The tools I build are automated — but they're designed by someone who has spent 16+ years inside the financial data of some of the fastest-growing companies in the country. That background is what makes the difference.
I began my career at Deutsche Bank in investment banking, working on M&A, equity, and debt transactions totaling approximately $5 billion in deal value. I then joined PricewaterhouseCoopers, conducting financial and operational due diligence for private equity clients — developing a rigorous, data-driven approach to evaluating businesses that shapes everything I build today.
Over the following decade, I held senior FP&A leadership roles at high-growth, venture-backed companies across healthcare, fintech, clean energy, and digital media. I built finance functions from the ground up, drove significant margin transformations, and prepared board-level reporting for executives, directors, and institutional investors.
The AI-powered financial services I offer aren't built by a software developer who learned finance from a textbook. They're designed by someone who lived the pain points firsthand — who knows what a business owner needs to understand about their finances, and what genuinely useful financial intelligence looks like in practice.
I'm based in the Washington, DC metro area and work with clients across the country.