18 years. Wall Street discipline. Silicon Valley execution. Now sharing what that looks like in practice.
A builder who speaks boardroom and spreadsheet with equal fluency.
I started in institutional finance at bulge bracket investment banks in New York — evolving from quantitative and capital markets work into M&A advisory, valuation, and strategic financial modeling for corporate clients. That foundation gave me something that has defined my career since: the understanding that strategy without financial architecture is just aspiration — and that the models worth building don't just report on strategy, they shape it.
My MBA at Kellogg shifted my lens from modeling markets to building companies. Over the years since, I've served as both a senior finance partner at a major publicly traded company and as a finance leader and function builder at multiple high-growth SaaS companies — designing FP&A functions, structuring significant capital raises, and building the analysis and narratives that inform board-level decisions.
"Anyone can build a model. The hard part is building the organization that knows what to do with one."
Eight companies. Five cities. Three graduate degrees. One consistent outcome: finance functions that scale.
A decade in institutional finance at bulge bracket investment banks — progressing from quantitative and capital markets work into M&A advisory, valuation, and strategic financial modeling for corporate clients. This foundation built the technical depth and financial rigor that underpins everything since.
These are the models and frameworks that drive Annual Operating Plans, board presentations, and strategic decisions at high-growth technology companies.
Whether you're a founder, a board member, a finance leader, or someone earlier in your career with a question worth asking — my inbox is open.