Resume

San Francisco, CA LinkedIn GitHub

Strategy and operations leader with 8+ years across investment banking, venture capital, and high-growth startups. I build go-to-market engines, automate operations with AI, and work fluently across departments.

Experience

Velanir

May 2026 – Present

Co-founder & COO · San Francisco

Agent-building platform and marketplace; pre-seed.

  • Lead go-to-market, finance, legal, and HR; sourced 30%+ of the VC meetings we took during fundraising.
  • Scaled our AI services business to $200K ARR in two months, then productized the platform for other agencies on inbound demand, reaching $30K ARR in two weeks.
  • Stood up finance and accounting, payroll, contracts, and equity admin from scratch.
  • Built an AI workflow to source, pitch, and negotiate with YouTube creators: 30 conversations, 8 signed partnerships.
  • Redesigned pricing, promotions, and the signup flow with engineering, tripling signup conversion.
  • Created and ran an accelerator for new AI agencies, admitting 80 of 350+ applicants and connecting graduates to client work in our marketplace.

Anon

Jun 2025 – May 2026

Chief of Staff · San Francisco

Agent identity and browser automation startup; acquired by Sierra AI.

  • The CEO's right hand on strategy and go-to-market; owned BD, pricing, recruiting, legal, finance, and monthly investor updates.
  • Built an AI agent sales system (OpenClaw, Apollo, Exa) that personalized outreach at scale, lifting reply rates 60% and adding five meetings a week.
  • Built three full demo apps in Claude Code to test new product directions with prospects.
  • Turned 10+ customer calls into shipped product updates, bridging sales and engineering.
  • Built the financial model and budget that drove hiring plans and strategic priorities.

DIY Solar

Aug 2022 – Feb 2026

Co-founder & CEO · Lehi, UT

Consumer clean energy company; exited.

  • Reached $1M in first-year sales across 60+ clients with no outside capital.
  • Built the website, CRM, and automations from scratch, reaching about $12 per lead and $500 CAC.
  • Hired and managed three contractors and built the SOPs behind 900+ kW sold.
  • Sold the business to a strategic buyer, who integrated the brand as a new revenue stream.

Via Customers

Sep 2021 – Oct 2022

Strategy & Operations Lead · Lehi, UT

Marketing software startup; $52M Series B led by Tiger Global.

  • CEO Office special projects lead and Chief of Staff to the CRO; owned the OKR process, board decks, and investor updates.
  • Led an eight-person cross-functional team that built sales training around top sellers' core skills, lifting quota attainment for 15 reps from 15% to 40% in five months.
  • PM for a new fintech product: owned mockups, data schema, and branding, and led a three-engineer team through development.
  • Used rep performance data to improve weekly SDR coaching, increasing set appointments 20%.
  • Automated custom pre-call decks with Zapier, saving 15 AEs about two hours each per week.

G2 Venture Partners

Jun 2019 – Sep 2021

Venture Capital Associate · Menlo Park, CA

Kleiner Perkins spin-out fund; $1.5B AUM.

  • Ran deal sourcing as the most junior team member, reaching about 1,500 companies and holding about 300 founder calls a year.
  • Sat on and contributed to the investment committee; worked directly with the founding partners as part of a lean team.
  • Lead investor in Crusoe's $350M Series C and Seegrid's $52M Series B; built the market thesis, TAM, and exit valuations.

Goldman Sachs

Jul 2018 – Jun 2019

Investment Banking Analyst · New York, NY

  • Financial analysis and M&A process execution for financial technology and asset management clients.
  • Sell-side advisor on EverCommerce's growth recap by Silver Lake ($2B EV); scripted the CIM and TAM analysis.
  • 2017 summer analyst: sell-side advisor on Bill.com's $100M Series G; built the competitive landscape and comps.

Education

Brigham Young University, Marriott School of Business

B.S. Finance, 2018 · GPA 3.97, Magna Cum Laude (top 5%) · Dean's List every semester

Exchange student at HKUST, Hong Kong · Proficient in Mandarin

Skills

Financial modeling, OKR planning, board and investor reporting, pricing strategy, Excel, SQL, Salesforce, HubSpot, PostHog, Google Analytics

AI: Claude Code, OpenClaw, Clay, Exa, AI agent workflows

Outside work

Eagle Scout, physique competition champion, and Hyrox competitor. Lived in Taiwan for two years. Owner of aiappreciationday.org. More about me.