
WellthPlan
CurrentGeneral Manager of WellthPlan, an AI-driven personal finance platform. Overseeing product and growth for Finn, an AI financial assistant that monitors accounts 24/7, surfaces proactive text alerts, and converts real transaction data into a personalized Wellth Score. Finn uses LLM-powered natural language to answer financial questions via iMessage, WhatsApp, and SMS — making AI-driven financial coaching accessible to everyday households.

