Experience

Roles, credentials, and education.

Senior Venture Analyst – KPMG

2026 – Present · Analyst and Agentic Engineer

  • Shaped venture investment decisions for KPMG's investment committee by defining strategic theses and ideal customer profiles, building business cases, and validating demand through design partners and external market outreach.
  • Architected and built a full-stack AI harness and deployed it to a Enterprise Grade Secure Azure production environment.
  • Co-led ideation sessions using agentic coding tools to prototype concepts live and turn them into working demos.

Deal Advisory and Strategy Senior Associate – KPMG

2024 – 2026

Applied AI & Internal Product Development

  • Build and deploy LLM-based tools leveraging OpenAI, Anthropic, and Google APIs through KPMG Workbench and frameworks like LangChain, reducing time to engagement completion hours by up to 40%.
  • Identify automation opportunity in transaction classification workflows where associates manually categorized transactions from unstructured description fields, repetitive work well-suited for LLMs.
  • Taught a practice wide AI course focused on Gemini and Copilot agent development.

Accounting Advisory Services

  • Authored comprehensive stablecoin memorandum for a leading global issuer, detailing end-to-end accounting from issuance to redemption under ASC 606, ASC 842, and ASC 720.
  • Developed ASC 805 purchase accounting memoranda for buy-side clients in acquisitions ranging from $500M to $2B, including opening balance sheets and purchase price consideration analysis.

Product Manager – DeFi Steward

2022 – 2023 · Acquired by American Estate and Trust

  • Joined as first hire to lead product development for a platform enabling financial advisors to execute cryptocurrency transactions on behalf of clients, growing to 30–40 active clients with over $1M in managed digital assets.
  • Discovered through user retention data that the custodial product (crypto in tax-advantaged retirement accounts) achieved 100% customer retention vs. 5–10% for the non-custodial on-chain product. Pivoted roadmap to double down on the custodial offering.

Credentials

  • Certified Public Accountant (CPA) – Washington State
  • Passed all four sections of the Uniform CPA Examination on first attempt (FAR, AUD, REG, ISC)

Technical: Python, TypeScript, React, Next.js, Postgres, Docker, Azure, AWS, LangChain, multi-agent systems, LLM application development, agent harnesses (Pi, Flue), knowledge graphs (RDF, OWL, SPARQL, Ontotext GraphDB)

Domain: Technical accounting (ASC 805, 606, 842, 720), SEC reporting, M&A due diligence, digital assets (stablecoins, DeFi)

Education

Gonzaga University – Spokane, WA

Bachelor of Business Administration, Accounting – Cum Laude | May 2023