Over the past decade, I've worked at the intersection of financial technology, M&A strategy, and business development, always guided by one throughline: relationship context.
In Phase 3 (currently), I collaborate with leading asset managers and private credit funds to develop ratings solutions to advance their strategic objectives. In Phase 2, I partnered with senior executives at multinational companies to design and execute transformation strategies. In Phase 1, as a Client Solutions Associate, I implemented SaaS treasury solutions and helped clients translate technology into measurable value. Across all phases, my work has centered on building and enriching relationships across complex stakeholder networks.
To turn that insight into action, I built Harmony – a relationship intelligence platform designed to help commercial leaders deepen client engagement and translate connections into growth. Over the past several months, I've extended this mission by learning and applying AI and developer tools to humanize how businesses use data to connect.
With strategy, relationship, and technology fluency, I bridge commercial leadership and product innovation. In short, I'm a commercially oriented technologist dedicated to using technology to advance business relationships and growth.
On a more personal note – I have always been curious about beautiful things. This spans from architecture, food, photography, cinema and television (anime, included), cars, personal style – the list is endless. I was never talented enough to pursue any of the arts in any significant measure but found participating in such activities to resonate with me. With AI, I am able to finally express my more creative side through collaborating with language, image and video models to put the visions in my head to the screen. Therefore, you will see a lot of interesting designs throughout my work and a collection of my (multi-modal) inspiration sitting within my personal website.
I welcome you to explore.
Present
- Building and managing a pipeline of rating engagements across fund feeders, CLO warehouse facilities, and investment fund debt
- Advising clients on structure optimization to meet rating thresholds and investor requirements
- Acting as the commercial bridge between asset managers and the analytical team
- Oracle — context-aware AI assistant with full client history
- Promise Keeper — commitment and follow-up tracking
- Relationship health and warmth scoring
- Atelier — semantic client-offering matching via pgvector
- AI-powered activity summaries and proactive suggestions
- 10+ features shipped · approaching public beta
Tailwind · shadcn/ui
PostgreSQL · pgvector
Redis · Codex · Gemini
AWS S3 · Linear
Aug 2025
- Grew a strategic banking relationship to $500K+ in revenue with $3M+ long-term pipeline
- Secured $1M+ mandate with a marquee PE megafund, displacing a long-standing competitor — resulting in 5+ follow-on engagements
- Identified $1.6B+ in revenue opportunities through go-to-market analyses presented to 30+ senior managing partners
- Digital assets: M&A readiness for a US crypto exchange; tokenization of real-world assets research
Aug 2020
- Drove 87%+ renewal rates across 10+ global asset management clients
- Led end-to-end SaaS implementations managing stakeholder alignment and technical integration
Oct 2017
- Led post-deal execution on transactions totaling $1.2B+ in purchases
- Built a Python automation that reduced weekly reconciliation time by 63%