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About
I started in public accounting, ran an IPO from the inside, built a firm and sold it to Deloitte, and spent years helping the biggest names in tech go public. Now I'm focused on what institutional finance looks like in the age of AI.
Career Highlights
Co-founded a stealth-stage fintech startup building at the intersection of AI and institutional digital asset management. Raised VC and Angel funding, MVP in process.
Led Deloitte Capital Markets as Partner and US IPO Services Leader; helped build the Silicon Valley Accounting and Reporting Advisory function from the ground up. Led all media efforts for Deloitte Capital Markets (see below).
Operating Partner, IPO Readiness, for Softbank Vision Fund.
Founded Nextstep Advisory Services, an IPO and Accounting Advisory firm based in Silicon Valley, later sold to Deloitte Audit, their first acquisition since the 1980s.
CFO of GigCapital SPAC from foundation through IPO and beyond.
Helped start and grow Connor Group, a Silicon Valley Accounting Advisory firm.
Led the SAP SuccessFactors IPO as Director of Finance.
Worked with the PwC Capital Markets Group, including a secondment to Sydney, Australia, to assist with US IPOs.
Owned and managed Backstage Cafe, the only bar in Beverly Hills, CA at the time.
B.S., Accounting, Florida State University.
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