Deal Structuring
Constructs revenue-conversion structures from first principles rather than an existing playbook, with compliance built into the structure rather than bolted on afterwards.
Finance & Operations Executive
Tai
Finance executive and operator working across enterprise deal structuring, P&L ownership, and multi-entity operations — with hands-on experience architecting agentic AI systems.
- Enterprise Deal Structuring
- P&L Ownership
- Multi-Entity Operations
- AI Systems Architecture
Contact — pending
Experience
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Founder & Managing Director
Marathon Group Inc.
Dates pending verification
- Builds and architects agentic AI infrastructure (the Marathon Stack)
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Regional Director of Operations
Pacific Wholesale Mortgage
Dates pending verification
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Finance Director
Gunning and Associates
Dates pending verification
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Founder & Principal
Automotive Support Group
Dates pending verification
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Commodities Trader — agricultural commodities, Wall Street
Franklin First Financial
Dates pending verification
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Special Finance Director
Sound Group
Dates pending verification
Capabilities
P&L Ownership
Holds profit-and-loss accountability at portfolio level across concurrent client accounts, spanning pricing, margin, and delivery.
Multi-Entity Operations
Runs multiple entities concurrently alongside W2 director-level roles — the operating pattern of an owner-operator rather than a single-seat manager.
Frontier & Regulated Markets
Comfortable operating where formal rules have not yet caught up with the opportunity, structuring ahead of the framework while staying within what already exists.
AI Systems Architecture
Builds and operates agentic AI infrastructure directly — governance, orchestration, and production operations — rather than overseeing it from a distance.
Cross-Border
Bridges US market execution with Greater China operations.
Credentials & Background
- AFIP (Association of Finance & Insurance Professionals) certified
- Previously held a Series 7 securities license — not currently active
- Attended Columbia University for approximately one year; no degree awarded
- Fluent in English and Mandarin
- Mentors young professionals entering the automotive business
- No sponsorship required for US roles, unrestricted work rights in Taiwan.
Contact
Contact details pending.