About
I am an AI-enabled technology strategist and creative storyteller helping private equity, corporate, and individual clients assess, shape, and accelerate technology-driven growth. In ~3 years of experience, I’ve supported 20+ technology due diligences and 6+ post-deal value creation engagements spanning product tech, digital SaaS, IT, corporate growth strategy, business transformation, etc. Outside of consulting, I’m a holistic life, career, and growth coach, lifestyle & mindset content creator, and purpose-driven public speaker. Through content, coaching, and community-building, I empower growth-minded individuals create purposeful, fulfilling, and intentional lives. I bring unapologetic authenticity into everything that I do by blending personal passion with professional competence. ✧˖°🎓⋆ As a first-generation college graduate from Michigan Ross (BBA '23) and immigrant from rural China, I aim to inspire people — particularly Asians, women, students — to embrace their free will.
Experience
The Deals Technology Strategy team at PwC Strategy& partners with Private Equity & corporate investors across the deal lifecycle to assess proprietary technology assets and identify technology-led EBITDA opportunities during diligence and post-acquisition value creation. Work spans product strategy, AI-enabled diligence, and tech-driven growth planning across digital and SaaS businesses. Below are my relevant experiences: - Delivered 15+ product tech & IT-focused technology due diligences, translating codebase quality, product architecture stack, data infrastructure, R&D organization, and roadmap credibility into clear investment theses for PE buyers and sellers - Led market intelligence workstream for a $200M growth strategy engagement, developing scenario models and synthesizing 50+ data sources - Architected and deployed AI-enabled engagement workflows using ChatGPT Enterprise, Harvey.ai, ToltIQ, Replit, and Cursor to streamline research synthesis, technical assessment, and deliver
- Advise private equity clients on value creation opportunities by conducting thorough analyses of market trends, competitive landscapes, and potential synergies. - Lead the implementation of rapid value delivery frameworks, ensuring quick and effective post-acquisition integration and value realization for private equity clients.
With great depth and spiritual understanding of the world, Annie is passionate about sharing unique, powerful human experiences to empower individuals towards greater heights. She has been coaching for over 3 years, starting as a paid consulting and admissions coach at the University of Michigan Career Center, which hired her to consult and guide her peers in their academic and professional endeavors. She was hired by the Michigan Ross School of Business to be a BA100 Peer Mentor, BA200 Course Assistant, and Writing Coach for underresourced transfer applicants to the competitive business school. With her experience working part-time with the University of Michigan under 4 different jobs, Annie has a deep understanding of how to succeed in a collegiate and professional environment, power moves to maximize the power of your network, mock interview and resume review experience, and the college admissions committee perspective. With coaching from Annie, you will not only realize and exce
The "in perspective" podcast is a wellness & education podcast that uses authentic storytelling to share life lessons and unite humanity towards evolution. Each episode spotlights at least one of the eight dimensions of wellness [physical, emotional, spiritual, social, intellectual, financial, environmental, occupational] and is meant to guide you toward sustainable, holistic growth by sharing actionable tips and strategies. As a means to foster greater empathy in humans, Annie embeds narrations of engaging lived experiences throughout each episode to put you, the listener, into another's perspective. Season 1 is fully out and waiting for you to discover!
- Demonstrated adaptability and critical thinking by quickly learning new sales methodologies and implementing client feedback to enhance strategy calls, leading to an improvement in booking rates by 12%. - Surpassed sales goals, driving exceptional performance by generating over $85,000 in gross earnings for the company within 3 months, showcasing a commitment to driving business success. - Collaborated with the growth team to contribute to the development and execution of influencer marketing strategies, significantly expanding the company's reach and contributing to a measurable 33% growth in customer acquisition. - Recognized as "Shark of the Week" for spearheading the Leland Coaching Certification program with a detailed 10-page proposal document outlining the program structure, showcasing competitive analysis, and breaking down additional monetization streams, all while aligning with organizational objectives.
Elected to serve as the VP of DEI on BBA Council by my Ross BBA peers for the 2022-2023 school year.
- Manages technical aspects of Zoom in the BA 100 course and hosts the Zoom meeting for Session A, including setting up 12+ breakout rooms and addressing technical difficulties, to help build a positive and inclusive learning experience in a virtual BA 100 ecosystem - Conducts 30-45 min monthly 1:1 sessions with 20+ students designed to support student reflection and broaden perspectives on personal challenges and opportunities, enhance thinking and decision-making skills, and improve interpersonal communication and effectiveness
The Michigan Ross BBA Diversity, Equity, and Inclusion Committee aims to promote DEI within the Ross community to ensure a supportive and successful education for each student. As the Inclusive Classroom Co-coordinator, my job is to bring practical, hands-on DEI education to the classroom.
- Curates weekly 2-hour lesson plans on course content to ensure academic success of 5 students
Story Lab is designed to spotlight diverse Ross voices while developing authentic leaders who communicate with impact. Story Lab offers skill-building retreats each semester in partnership with wolf&heron, a Ross alumnae-owned company. Select participants go on to receive 1:1 coaching and additional support as they prepare to share their story at a Showcase event.
Selected to be one of thirty high-achieving, underprivileged Ross students to join the 2019 RSC Cohort, engage in academic courses, and become familiar with the curriculum. Creates unique case study presentations from innovative product ideas through in-depth training and guidance on business planning.
Founded the administration-backed Ross First Gen Network (RFGN) at the University of Michigan to provide a supportive, encouraging environment for Ross students, faculty, and staff who identify as first-generation and/or under-resourced. Collaborated with a leadership team of student leaders, faculty, and staff to organize, lead, and advocate for impactful events and sustainable resources to the network.
- Provides comprehensive feedback to 10+ students weekly on mock behavioral and consulting case interviews, resulting in 100% client satisfaction
- Built 5 robust Excel capability models with base case & downside; visualized insights on PPT to share preliminary findings with client stakeholders in 3 tech due diligence projects. - Led and organized office-wide social for 40+ people across 3 practices to promote community & foster inclusion amidst times of disconnection; communicated efficiently with vendors & firm partners to secure $5k+ funding for event; obtained 100% satisfaction.
Education
Activities and Societies: Ross Summer Connection 2019 Cohort, 180 Degrees Consulting, Central Student Government, Asian Consortium for Economic Development, Society of Human Resource Management, Undergraduate Research Opportunity Project, Propeller Collective for First-Gen College Students, Asian/Pa
Activities and Societies: Model United Nations, DECA, Interact Club, Future Business Leaders of America (FBLA), Debate & Speech, College Partnership Program, Key Club, Math Honor Society, National Science Honor Society, National Technical Honor Society, Computer Science Honor Society, Track & Field,
Activities and Societies: Model United Nations, Rotary Interact, Chinese Honor Society, Varsity Cheerleading, TJ BigSib, College Partnership Program, Codi's Hats, Girls Lacrosse, Women in Leadership Development (WILD), HackTJ.
Activities and Societies: Korea University Buddy Assistants, Korea University Business School Buddy