Lei Lu, cpa cma (on), mba, rEALTOR
Lei is passionate about working with startups and solving problems. Before devoting her work full-time to the company, Lei served as the Financial Controller for Meridith Baer Home, the world’s leading staging company, and assistant Financial Controller for Zendai Investment group, the first social enterprise in China for peer to peer lending business that focuses on helping SMEs to grow. In her early career, Lei was part of the finance team for companies such as Amazon, IKEA, Fox, Universal Music Group and Franklin Templeton Investment.
Lei obtained her MBA from University of Southern California and CPA from Ontario, Canada. To help local community, Lei volunteers for USC-Marshall School of Business as Board of Director for Business Networking. In her spare time, Lei loves to hiking and practice hot yoga.
Varun Gulati, mba
Varun has spent his career at the intersection of technology, finance, and accounting as it has allowed him to combine my passions and skills. After graduating from the University of Texas with an undergraduate degree in finance, he worked at an internet content company in the DC area which published educational investing and business content. Varun spent 5 years there and progressively expanded my scope to running multiple aspects of the business including product management, advertising operations, web development, and accounting/financial analysis. Subsequently, Varun went to business school at Yale, and after getting an MBA with concentrations in finance and accounting, he joined Amazon, where he spent the 6 years in various finance roles with progressively bigger scopes supporting varied businesses such as advertising, video content production, Fire TV, and web services (AWS).
In his spare time, you can often find Varun working out in Soul Cycle and/or golfing.
Chris Cachat, CFA, mba
Chris has a Chartered Financial Analyst (CFA) license and is an experienced financial and accounting professional. He has worked with many startups in the real estate and hedge fund industries providing financial advisory services and accounting solutions.
Chris graduated with Honors from UC Santa Barbara with a degree in Business Economics. He obtained his MBA from University of Southern California with specialization in investments and financial markets. In his spare time, Chris enjoys spending time with his family, golfing and snowboarding.
MEGAN HORNER,mba
Megan Horner is a business process and strategy professional, and is serving as Advisori Finance's Director of Operations. She has over five years' experience in strategy and tech consulting for major Media & Entertainment companies, and also has several years' experience in business development and marketing in the financial services industry.
Megan graduated with Honors from the University of Notre Dame, with a degree in Marketing, and obtained her MBA from the University of Southern California. In her spare time, Megan enjoys working out, cooking, and traveling.
Mary ying,cpa, Master of accounting
Mary Ying serves as Financial Controller for clients on subjects such as accounting, and financial services to domestic and oversea clients. Mary started her career at Amper Politziner & Mattia LLP (currently EsinerAmper) tax department in 2006 and over the years has served in various roles in CPA firms and industries with the specialty in business and individual tax returns as well as the full cycle of accounting processes. She has an extensive background in tax, helping families and small business owners to develop tax efficient strategies in college planning, retirement planning and other tax advantaged programs. She also provides tax seminars to educate clients on specific tax areas.
Mary graduated from Master of Accounting in Fairleigh Dickinson University and licensed Certified Public Accountant (CPA) in NYS. She volunteers for ARREA and other organizations as treasury and board member. In Spare time, she enjoys reading, singing, hiking and traveling.