About
Trung (Mike) Huynh
AI product builder pursuing an MPS in Applied AI (Connect), based in Huntington Beach, CA
I am pursuing an MPS in Applied AI (Connect) at Northeastern, after a finance degree at UC Riverside that started me on the research side of the desk. As Lead Equity Research Analyst at Hylander Financial Group, which helps manage UCR's student investment fund, I built DCF and comparable-company models and wrote buy and sell theses that beat the portfolio's consumer-discretionary benchmark by 15%.
Now I build the AI systems that do that analysis at scale: multi-agent pipelines like my 5-agent stock-pitch engine, and Portfolio Scatter, my live risk-analysis platform that computes more than 15 quantitative risk metrics and backtests bear-market scenarios. Every number is computed in code, never guessed, and the AI behind it is eval-tested before it ships.
The output across equity research, tax preparation for 30+ clients, and reporting automation is the same. I take a messy financial process, learn it from the people doing it, then build and deploy the system that makes it faster, more accurate, and easier to trust.
Experience
- 01Jan 2026 – Present
AI Product Builder
Portfolio Scatter · portfolioscatter.com
- Built a client-facing financial analysis platform that integrates 15+ quantitative risk metrics to automate portfolio rebalancing recommendations across varying risk profiles.
- Backtested bear-market scenarios so clients can visualize portfolio resilience and optimize asset allocation.
- Built the AI import pipeline: CSV and XLSX statements parse deterministically, PDFs and screenshots fall back to an LLM parser, and the prompts are regression-tested before each release.
- 02Feb 2026 – Apr 2026
Tax Preparer
Orange County United Way · Orange County, CA
- Prepared 50+ federal and state returns for a non-profit through tax season for low-to-moderate-income households, holding high accuracy under IRS VITA standards.
- Interviewed 100+ clients to assess income sources (W-2, 1099, self-employment) and ensure accurate, compliant reporting.
- 03Mar 2025 – Jun 2025
Tax & Accounting Intern
Cirigliano Law Firm · Orange, CA
- Improved tax-documentation workflows in ProSystem fx and Sage Peachtree, cutting processing time by roughly 10% and reducing filing errors.
- Managed relationships with 30+ individual and business clients, ensuring accurate, timely filing across capital gains, partnerships, and self-employment income.
- Built automated Excel reports for financial reconciliation, reducing daily data processing time by roughly 15%.
- 04Jan 2024 – Jan 2025
Lead Equity Research Analyst
Hylander Financial Group (UCR Student Investment Fund) · Riverside, CA
- Generated 15% excess return versus the XLY benchmark in the student equity portfolio by refining valuation models (DCF, comparables) and investment theses across consumer discretionary.
- Translated DCF and comparable-company analysis into clear buy and sell reports and RFPs for investment-committee review.
- Ran regression analysis on macroeconomic indicators, reducing portfolio drawdowns by 5%.
Education
Northeastern University
MPS in Applied AI · Connect
Sep 2026 – Present
University of California, Riverside
B.S. Business Administration, Finance
Sep 2021 – Jun 2025
GPA 3.75 · Dean's List · Chancellor's List
Certifications
- FINRA SIE
- IRS VITA (Basic)
- Citi Forage, Investment Banking
Skills
Analysis
- Valuation (DCF, comps)
- Financial modeling
- Forecasting & budgeting
- Variance analysis
- Cash-flow analysis
- Equity research
Building
- Python · TypeScript · Swift
- Multi-agent orchestration
- Prompt engineering & evals
- MCP integrations
- Claude Code
Tools
- Excel (PivotTables, VLOOKUP, Power Query, Macros)
- Capital IQ
- Salesforce
- PowerPoint / Word
- Google Workspace