Career Journey

2014 - 2026

2025 - 2026

TIFIN AXIS

Director of Growth

Boulder, CO (Remote) • WealthTech / AI

  • ✓ $1M+ pipeline in 6 weeks
  • ✓ $175B+ AUM prospects
  • ✓ Built GTM from zero
2023 - 2025

AdvisorX AI

Founder & CEO

Midlothian, VA • WealthTech / AI

  • ✓ 50+ RIAs onboarded
  • ✓ 75% content creation time savings
  • ✓ Zero paid CAC
2019 - 2024

Wealth I/O

Founder & CEO

Richmond, VA • WealthTech

  • ✓ Workflow optimization fintech
  • ✓ 30% back-office load reduction
  • ✓ Wealthbox integration
2014 - 2020

JM School of Design & Business

Founder & CEO

Bangalore, India • EdTech

  • ✓ 400+ students enrolled
  • ✓ 30+ startups incubated
  • ✓ Accredited academy

Core Competencies

Product Management
GTM Strategy
Founder-Led Sales
Outbound/Inbound Marketing
Prototyping
Stakeholder Engagement

Thought Leadership

Wealth Management Prompts

Weekly Newsletter • LinkedIn • 2025

AI for Wealth

YouTube Channel • 2025

Credentials

Perplexity AI Business Fellow • 2025

AI for Leaders • Great Learning • 2021

Transformational Entrepreneurship Award • Regent University • 2020

FinTech Foundations • Wharton Online