Finance leadership, now with AI in the toolkit
in Jul 2025 - Jul 2026
Credentials & education
MBA · CFA · CPA
- Executive MBA, Stern School of Business, New York University (Jul 2026)
- CFA Charterholder (Aug 2019)
- CPA, Ministry of Finance, Taiwan (Apr 2004)
NYU Stern EMBA
- Distinction grades in Corporate Finance, M&A, FinTech Experiential Learning, Financial Analytics with Python and AI Tools, Leading in the Age of AI, Statistics & Data Analysis, Accounting, Firms & Markets, Emerging Technology & Business Innovation.
- Executive Assessment: 161 (95th percentile).
Python · RAG · ML
Certificates from:
- Johns Hopkins (Agentic AI)
- Stanford (AI-Driven Leadership; ML)
- MIT (AI for Business Strategy; Persuasive Communication)
- University of Michigan (Python)
Where I am now
I'm building Foresight, an agentic AI solution designed to reproduce senior human experts' judgment in corporate finance. I'm currently working on its second test, and early results show that agentic AI can outperform senior human experts at corporate finance judgment while running far more efficiently.
Beyond Foresight, I've built five additional AI related projects from the ground up, demonstrating how broadly skills like RAG, machine learning, data science, Python, SEC EDGAR data extraction, SQL, and GCP apply across finance.
What I'm focused on
My focus sits at the intersection of executive finance judgment and AI-native execution: strategy, M&A, capital budgeting, capital financing, and the operating models that let organizations deploy this technology without losing rigor.
That focus is grounded in two decades of senior finance leadership at HSBC and Prudential — including sell-side lead on a $200M M&A transaction, $1B+ budgets owned, and an S&P credit rating upgrade from A to A+. I'm open to leadership, advisory, and select consulting engagements.
How I think
Built for the C-suite, fluent on the keyboard
I've spent equal time in boardrooms and in Python notebooks. The combination is rarer than it should be — and it's where the most interesting problems are being solved right now.
AI is a multiplier, not a magic trick
The technology only earns its keep when it sits inside a real workflow with real stakes. My AI projects exist because a process was slow, opaque, or impossible to scale — and now isn't.
Numbers tell the truth when you ask them "right"
Two decades of governance taught me that good finance isn't about producing more reports. It's about asking the question that actually changes the decision.
Places I've spent time
Led 25-person finance team overseeing $1B USD annual budget. Launched HSBC Taiwan's first ESG initiative across 10 departments. Led Basel 3 Reform project coordinating finance, capital, risk, and systems workstreams.
Sell-side finance lead on $200M USD M&A transaction. Reported to Board and Audit Committee for six years. Chaired Investment Committee for three years. Contributed to S&P credit rating upgrade from A to A+.
Built cross-functional forecasting model using inputs from five functional areas; later rolled out across Asia in 4Q 2018. Completed six-month assignment at Newark headquarters strengthening U.S. GAAP reporting.
De facto controller for a startup securities firm managing a $50M USD budget. Built reporting and internal controls from scratch; supported 53% YoY revenue growth and headcount growth from 96 to 358.