I love connecting visionary founders and investors in deep tech, exploring sustainable technologies and AI. My passion is leveraging financial and operational expertise to build and scale impactful ventures where I can truly drive growth and excellence.
At a glance
Curated signals on strengths, focus areas, and how they can help.
Led strategy and operations advising the CFO office at Waymo, a leader in autonomous vehicles.
Currently serves as COO for a family office and Board Member for Silicon Valley International School.
Can provide strategic financial guidance and operational expertise for scaling technology ventures.
🚀 Career trajectory
Foundation in Finance & Sales
Began career in investment banking at Morgan Stanley, followed by field sales at Cypress Semiconductor, building a strong financial and market understanding.
✦ Investment Banking
✦ Field Sales
Tech Sector Expansion
Transitioned into technology, advising the CFO office at Waymo and gaining deep insights into the autonomous vehicle space.
✦ Autonomous Vehicles
✦ Corporate Finance
Strategic Leadership & Operations
Currently driving operations as COO at Wahl-Phan Family Office and contributing strategic guidance as a Board Member for Silicon Valley International School.
✦ Family Office
✦ Board Governance
✦ EdTech
💪🏻 Superpowers
Strategic Financial Architect
Orchestrating corporate finance, M&A, and venture capital strategies.
✦ Expertise in FP&A, private placements, and investment banking.
✦ Proven ability to drive M&A and corporate development initiatives.
✦ Experience across diverse tech sectors including autonomous vehicles and semiconductors.
Cross-Functional Operations Leader
Bridging engineering, sales, and management for seamless execution.
✦ Managed teams across sales, engineering, and general management.
✦ Skilled in leading cross-functional teams in fast-paced environments.
✦ Experience in both startup and established corporate settings.
Venture & Growth Catalyst
Identifying and nurturing opportunities in emerging technologies.
✦ Background in venture capital and evaluating investment opportunities.
✦ Experience with early-stage companies and scaling operations.
✦ Focus on disruptive sectors like autonomous vehicles and clean tech.
I'm excited about
✦ Connecting with visionary founders and investors in deep tech.
✦ Exploring new ventures in sustainable technologies and AI.
✦ Seeking opportunities to leverage financial and operational expertise for impactful projects.
I can help with
✦ Provide strategic financial guidance for scaling tech companies.
✦ Offer operational expertise for family offices and investment firms.
✦ Share insights on navigating M&A and corporate development in the tech sector.
I would love your help on
✦ Identifying innovative startups in clean energy and AI.
✦ Connecting with peers in venture capital and private equity.
✦ Finding opportunities for strategic board roles in impactful organizations.