A strategy-trained business builder working across financial services, AI products, and agent workflows.
擅长把复杂、非标准、依赖专家判断的问题，转化为人与 AI 可以共同使用的产品、工作流与工具。
A calm shared-care product for newborn families — designed to lower recording burden and give parents and caregivers one continuous picture of what has happened.
Shared family timeline · Fast recording · Mobile web · Deployed
Explore a sample day · View project
An interactive learning product that turns repeatedly explained investment knowledge into a structured journey from first principles to strategy judgment and portfolio thinking.
5 modules · 19 lessons · ~80 minutes · Judgment tasks and strategy builder
An operating surface connecting portfolio review, the Linghang Portfolio Tracker, diagnostic briefs, and product comparison around the advisor’s real work.
Advisor tools · service paths · human handoffs · Investor + advisor portfolio flows
View project · Explore the Portfolio Tracker demo
The recurring pattern across this work is judgment into systems:
- Start with the real job — understand the messy workflow before designing the interface or adding an agent.
- Make judgment explicit — identify the inputs, decisions, exceptions, and artifacts experts carry implicitly.
- Build to learn — use working products to discover what a specification could not predict.
- Preserve human agency — keep consequential actions visible, reviewable, and owned by a person.
AI lowers the cost of execution. The harder advantage is defining what should be executed, what context matters, and where a human must still decide.
- Built and scaled a wealth-management advisory system spanning customer diagnosis, RM workflow, content, tools, and delivery.
- Earlier experience in strategy consulting, research, and executive problem solving.
- Now focused on AI Product, Agent Workflow, and AI-native operator-builder roles.
Dive. Think. Build.