Verna is a Valuation Intern for KW Commercial 889-9898 with Russell Bernstein, CBI. As a graduate student, Verna is pursuing a Master’s degree in Finance at Simon Business School, University of Rochester, and she will be graduating in December 2020. Verna is currently in pursuit of CFA certification.

Verna is a data-driven financial analyst experienced in managing the portfolio and personal wealth, analyzing different kinds of business, interfacing with clients, and creating solutions for clients. Prior to interning with Russell, Verna worked as a financial advisor at a commercial bank, where she analyzed the client’s financial situation and helped the client build an appropriate investment portfolio given their return and risk appetite.

In addition, Verna is actively involved in student clubs. She is an Investment Analyst of a student-run fund (~200k AUM), and Finance & Investment Club. She conducted industry research in the consumer discretionary sector, collected and analyzed 10-K & 10-Q from 14 companies via Bloomberg and Capital IQ. Also, she performed the Excel valuation modeling on target companies using DCF, Residual income, and comparable analysis to generate prospective investment ideas and prepared equity research to the fund management.

At Simon Business School, Verna is currently taking some quantitative courses to strengthen her quantitative analysis skills. She is now proficient in building trading strategies and risk models using Python. To apply what she learned, she leverages Python to conduct some trading strategies by assessing the risk of stocks and to optimize her portfolios.

Outside of academic pursuits, Verna enjoys traveling around the world. Her dream destinations are Iceland and Switzerland.