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!

I help people understand, build, and use AI in practical ways. Whether you’re building an AI product, improving your workflow, exploring automation, preparing for AI/data roles, or figuring out how AI applies to your business, I can help you turn broad ideas into clear next steps. I’ve worked on technology across very different environments: the Olympic Games, startups, and AI implementations for real businesses. I’ve scoped projects, built tools, designed workflows, evaluated business cases, worked with technical infrastructure, and used AI hands-on across products, data, automation, LLMs, prompts, agents, and operations. My goal is to make AI feel less overwhelming and more useful. I’ll meet you where you are and help you move forward with more clarity, confidence, and practical judgment.

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!

Welcome to my profile! With a Juris Doctor from Harvard Law School and a Bachelor's degree in Economics from UC Berkeley, I bring a unique blend of legal and financial expertise to the table. My professional journey includes roles as an Investment Banking Associate at Lazard and an Analyst at Barclays, where I honed my skills in financial analysis and strategic decision-making. I am passionate about leveraging AI to transform the finance industry and have a deep understanding of its applications in investment banking. Whether you're looking to break into finance or enhance your understanding of AI's role in the sector, I'm here to guide you. Let's connect and chart a path to your success in the evolving world of finance!

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.