We're a team of finance veterans and technology nerds hell-bent on changing the way business is done. We’ve been in the trenches, agonizing over financial models, cash flow forecasts, and dashboards in clunky, outdated tools. We’ve managed the finances of small businesses, billion-dollar enterprises, and everything in between, and we’ve seen firsthand how challenging it can be to run a business without full visibility and reliable forecasts.
Too many businesses have faltered or failed because they didn’t have the time, tools, or expertise to take control of their finances, and we had to do something about it.
That’s why we created Clockwork - to provide unparalleled financial clarity and control, AI-powered forecasts, and much more, right at your fingertips. We want to give you back your time, arm you with world-class financial intelligence, and help you move forward confidently when it counts.
I know the challenges small businesses go through every day after growing up in the restaurants my dad owned. I've worked at Merrill Lynch, Edward Jones, The Boeing Company, and a boutique Oil & Gas consulting firm before starting my own outsourced CFO / COO consulting firm. It was through that where I realized how systemic the issue of financial visibility for small business really was.
I grew up in a small business household, which led me to pursue a career in Finance. I went on to work in a multi-family office, then a boutique hedge fund, before falling in love with Fintech. I won't rest until every business is leveraging the right technology to get critical insights and make better decisions. Although I do occasionally hit the mountains to recharge.
With extensive knowledge and experience with everything digital marketing, I have a true passion of growing businesses by leveraging the tools at our fingertips.