Experience

Union Credit

• United States
• Financial Services
• 1 - 100 Employee

• Head of Finance

  • Jan 2023 - Present

  San Francisco Bay Area Working again with the team that successfully built/sold our previous company which originates $30 billion in loans/year. :)



First Round Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Mentor

  • Feb 2022 - Present

  Mentor at leading venture capital firm.



On Deck

• United States
• Technology, Information and Internet
• 200 - 300 Employee

• Mentor

  • Feb 2022 - Present

  Mentor at accelerator that has a community of 2,300+ founder "fellows." The accelerator has raised $800M for 600+ companies.



Alexandria Capital

• Managing Partner

  • Jun 2021 - Present

  Alexandria Capital acquires profitable B2B software companies with revenue between $3M-$8M ARR and high customer retention rates.



500 Global

• United States
• Venture Capital and Private Equity Principals
• 500 - 600 Employee

• Entrepreneur-in-Residence and Mentor

  • May 2020 - Present

  500 Startups is a global venture capital seed fund with a network of startup programs headquartered in Silicon Valley and is the #1 most active seed fund in the world. 500’s mission is to discover and back the world’s most talented entrepreneurs, help them create successful companies at scale, and build thriving global ecosystems.



Adobe Partner

• United Kingdom
• Technology, Information and Internet
• 1 - 100 Employee

• Angel Investor in Fintech

  • May 2020 - Present

  Chipper Cash - PayPal/Venmo of Africa. Currently experiencing hyper-growth and valued at $2 billion. Subsequent rounds raised from Jeff Bezos, Ribbit and other leading investors.



CuneXus

• United States
• Software Development
• 1 - 100 Employee

• Head of Finance (Acquired in 2020 by TruStage)

  • Sep 2016 - Jan 2023

  -Head of finance for a fintech SaaS company which originates about $30 billion in loans/year -Led finance & accounting through acquisition, and finance/accounting integration into acquirer. -Introduced co-founders to many institutional investors; helped close $6M Series A in 2016. -Built finance/accounting functions and oversee all related tasks, including FP&A, budgeting, financial controls, financial operations and tax. -Built financial model that has accurately projected future… Show more -Head of finance for a fintech SaaS company which originates about $30 billion in loans/year -Led finance & accounting through acquisition, and finance/accounting integration into acquirer. -Introduced co-founders to many institutional investors; helped close $6M Series A in 2016. -Built finance/accounting functions and oversee all related tasks, including FP&A, budgeting, financial controls, financial operations and tax. -Built financial model that has accurately projected future 12 month revenues within 1% every year. -Develop and deliver financial statements and presentations to Board. -Chair pricing committee; act as facilitator to draw out collective wisdom of my highly experienced colleagues. -Manage annual audit by external auditors, to ensure utilization of accounting best practices and adherence to GAAP. -Promoted from Director of Finance to VP of Finance.

• Board of Advisors

  • Dec 2015 - Sep 2016

  -$6M Series A in 2016. -Resigned to join team as Director of Finance



Zencar (acquired)

• Founder/CEO

  • Oct 2014 - Jan 2017

  San Francisco Cars for ride share.



Pelagic Group

• Partner, Pelagic Group

  • Feb 2014 - Sep 2016

  Silicon Valley Cross-border partnerships/sales/marketing acceleration & capital



Red Dot Ventures

• Investment Manager

  • Jan 2012 - Feb 2015

  -Venture capital investor at the seed stage (Red Dot Ventures) and Series A stage (Extream Ventures) -Board adviser to a number of high growth firms; mentored investees on a weekly basis.



Standard Chartered Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Associate

  • Jan 2011 - Mar 2012

  Singapore -Private equity investor - invested $20 - $150 million in medium to large sized transactions by generating financial models, investment memos, country and market economic analyses, and managing the due diligence process.



HighNote Ventures

• Associate (Intern)

  • May 2010 - Dec 2010



CIMB/IAIS

• Research Fellow (Summer)

  • May 2009 - Aug 2009

  -Research Fellow at think tank founded by former prime minister of Malaysia -Worked with leaders of the Malaysian VC/PE industry to submit proposal to the Malaysian government for the creation of a $300M ethical PE investment vehicle. Report influential in creation of numerous such government-linked investment vehicles.



uProdigy LLC

• Founder & CEO

  • Sep 2006 - Aug 2009

  -Online education startup providing homework help services -Top Consumer Service in MIT 100k business plan competition



Raytheon

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Leadership Development Program

  • Sep 2005 - Sep 2006

  Greater Boston Area -Fortune 100 aerospace technology company -Program to train future corporate executives



NGO, Capitol Hill

• Intern

  • Jan 2005 - Apr 2005

  Washington, DC