Professional Bio

Leading Strategic Finance & Ops to Scale Enterprise Tech

• Operator with Investor Rigor: With 11+ years across investing, FP&A, and operating roles, I've intentionally developed into a T-shaped finance leader—broad strategic investor perspective, cross-functional leadership, and deep financial expertise.

• Scaling Enterprise Tech: With a focus on the commercial growth phase of enterprise tech platforms, I partner with C-suites and functional leaders to launch products, expand markets, and build the operational infrastructure that sustains scale.

• Systems Builder: My startup experience at Stanford shaped how I operate—bias toward action, building from zero, and creating structure where none exists. The best finance leaders build systems that scale, not just spreadsheets.

3+ Years — Tech Strategy, GTM & Operations

Head of Growth @ Apex.AI | Startup Co-founder @ Stanford | Strategy & Ops @ Swire Group

• • Growth strategy, product commercialization, partnerships, and operating execution

  • Cross-functional leadership across Product, Engineering, GTM, and Finance

  • Scaling enterprise and AI software from early adoption to global customers

3+ Years — Strategic Finance & FP&A

Director of CorpDev @ Apex.AI | Head of FP&A @ Esquel Group | Audit @ Deloitte

• • Long-range planning, financial modeling, forecasting, and board-level decision support

  • Fundraising strategy and investor engagement for growth-stage tech companies

  • FP&A leadership, P&L ownership, and enterprise performance management

6+ Years — Capital Markets & Institutional Investing

Portfolio Manager @ SAFE Investment Co. | Growth Equity @ CMS Capital | Analyst @ Mitsubishi Securities

• • Portfolio management of multi-billion-dollar global equity portfolios

  • Public and private market investing focused on technology-led transformation

  • Deep analysis of software, mobility, climate and platform businesses