AI for Finance Coaches

Welcome to my profile! With a robust background in finance and AI, I am currently a Finance Manager at Microsoft, focusing on Cloud & AI Infrastructure Strategy and Investments. My experience spans across various prestigious firms, including VU Venture Partners and Data Collective, where I have sourced and evaluated startups in AI Infrastructure, Cybersecurity, and Climate Tech. I have also held roles in investment banking at J.P. Morgan and Citigroup, providing me with a comprehensive understanding of the financial landscape. My passion lies in leveraging AI to drive financial innovation, and I am eager to share my insights and strategies with you. Whether you're looking to break into the field or enhance your current skills, I'm here to help you navigate the intersection of AI and finance. Let's connect and chart your path to success!

Welcome to my profile! With a strong foundation in finance and analytics, I bring a wealth of experience from top companies like Microsoft and Brex, where I honed my skills as a Financial Manager. As a deferred MBA admit to the University of Chicago, I understand the intersection of finance and technology, particularly in AI applications. My leadership roles, including President of the BYU Finance Society, have equipped me with the ability to mentor and guide aspiring finance professionals. Whether you're looking to leverage AI in finance or navigate your career path, I'm here to help you succeed. Let's connect and explore how we can achieve your goals together!

Welcome to my profile! I began my career in Morgan Stanley’s Consumer & Retail Group in 2018, and then joined TPG in 2021, where I worked across growth and middle market private equity investments. I also worked with TPG’s C-suite to launch TPG NEXT, a GP-stakes fund where I evaluated hundreds of opportunities across asset classes, and was involved in supporting experienced investors in launching and building their own firms. I left in 2025 to pursue my own entrepreneurial journey. During my time at TPG I was involved with associate recruiting, candidate evaluation, case study reviews, and training of new associates and interns. Having seen the industry from multiple angles, I understand how to position yourself strategically to stand out in your interview process and career. I can help with: - Recruiting from non-target schools into competitive finance seats - Leveraging AI tools to optimize recruiting, interviewing, and on the job performance - Thinking about life after finance (building AI skills, exit options, MBA, entrepreneurship, sabbaticals) Always happy to schedule an intro call first. Looking forward to working together!

Welcome to my profile! With a strong foundation in both finance and technology, I am uniquely positioned to guide you through the intersection of AI and finance. I am currently pursuing an MBA and MS in Computer Science at Chicago Booth, where I founded Quantum @ Booth, focusing on cutting-edge AI applications in finance. My professional experience includes a role as a Summer Associate in the Technology Group at Centerview Partners and consulting in Cloud Strategy at Deloitte. I have also served as a Head Teaching Assistant at the University of Illinois, where I honed my skills in mentoring and teaching complex concepts. Whether you're looking to leverage AI in your financial career or explore new opportunities in this dynamic field, I'm here to help you succeed. Let's connect and create a tailored plan to achieve your goals!

I have a robust background in finance and technology, and currently work as a Finance Program Manager at Google, where I lead initiatives that drive financial automation and enhance reporting processes. My journey in finance began with a strong academic foundation at the University of Washington, where I earned both my Bachelor's and Master's degrees with high honors. As the founder of Summit Resume, I've partnered with over 1,200 professionals, including directors at Google and senior managers at Amazon, to refine their career trajectories. My passion for career development is further reflected in my role as a Career & Interview Prep Coach at the University of Washington, where I provided personalized guidance to students. If you're looking to leverage AI in finance, I bring a wealth of experience and a genuine love for helping others succeed. Let's connect and explore how I can support your goals!

I am a AI Finance Instructor and AI Fractional CFO. I specialize in helping finance professionals and teams leverage AI to work faster, smarter, and at a higher level of strategic impact. As an AI Finance Instructor at Training The Street, I train Fortune 500 finance teams—including organizations like Amazon—on how to integrate AI tools such as Microsoft Copilot directly into Excel and core financial workflows. I’ve trained hundreds of professionals across dozens of firms, with a focus on making AI immediately practical for day-to-day finance work. My training is highly execution-focused: I help professionals reduce financial model build times by up to 90% and streamline workflows that traditionally take days or weeks into processes that can be completed in hours. I have also worked with professionals at leading investment banks, including J.P. Morgan, and top-tier consulting firms such as McKinsey, giving me a strong understanding of the technical standards and expectations at the highest levels of finance. In parallel, I serve as a fractional CFO to high-growth startups, where I implement AI-driven finance solutions for lean teams—typically 3–10 person finance functions. I work hands-on to redesign processes, automate reporting, and integrate AI directly into financial models, enabling teams to scale output without scaling headcount. Across both enterprise and startup environments, my focus is consistent: translating AI capabilities into practical, immediately usable tools for finance professionals—whether that’s accelerating Excel workflows, improving model accuracy, or enabling faster, better decision-making.

Welcome to my profile! With a robust background in finance and M&A, I bring over a decade of experience from top firms like BNY Mellon, FTI Consulting, and Azurest Partners. My expertise spans complex transactions, strategic repositioning, and financial modeling, making me uniquely equipped to guide you in leveraging AI for finance. As a Vice President in M&A and a former CFO, I've led high-stakes deals and implemented data-driven strategies that enhance decision-making and operational efficiency. Whether you're looking to integrate AI into your financial processes or optimize your investment strategies, I'm here to help you navigate the future of finance. Let's connect and explore how we can achieve your goals together!

I have worked with four AI companies, consulting them on their product and learning how to use their platforms. The companies include large research labs to applied financial AI companies.

My professional journey includes roles at top firms like KKR & Co and Dunes Point Capital, where I honed my skills in private equity and consumer majority buyouts. I am passionate about leveraging AI to transform financial strategies and have a track record of helping clients integrate cutting-edge AI solutions into their financial operations. Whether you're looking to enhance your understanding of AI applications in finance or seeking to implement AI-driven strategies, I'm here to guide you every step of the way. Let's connect and explore how we can achieve your goals together!

I'm working at an AI-native hedge fund where I’ve worked with teams building AI-native workflows and deploying automation inside real businesses. At our fund, we integrated AI across research, operations, and internal tooling, and I’ve helped portfolio companies design and implement AI agents that automate repetitive work, improve decision-making, and scale small teams. Because I’ve built and deployed these systems in production environments (and not just experimented with them) I focus on what actually works: designing useful workflows, choosing the right tools, and turning AI from a demo into a reliable part of a company’s operations.