luna1 Market Pulse

AFTER HOURSOpens Thursday in 14h 30m
i

Market data may be delayed and is provided for informational and educational purposes. Luna1 does not guarantee its accuracy or completeness.

SPYS&P 500 ETFChange unavailableUNAVAILABLE
RUTRussell 2000Change unavailableUNAVAILABLE
US10YU.S. 10-Year TreasuryChange unavailableUNAVAILABLE
GOLDGoldChange unavailableUNAVAILABLE
NVDANVIDIAChange unavailableUNAVAILABLE
AAPLLong-Term CompoundersChange unavailableUNAVAILABLE
COSTLong-Term CompoundersChange unavailableUNAVAILABLE
AMZNLong-Term CompoundersChange unavailableUNAVAILABLE
Data via Financial Modeling Prep
Resume · Shy Lee

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.

Core capabilities include Financial statement analysis, Budgeting and forecasting, Account reconciliation, financial modeling, valuation, and investment-thesis development.

Experience

Professional experience

01

Coronado Historical Association

Executive & Finance Assistant
  • Support accrual-basis accounting activities in QuickBooks Online, including transaction recording, journal entries, accounts payable processing, and monthly bank and credit-card reconciliations.
  • Prepare financial reports, supporting schedules, and board materials used for budgeting, cash-flow planning, and executive decision-making.
  • Maintain audit-ready financial records, organize supporting documentation, and assist with tracking restricted and unrestricted funds in accordance with nonprofit accounting requirements.
02

LightEdge Solutions

Data Center Operations Technician / NOC Technician
  • Diagnose and resolve network outages, connectivity issues, latency, hardware failures, and security alerts across routers, switches, servers, and storage systems.
  • Support cloud-storage and VMware virtualized environments by monitoring virtual machines, managing storage access, troubleshooting connectivity and performance issues, and documenting incidents through ticketing systems.
  • Provision customer infrastructure, including server installations, rack-and-stack deployments, structured cabling, IP connectivity, storage access, and remote-hands support.
  • Support firewall rule changes, port configurations, network access requests, and connectivity testing while following change-management and cybersecurity procedures.
03

United States Army

Supply Specialist & Financial Management Technician
  • Coordinated fuel supply operations supporting aviation and ground missions while managing accountable inventory, equipment, and mission-critical supplies.
  • Assisted with tracking and reporting more than $10 million in operational expenditures supporting unit financial operations.
  • Maintained financial records, processed transactions, supported reconciliations, and prepared reports for budgeting, cost monitoring, and compliance.
04

Wilgus Associates

Junior Reconciliation Accountant
  • Maintained ledger accounts, processed transactions, and performed bank reconciliations to ensure accuracy.
  • Investigated discrepancies and supported month-end close through reconciliation documentation and reporting.
  • Implemented automated reconciliation processes 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

Investment Organizations & Applied ExperienceAztec Investment Fund (AIF)

Student-managed investment fund focused on equity research, valuation, portfolio analysis, and investment decision-making.

Certifications

Applied development

QuickBooks Online Level 1Completed
Bloomberg Market ConceptsCompleted · Certificate ↓
Microsoft ExcelCompleted
CFA Level IPlanned · August 2027
View certification roadmap →
Investment philosophy
“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.