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! 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!

With a robust background in finance and law, I bring a unique perspective to AI applications in the finance sector. I am currently pursuing an MBA at The Wharton School, focusing on Finance and Accounting, and have extensive experience in private equity and investment banking with firms like GenNx360 Capital Partners and Guggenheim Partners. My journey through top-tier legal and financial institutions has equipped me with the skills to help you navigate the complexities of AI integration in finance. Whether you're looking to enhance your understanding of AI's role in financial operations or seeking strategic insights for your career, I'm here to guide you. Let's connect and explore how we can achieve your goals together!

With a robust background in finance and technology, I specialize in leveraging AI to transform financial processes and strategies. First as a Digital Transformation Consultant at Deloitte and then as an Investment Banking Teaching Associate at Training The Street, I've dedicated over 1,000 hours to training professionals at top firms in AI driven financial modeling and Python for finance. My experience has equipped me with the skills to guide you through the complexities of AI integration in finance. Whether you're looking to enhance your financial modeling skills or explore AI-driven solutions, I'm here to help you achieve your goals. Let's connect and create a tailored plan for your success!

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!

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.

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.