I am a determined and results-driven finance professional with extensive experience in investment, portfolio management, and strategic financial planning. I have a strong focus on efficiency and growth in dynamic business environments. My expertise in financial analysis, particularly within tech-oriented sectors, has allowed me to analyze the financial performance of over 400 publicly-traded companies. I am skilled in SaaS metrics, financial modeling, and forecasting.
One of my key achievements is my ability to spot and recommend high-quality SaaS investment opportunities to over 6,000 investors around the world, including companies like Samsara Inc., Duolingo Inc., ZScaler Inc., and ServiceNow Inc. I have a proven track record in strategic financial planning and analysis, SaaS metrics interpretation and application, risk assessment and mitigation, client management, and process analysis and scaling for growth. I am known for my exceptional client service and relationship management skills.
