Functional Skills
Financial Modeling
Growth Marketing
Growth Strategy
Digital Marketing / Advertising
Sector Experience
Business Services
Financial Services
Media & Entertainment
Technology
Experience
TD Athletes Edge
Corporate Strategy & Development
Co-Founder
3/2015 - Present
Fitness brand co-founded by former LA Lakers Strength Coach
Lead strategic initiatives with particular focus on brand positioning, partnerships, and growth initiatives
Manage the financial projections and budgets that guide strategic priorities and decisions
Developed and execute strategic partnerships – including brand sponsorships, affiliates, content/product placement, and program licensing. Current and former partnerships include Under Armour, BioSteel, TRX, Gatorade, ANCORE, Plantiga
Oversee Shopify e-commerce portal and landing pages to sell consumer-focused digital and physical products
Hired and share management for a team of 9 FTEs
Key Accomplishments
Grew revenue by 17% CAGR between 2018-2023
Built membership to 95+% capacity
Lead strategic initiatives with particular focus on brand positioning, partnerships, and growth initiatives
Manage the financial projections and budgets that guide strategic priorities and decisions
Developed and execute strategic partnerships – including brand sponsorships, affiliates, content/product placement, and program licensing. Current and former partnerships include Under Armour, BioSteel, TRX, Gatorade, ANCORE, Plantiga
Oversee Shopify e-commerce portal and landing pages to sell consumer-focused digital and physical products
Hired and share management for a team of 9 FTEs
Key Accomplishments
Grew revenue by 17% CAGR between 2018-2023
Built membership to 95+% capacity
Partner For Growth
Management Consulting
Consultant
8/2018 - Present
Independent consultant providing growth strategy and transaction support
• Contracted to help independent investors identify and acquire Mid-Atlantic healthcare businesses
• Developing business case and financial analysis for Illinois casket producer
• Market entry & growth strategy for women-owned health & wellness startup in New York
• Contracted to help independent investors identify and acquire Mid-Atlantic healthcare businesses
• Developing business case and financial analysis for Illinois casket producer
• Market entry & growth strategy for women-owned health & wellness startup in New York
Farmhouse Pottery
Other
President
1/2024 - 7/2024
DTC and Wholesale seller of handmade pottery and non-pottery home goods
Ran largest production pottery studio in US, selling primarily through e-commerce with wholesale, dropship, and retail channels as well.
Set strategic priorities and created mission/vision
Developed company’s first monthly sales projections and annual budget
Partnered with product team to develop first forward-looking 18-month product roadmap
Added 8 key roles to 35-person company to expand production capacity and revenue channel support
Reorganized production team, leading to quality improvement of 30%
Key Accomplishments
Delivered revenue within 3% of projections vs. industry declines of 14%. Through cost controls, returned 40% above NI projections
Focus on awareness grew new customer sales from 40% to 50% of total
Increased key e-commerce metrics, including AOV (+12% YoY) and CVR (up 35% YoY)
Ran largest production pottery studio in US, selling primarily through e-commerce with wholesale, dropship, and retail channels as well.
Set strategic priorities and created mission/vision
Developed company’s first monthly sales projections and annual budget
Partnered with product team to develop first forward-looking 18-month product roadmap
Added 8 key roles to 35-person company to expand production capacity and revenue channel support
Reorganized production team, leading to quality improvement of 30%
Key Accomplishments
Delivered revenue within 3% of projections vs. industry declines of 14%. Through cost controls, returned 40% above NI projections
Focus on awareness grew new customer sales from 40% to 50% of total
Increased key e-commerce metrics, including AOV (+12% YoY) and CVR (up 35% YoY)
Bevi
Marketing
Head of Growth Marketing
6/2021 - 7/2023
Technology/IoT company in food + beverage; venture-backed Series D
Drove full-funnel campaign strategy across all paid media to accelerate conversions and revenue growth
Oversaw $200k+ monthly paid media budget - second largest line item at the company - across paid search, social, display, and sponsorships
Managed weekly, monthly campaign analytics and reporting against KPIs
Key Accomplishments
Drove 450%+ increase in monthly conversions from Apr 2021-May 2023 while decreasing CPA
Hired and managed Events Sr. Manager and Marketing Program Manager; managed agency relationships
Drove full-funnel campaign strategy across all paid media to accelerate conversions and revenue growth
Oversaw $200k+ monthly paid media budget - second largest line item at the company - across paid search, social, display, and sponsorships
Managed weekly, monthly campaign analytics and reporting against KPIs
Key Accomplishments
Drove 450%+ increase in monthly conversions from Apr 2021-May 2023 while decreasing CPA
Hired and managed Events Sr. Manager and Marketing Program Manager; managed agency relationships
Exponential Interactive
Marketing
Performance Strategy Manager
3/2016 - 8/2018
Ran performance campaigns for provider of advertising intelligence and digital media solutions across traditional display and video
Designed, executed, and optimized performance campaigns that outperformed KPIs (i.e., CPA, CTA, ROAS)
Conducted A/B tests and dataset analysis to identify pockets of underserved value and core customer attributes
Managed annual budget of $7MM+ portfolio of digital advertising campaigns on behalf of agency partners
Key Accomplishments
Worked with sales team on new business proposals while identifying upsell opportunities for growth in current portfolio, leading to 114% YoY revenue increase for sales region
Designed, executed, and optimized performance campaigns that outperformed KPIs (i.e., CPA, CTA, ROAS)
Conducted A/B tests and dataset analysis to identify pockets of underserved value and core customer attributes
Managed annual budget of $7MM+ portfolio of digital advertising campaigns on behalf of agency partners
Key Accomplishments
Worked with sales team on new business proposals while identifying upsell opportunities for growth in current portfolio, leading to 114% YoY revenue increase for sales region
Antson Capital Partners
Finance
Private Equity Associate
2/2014 - 4/2015
• Project manager leading due diligence process for regional private equity firm
• Lead financial/strategic evaluation of prospective opportunities and target acquisitions; communicate with executive teams and manage external professional service and vendor relationships
• Created financial models, strategic plan, and pitchbooks for $12.5M retail chain, real estate acquisitions
• Leading financial diligence on $4.8M premium landscape materials producer, real estate targets
• Lead financial/strategic evaluation of prospective opportunities and target acquisitions; communicate with executive teams and manage external professional service and vendor relationships
• Created financial models, strategic plan, and pitchbooks for $12.5M retail chain, real estate acquisitions
• Leading financial diligence on $4.8M premium landscape materials producer, real estate targets
L.E.K. Consulting
Management Consulting
Consultant
8/2011 - 6/2012
• Developed market entry strategy for multinational financial services provider to enter $3.3B oil & gas exploration & production market using primary and secondary research
• Conducted global assessment to create a 25-school international expansion plan for private equity-backed education company using macroeconomic statistical analysis combined with local market insight
• Created margin-improving roadmap to help airline grow business class market share from 10% to 20%
• Conducted global assessment to create a 25-school international expansion plan for private equity-backed education company using macroeconomic statistical analysis combined with local market insight
• Created margin-improving roadmap to help airline grow business class market share from 10% to 20%