Education
Stanford University
BA, Economics 1992-01-01 - 1996-01-01Boston College Law School
Juris Doctor (JD), 1999-01-01 - 2002-01-01Work Experience
Clearwater Analytics
Current
Clearwater Analytics
nWay
2012-05-01 - 2019-09-01
nWay
Deutsche Bank
2007-05-01 - 2012-03-01
Deutsche Bank
HSBC
2005-05-01 - 2007-04-01
HSBC
Shin & Kim
2003-01-01 - 2005-01-01
Shin & Kim
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
2001-01-01 - 2001-01-01
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
2000-01-01 - 2000-01-01
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates
Bear Stearns & Co.
1997-01-01 - 1998-01-01
Bear Stearns & Co.
Merrill Lynch
1996-01-01 - 1997-01-01
Merrill Lynch
Skills
Summary
I am the Head of Financial Planning and Analysis (FP&A) for Clearwater Analytics, a B2B vertical SaaS listed on NYSE (Ticker: CWAN). Shareholders include private equity firm WCAS, Warburg Pincus, and Permira. Joined pre-IPO in 2019, and contributed to revenue growth ($168 mm in '19 to $724 mm mid-point guidance in '25) and IPO readiness in 2 years leading up to IPO in Sept 2021. Now, we're 15 quarters in as a public company with a market cap of ~$8 billion. Rule of 50+ profitable SaaS with 23% rev growth and EBITDA margin 32%. GRR 98%, NRR 114%. Former CFO of nWay, a venture-backed mobile game startup based in San Francisco, that was later acquired by Animoca Brands. From 2005 to 2012, I was an investment banker with a focus on TMT sector and Asia coverage for M&A and IPOs (i.e., US$1.7 bn IPO of Alibaba.com in 2007). I performed financial modeling and valuation analysis, and managed deal process for both sell-side and buy-side M&As. I left the legal profession as a corporate attorney in early 2005 to return to finance, which was my original area of interest. Prior to law school, I had worked at Merrill Lynch and Bear Stearns after graduating from Stanford in 1996 with my bachelor's degree in Economics.