
Chief Financial Officer | Venture Capital | Business Advisory
Fractional CFO | Venture Builder | Capital Strategist | 20+ Yrs in Investment Research, Financial Modeling & Strategic Finance About: I help founders and operators unlock growth through financial clarity, strategic planning, and market intelligence. With over 20 years of experience in investment research, portfolio management, and high-growth finance, I've led fund operations, valuation, and financial modeling across diverse sectors including chemicals, agriculture, biotech, and sustainability. My expertise spans public markets, private equity, and early-stage venture, with a strong foundation built at leading institutions like JPMorgan and Susquehanna International Group (SIG). Focus Areas: - Fractional CFO for VC funds, venture studios & startups: Providing strategic financial leadership to emerging and high-growth companies. - Capital Strategy & Fundraising: Guiding founders and entrepreneurs through successful capital raises. - Sector-Specific Due Diligence, Modeling, & Operations: Deep dives and actionable insights for core and emerging markets. Core Specialties: Strategic Finance | Financial Modeling (advanced, including detailed pricing & forecasts, M&A analyses) | Due Diligence | Mergers & Acquisitions | Accounting & Reporting | Forecasting & Budgeting | Sector Research | Stock Analysis | Engineering Systems Design | Investor Relations | Performance Management | Risk Management | Capital Allocation | Corporate Governance Industry Expertise: Advanced Materials & Circular Economy: Chemicals, Plastics, Commodities, Renewables – focused on sustainable innovation and data-driven financial strategies. Deep Tech & Frontier Industries: Biotech, Critical Technologies – including companies leveraging AI/ML, advanced analytics, and disruptive technologies. Digital Transformation & Future of Finance: FinTech, AgTech, Energy – encompassing solutions driven by AI-powered forecasting, digital integration, and efficiency. Education: MS, Mechanical Engineering – University of California, Davis BS, Bio-Mechanical Engineering – Stanford University
bdsa.com
sig.com
jpmorgan.com
Brooklyn, New York, United States
Chief Financial Officer
Finz
• www.linkedin.com/company/finzcard
May 2025 - Present
New York City Metropolitan Area
Chief Financial Officer
InfiniteEco
• www.linkedin.com/company/infiniteeco
Aug 2024 - Present
Golden, Colorado, United States
Director of Research
7thirty
• www.linkedin.com/company/7thirty
Nov 2018 - Aug 2025
New York City Metropolitan Area
Board Member
BDSA
• www.linkedin.com/company/bdsa-insights
May 2022 - Feb 2024
Louisville, Colorado, United States
Consultant
BDSA
• www.linkedin.com/company/bdsa-insights
Apr 2020 - May 2022
New York City Metropolitan Area
Board Observer
The Blinc Group
• www.linkedin.com/company/theblincgroup
Nov 2020 - Feb 2024
New York, New York, United States
Equity Research - Chemicals & Agriculture
Susquehanna International Group, LLP (SIG)
• www.linkedin.com/company/susquehanna-international-group
Aug 2016 - Dec 2017
Greater New York City Area
Research Engineer
AHMTC Research Center
Jan 2000 - Dec 2002
Davis, CA