CFO consultant, Built World, Vertical AI/SAAS, Robotics
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Harvard University
B.A. Cum Laude
N/A – Present
Beam
PreSeed Investor
January 1, 2023 – Present
BOOST
Judge & Mentor
January 1, 2022 – Present
Agave
PreSeed Investor
January 1, 2022 – Present
Rayon
PreSeed Investor
January 1, 2022 – Present
Pulley
Seed Investor
January 1, 2022 – Present
Topkey (YC W21)
PreSeed Investor
January 1, 2022 – Present
Document Crunch
PreSeed Investor
January 1, 2021 – Present
Hammr
Angel-Stage Advisor, Investor
January 1, 2021 – Present
QuoteToMe
PreSeed Investor
January 1, 2021 – Present
Flex
PreSeed Investor
January 1, 2020 – Present
PassiveLogic
Seed Advisor, Investor
January 1, 2020 – Present
Knaq
PreSeed Advisor, Investor
January 1, 2020 – Present
PHION Technologies
PreSeed Advisor, Investor
January 1, 2020 – Present
Headwaters Growth
CFO Consultant, Advisor, Investor
January 1, 2009 – Present
San Francisco Bay Area
International Travel, Pilot's License
International Travel & Pilot's License
January 1, 2006 – January 1, 2008
Spectrum Equity
Principal
January 1, 1998 – January 1, 2005
Menlo Park, CA
Oliver Wyman (Mercer Management)
Consultant
January 1, 1994 – January 1, 1997
Washington D.C.
Private Aircraft Pilot
Federal Aviation Administration
June 23, 2026 – Present
Cultural Fit Analysis
The candidate's background is heavily weighted towards investment, advisory, and strategic consulting roles, with a focus on emerging enterprises and accelerators. This indicates an entrepreneurial mindset and a comfort with high-level strategic decision-making. The target role of 'Junior FI Consultant' appears to be a significant mismatch with the candidate's demonstrated experience level and career trajectory, which is senior and focused on investment/advisory. The breadth of industries (BuiltTech, AI, SAAS, energy, etc.) shows adaptability, but the depth of direct 'FI Consultant' experience is not evident.
Soft Skills & Operational Fit
The candidate's extensive experience as an investor, advisor, and consultant suggests strong strategic thinking, problem-solving, and client management skills. The role as a judge and mentor indicates leadership and communication abilities. However, the provided data does not offer direct insights into day-to-day operational fit or specific soft skills like teamwork in a direct employee capacity.