AI for Finance

I work at the intersection of investing and applied AI, helping clients use AI to materially improve how they analyze deals, build models, and operate more efficiently. As the Founder & Managing Partner of Bondwell Capital, I actively use AI across real investment workflows—deal sourcing, diligence, market mapping, and financial analysis—particularly within healthcare services. Prior to this, I worked in M&A at Lazard (TMT) and in growth equity at Braemont Capital, where I executed and evaluated transactions across a range of sectors. My approach is highly practical and execution-focused. I teach repeatable ways to integrate AI into finance workflows—whether that’s accelerating financial modeling, preparing for technical interviews, building investment theses, or structuring case studies. I’ve worked with clients targeting investment banking, private equity, and growth equity roles, as well as operating professionals looking to modernize their workflows. The goal is simple: help you think and operate like a next-generation investor using AI as leverage.

I am a AI Finance Instructor and AI Fractional CFO. I specialize in helping finance professionals and teams leverage AI to work faster, smarter, and at a higher level of strategic impact. As an AI Finance Instructor at Training The Street, I train Fortune 500 finance teams—including organizations like Amazon—on how to integrate AI tools such as Microsoft Copilot directly into Excel and core financial workflows. I’ve trained hundreds of professionals across dozens of firms, with a focus on making AI immediately practical for day-to-day finance work. My training is highly execution-focused: I help professionals reduce financial model build times by up to 90% and streamline workflows that traditionally take days or weeks into processes that can be completed in hours. I have also worked with professionals at leading investment banks, including J.P. Morgan, and top-tier consulting firms such as McKinsey, giving me a strong understanding of the technical standards and expectations at the highest levels of finance. In parallel, I serve as a fractional CFO to high-growth startups, where I implement AI-driven finance solutions for lean teams—typically 3–10 person finance functions. I work hands-on to redesign processes, automate reporting, and integrate AI directly into financial models, enabling teams to scale output without scaling headcount. Across both enterprise and startup environments, my focus is consistent: translating AI capabilities into practical, immediately usable tools for finance professionals—whether that’s accelerating Excel workflows, improving model accuracy, or enabling faster, better decision-making.

With a robust background in finance, including roles as Vice President at Fidus Capital and Owner Resource Group, I bring a wealth of experience to the AI-for-Finance coaching space. My journey began as an Analyst at Lazard, and I've since honed my skills in deal due diligence and investment strategy. As a Kellogg MBA graduate, I was actively involved in the admissions process, providing me with unique insights into what top programs seek in candidates. I'm passionate about leveraging AI to transform financial strategies and am eager to help you navigate this innovative field. Let's connect to explore how I can support your career goals in AI and finance!

Welcome to my profile! With a strong foundation in both finance and technology, I am uniquely positioned to guide you through the intersection of AI and finance. I am currently pursuing an MBA and MS in Computer Science at Chicago Booth, where I founded Quantum @ Booth, focusing on cutting-edge AI applications in finance. My professional experience includes a role as a Summer Associate in the Technology Group at Centerview Partners and consulting in Cloud Strategy at Deloitte. I have also served as a Head Teaching Assistant at the University of Illinois, where I honed my skills in mentoring and teaching complex concepts. Whether you're looking to leverage AI in your financial career or explore new opportunities in this dynamic field, I'm here to help you succeed. Let's connect and create a tailored plan to achieve your goals!

With a robust background in finance and investment, I bring a wealth of experience from top-tier firms like KKR & Co and The Blackstone Group, where I honed my skills as a Private Equity Investor and Associate. My academic foundation from Michigan's Ross School of Business, with a focus on Accounting and Finance, complements my professional journey. As a founding member of the Unreasonable Collective, I am deeply engaged in leveraging advanced technology for impactful investments. I am passionate about guiding clients in navigating the intersection of AI and finance, helping them harness cutting-edge tools to drive success in their careers. Let's connect to explore how I can support your journey in the evolving landscape of AI for finance!

I'm a finance and AI professional with hands-on experience at D.E. Shaw, Balyasny Asset Management, NVIDIA, and Metis (YC). At D.E. Shaw and Balyasny, I built quantitative signals, worked on macro risk models, and saw firsthand how AI is reshaping the way top firms make decisions. On the AI side, I've worked as the Chief of Staff at a YC company benchmarking AI tools and managing data pipelines, and as a PM at NVIDIA where I trained deep learning models on production systems. I understand both worlds, what finance teams actually need and what AI can realistically deliver. Whether you're trying to break into AI-focused roles at hedge funds, fintech companies, or AI startups, I can help you build the right skills and position yourself to stand out.

I'm working at an AI-native hedge fund where I’ve worked with teams building AI-native workflows and deploying automation inside real businesses. At our fund, we integrated AI across research, operations, and internal tooling, and I’ve helped portfolio companies design and implement AI agents that automate repetitive work, improve decision-making, and scale small teams. Because I’ve built and deployed these systems in production environments (and not just experimented with them) I focus on what actually works: designing useful workflows, choosing the right tools, and turning AI from a demo into a reliable part of a company’s operations.

Welcome to my profile! With a strong foundation in finance and analytics, I bring a wealth of experience from top companies like Microsoft and Brex, where I honed my skills as a Financial Manager. As a deferred MBA admit to the University of Chicago, I understand the intersection of finance and technology, particularly in AI applications. My leadership roles, including President of the BYU Finance Society, have equipped me with the ability to mentor and guide aspiring finance professionals. Whether you're looking to leverage AI in finance or navigate your career path, I'm here to help you succeed. Let's connect and explore how we can achieve your goals together!

No theory. No outdated playbooks. Just battle-tested systems running in real enterprise environments today. Official Clay Creator, n8n Ambassador and Expert Partner, v0 Ambassador, and Mastra Agent Ambassador with 16+ years of enterprise IT experience across organizations including Deutsche Telekom, Accenture, Deutsche Bahn, BMW, HDI, and KfW. The Expert Partner status on n8n is held by fewer than a handful of practitioners globally. What gets built here are complete systems: outbound engines, AI pipelines, and automation that eliminates manual work at scale, backed by $5.5M in verified client savings. Full stack coverage across Clay, n8n, v0, Mastra, and Claude AI means clients always work with what is relevant right now. Frankfurt Clay Club host. W-JAX speaker.

I have worked with four AI companies, consulting them on their product and learning how to use their platforms. The companies include large research labs to applied financial AI companies.