About

Over a decade at the intersection of finance, operations, and judgment.

I spend most of my time answering one question for the people I work with: can this number actually be trusted, and what should you do because of it. That's shown up as pricing insurance risk in Nairobi, managing a live equity portfolio in Kentucky, mentoring the analysts who worked alongside me, and building the models that told a sponsor their construction budget was already short before the first shovel went in the ground. Whatever the room, the job is the same: turn uncertain, incomplete information into a decision someone can stand behind, and a process someone can actually run.

BACKGROUND

The short version.

Finance, investment, and risk professional with an MSc in Finance (University of Kentucky, Gatton College of Business), a Bachelor of Commerce in Actuarial Science (Kenyatta University), and current CFA Level I candidacy. Over a decade of experience across finance, operations, and analytics, including eight years in professional roles spanning commercial insurance underwriting and business development, active equity portfolio management, corporate FP&A, and independent financial-strategy consulting, spanning Kenya, the United States, and remote engagements globally. Alongside the modeling work, I've built and refined the underwriting scorecards, reconciliation controls, and reporting processes that let a team run without me in the room, the operational backbone that usually gets less credit than the number it supports. I hold the FMVA® (Financial Modeling & Valuation Analyst) charter from the Corporate Finance Institute, and I served as a Senior Domain Expert evaluating AI-generated financial outputs for Mercor.io through June 2026. My active engagements today are independent financial and strategy consulting alongside expert-consulting work for Catalant.

What sets this combination apart is range: quantitative modeling (Python, SQL, DCF and LBO construction, sensitivity engines) paired with qualitative, client-facing judgment built across underwriting, brokerage, and board advisory. Few practitioners carry both the modeling depth and the commercial instinct to know which number actually matters to the person making the decision.

WHAT I BRING TO A TEAM

Beyond the analysis.

I've sat on both sides of the table

Underwriting taught me how a lender or insurer actually thinks about risk. Advisory and governance work taught me how a founder, a board, or an investment committee actually hears a recommendation. I build for the audience in the room, not just the analysis on the screen.

I don't wait to be asked the hard question

The eco-resort model I built surfaced a construction budget gap and a debt coverage shortfall before the sponsor's own team caught either one. I'd rather find the problem in the spreadsheet than have someone else find it in a covenant breach.

I carry a book of business, and I develop the people around me

Zero attrition across a 130-account portfolio wasn't luck. It came from showing up consistently for renewal conversations most brokers treat as routine, and from mentoring the junior analysts on my portfolio team, reviewing their models and pushing their research until it held up on its own. That same instinct, for the relationship and the person behind the number, shows up in every advisory engagement I take on.

I put my own work behind my name

Published research, sourced case studies, and a track record that traces back to an actual model or account, not a claim. If you're deciding whether to bring someone in, a paper trail available for verification.

MISSION

Decision-ready leadership, engineered for scrutiny.

To give investors, boards, and operators financial, operational, and strategic judgment rigorous enough to bear real decisions, translated clearly enough that no one in the room has to take it on faith.

VISION

Rigor as the baseline, applied without exception.

A practice where institutional-grade discipline, stress-tested assumptions, sound process design, attribution-checked results, is simply how finance, strategy, and operations get run, for a first-time entrepreneur and an investment committee alike.

CAREER TIMELINE

Where the numbers come from.

May 2026 –
Jun 2026

Senior Domain Expert

Mercor.io · Remote

Contributed finance and analytical domain expertise to AI-related project work: evaluating, validating, and improving AI-generated financial outputs for analytical rigor and professional-grade accuracy.

Jan 2024 –
Present

Independent Finance & Strategy Advisor

Self-Employed · New York, and Expert Consultant, GLG & Catalant

Advises organizations, investors, and leadership teams on financial strategy, valuation, and risk management. Key deliverables include 10-year integrated project-finance models with four-scenario engines, DSCR analysis, and two-way IRR sensitivity grids.

Nov 2024 –
Dec 2025

Data Analyst, FP&A

University of Kentucky · Markey Cancer Center · Remote

Built driver-based cost allocation and multi-period rolling forecast models used in the annual budgeting cycle; automated leadership dashboards tracking performance against plan.

Aug 2024 –
Dec 2025

Portfolio Manager & Investment Analyst

UK Student Managed Investment Fund · Lexington, KY

Led active management of a $6M equity portfolio. Built integrated 3-year DCF and scenario models underpinning buy/sell theses; delivered 23% annual return outperforming the S&P 500, verified via Brinson-Hood-Beebower attribution.

Feb 2023 –
Jul 2024

Senior Account Executive

Minet Kenya Insurance Brokers Ltd · Nairobi

Managed a ~130-account commercial book at zero client attrition. Led renewal negotiations with underwriters and structured risk placements across multiple non-life lines.

Dec 2018 –
Jan 2023

Underwriting Officer

Madison General Insurance · Nairobi

Priced and underwrote new business and renewals within delegated authority limits. Developed pricing recommendations using renewal-cohort survival curves and sensitivity analysis.

Jan 2018 –
Dec 2018

Finance & Administration Assistant

Tax Justice Network Africa · Nairobi

Bank reconciliations, multi-currency transactions, accrual schedules, and donor-funded project administration for a pan-African development-finance and tax-justice research organization, early exposure to how equitable financial systems get built and funded across African markets.

BOARD & GOVERNANCE

Where judgment gets tested outside a model.

Board Member

Dr. Net Technology Labs, New York (Jan 2024–Present). Governance oversight and strategic advisory on financial sustainability, growth strategy, and risk management.

Chair, Audit Committee

Goal Quest Group, Nairobi (Dec 2023–Present). Leads oversight of financial governance, internal controls, and organizational accountability.

Founding Chairman

Goal Quest Group. Our goal is helping members build financial independence and long-term growth, guided by one mantra: where growth matters.

Chairperson, Investment & Budgeting Committee

Gilead SDA Church: oversight of financial controls, budgeting, and reporting.