Number of Founded Organizations 1
CB Rank (Person) 1,317,531

Founder of DMW FinTel and DMW Advisory. CFA charterholder, MBA (USC Marshall). Former Portfolio Manager at Morgan Stanley and Investment Banking Associate in the Technology Group at Wells Fargo. Fractional CFO serving companies in the $5M to $50M revenue range. Built DMW FinTel to bring AI-native financial intelligence to fractional CFOs,

accounting firms, and finance leaders.

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