Software Skills
Adobe Creative Cloud
Microsoft Excel
Microsoft PowerPoint
Microsoft Visio
Microsoft Word
Canva
Carta
Sector Experience
Agriculture
Business Services
Consumer Goods
Financial Services
Retail
Languages
English
Bulge Bracket Investment Banks
Experience
Self-Employed
Corporate Strategy & Development
Consultant
10/2015 - Present
As a business development and strategy consultant, I work with entrepreneurs that are in all life cycle stages. After understanding the business model, I create operating and financial projections to determine operational constraints, burn rates, and cash need to optimize short-term and long-term goals. I have worked with companies in the following industries: cannabis, electric vehicles, e-commerce, wine, tourism, retail, and medical devices.
Terra Vera
Start-Up
SVP Business Operations
7/2019 - Present
Investor presentation design for seed funding round; financial modeling, market analysis, customer acquisition strategy, finance and accounting
VelvetJobs
Other
Consultant
8/2016 - 6/2020
Manage resume review portal for career services start-up that offers free resume reviews, outplacement services, and expert consultation.
iAnthus Capital Management
Corporate Strategy & Development
Director, Business Strategy
6/2015 - 6/2019
With experience in both M&A and operational strategy, I worked cross-functionally with Finance, Marketing, Operations, Manufacturing, and Compliance in different types of companies: distressed, pre-revenue, high-growth. My areas of expertise include financial modeling and valuation, pricing and demand analyses, operational systems development (e.g. sales and operations planning processes, KPI reporting) and go-to-market strategy (retail and or product launches).
JPMorgan Chase & Co
Finance
Analyst
5/2013 - 5/2015
At J.P. Morgan, I was an investment banking analyst in healthcare services providing ongoing financial and strategic analysis for clients such as Partners HealthCare, Dignity Health and the Children's Hospital of Philadelphia. I also supported the capital raising of over $3.0 billion for clients.