
Managing Director | Strategic Finance & Capital Formation | Technology & Infrastructure Ventures
Entrepreneurial founder and strategic finance leader with 20+ years building and scaling technology and infrastructure ventures. Co-founded tech startup (3→50 employees, $1.35M raised); founded and led climate finance platform mobilizing $3B+ across 275+ projects globally. Combines hands-on operational experience with complex financial modeling, cross-functional team leadership, and data-driven decision-making to execute high-impact strategic initiatives. Proven ability to navigate technical complexity, stakeholder dynamics, and market uncertainty while maintaining financial discipline.
Led sensitivity analysis, financial projections, and valuation modeling for $3B+ in capital transactions across multiple currencies and regulatory environments; structured debt packages including DSCR analysis, security arrangements, and subordinated capital waterfalls.
Co-founded and scaled tech startup from concept through growth phase; managed P&L, runway planning, and cross-functional teams (engineering, product, business development) through rapid scaling (3→50 employees in 3 years).
Raised $5.35M+ across venture and infrastructure platforms; cultivated relationships with DFIs, family offices, and strategic investors through data-driven due diligence, investor communications, and portfolio management.
Co-created AI-driven outreach platform automating investor research and personalized engagement, improving business development conversion rates 4× and reducing manual research time 70%.
Built and led teams across Los Angeles, Silicon Valley, and Seoul to execute finance, operations, and policy programs; coordinated stakeholders across technical, legal, finance, and government functions.
Advised 300+ startups and SMEs across climate tech, energy, and infrastructure ecosystems; served as OPIC/DFC Loan Originator channeling catalytic capital to high-impact projects in emerging markets.
Managed data-room operations and cross-functional responses across finance, legal, and compliance; produced investor memos, market updates, and strategy briefings for GPs and LPs.
Built internal systems, partnerships, and operational infrastructure for multiple ventures from inception, spanning finance, business development, team development, and cross-border market expansion.
Founder & Managing Director
Founded and led a climate-finance and development advisory platform specializing in blended capital solutions for industrial decarbonization, clean energy, and waste-to-value infrastructure. • Raised $4M+ in seed capital; managed financial operations, budgeting, and runway planning while maintaining profitability throughout 15+ years of operations • Conducted financial modeling, sensitivity analysis, and capital structuring for 275+ projects totaling $3B+ across climate tech, industrial decarbonization, and sustainable infrastructure • Established operational hubs in Los Angeles, Silicon Valley, and Seoul; directed cross-functional teams executing policy-aligned programs and market-entry strategies across Asia • Designed and executed blended capital solutions advancing measurable ESG outcomes; served as OPIC/DFC Loan Originator for catalytic infrastructure investments in emerging markets • Built AI-driven business development platform improving investor outreach efficiency 4× and reducing research time 70%.
Business Development Officer
Delivered growth capital and strategic guidance to small businesses; increased loan production 47% through refined financial assessment, underwriting analysis, and pipeline management. Structured development financing aligned with SBA requirements, improving capital access in underserved markets.
Co-Founder
Co-founded early-stage technology venture pioneering digital publishing infrastructure and print-on-demand solutions (pre-Kindle era). • Raised $1.35M in seed capital and managed financial operations through rapid scaling phase • Scaled operations from 3 to 50 employees while coordinating cross-functional teams across engineering, product development, and business operations • Led business development and publisher partnerships; secured licensing rights to 100,000+ book titles across academic and specialty publishing segments • Worked directly with lead programmer and mechanical engineer to design and build proprietary print-on-demand hardware and software platform • Navigated technical and market adoption challenges in emerging digital publishing landscape; gained hands-on experience in venture capital dynamics, product-market fit, and strategic decision-making under investor pressure
B.S. in Business Administration, Entrepreneurial Studies
Top Business Plan, Lloyd Greif Competition