Functional Skills
Business Planning
Market Research
Financial Planning & Analysis (FP&A)
Content Marketing
Data Collection / Research
Software Skills
Blockchain
Discord
GitHub
Microsoft Office
SAP
Tableau
VBA
Workday
Google Sheets
G Suite
Sector Experience
Financial Services
Retail
Social & Public Sector
Technology
Languages
Spanish
English
Bulge Bracket Investment Banks
Fortune 500
Experience
Blockchain Projects
Start-Up
Blockchain Consultant & Advisor
5/2017 - Present
• Advise distributed blockchain team on operations, strategy, research, business development, and design.
• Oversaw project milestones, conducted protocol research, performed testing, and created marketing materials for proof of concept decentralized app (dApp)
• Performed technical writing and copywriting for a new cryptocurrency decentralized exchange (DEX)
• Provided crypto market insights for emerging technology news company
• See resume for more detail
• Oversaw project milestones, conducted protocol research, performed testing, and created marketing materials for proof of concept decentralized app (dApp)
• Performed technical writing and copywriting for a new cryptocurrency decentralized exchange (DEX)
• Provided crypto market insights for emerging technology news company
• See resume for more detail
Sherman Financial
Start-Up
Operations & Marketing Manager
9/2020 - Present
• Manage operations and marketing for financial freedom offerings and financial advisory work
• Develop presentations, marketing content, internal processes, and partner relations; oversee strategic projects
• Develop presentations, marketing content, internal processes, and partner relations; oversee strategic projects
Awakening Tranquility
Start-Up
Founder
3/2018 - 9/2019
• Founded online meditation program for clarity and calmness, based on proven Harvard research
• Oversaw client relations, ideation, planning, and implementation; managed web development team
• Oversaw client relations, ideation, planning, and implementation; managed web development team
Green Dot Public Schools National
Finance
Senior Financial Analyst
10/2015 - 2/2018
• Managed budget, forecast, financials, governance, and compliance for two companies with $70 million in assets; conducted data
modeling, analysis, and visualization using Excel and Tableau
• Led 6 credit rating agency reviews; oversaw financial client relationships, covenant compliance, and reporting
• Drove research, modeling, analysis, and cross-functional implementation of new tax policy to save $250,000/year
• More detail on resume
modeling, analysis, and visualization using Excel and Tableau
• Led 6 credit rating agency reviews; oversaw financial client relationships, covenant compliance, and reporting
• Drove research, modeling, analysis, and cross-functional implementation of new tax policy to save $250,000/year
• More detail on resume
Warner Brothers International
Data Science / Analytics
Lead Data Analyst
8/2014 - 10/2015
• Worked cross-functionally with departmental partners to identify $11 million in sales discrepancies
• Led team to ensure accuracy of intellectual property data with $4 billion in sales; validated and cleansed 400,000 lines of data
• Led team to ensure accuracy of intellectual property data with $4 billion in sales; validated and cleansed 400,000 lines of data
Self-Employed
Management Consulting
Independent Consultant
2/2010 - 10/2015
• Managed beta test of new product for online education company; collaborated with 800 beta testers and multiple business teams; delivered data analytics to senior management
• Conducted competitive intelligence research, Excel modeling, and analysis to recommend an outsourced customer service provider with $20,000 comparative annual cost savings
• Advised accounting team on deal economics and terms for a $200,000 private partnership investment
• Conducted competitive intelligence research, Excel modeling, and analysis to recommend an outsourced customer service provider with $20,000 comparative annual cost savings
• Advised accounting team on deal economics and terms for a $200,000 private partnership investment
Self-Employed
Research
Technology Advisor & Microfinance Researcher
1/2009 - 8/2009
• Built social network and website to share yogic sage’s knowledge with global community; developed data management structures for materials; participated in borrower testing & collection meetings at rural microfinance institution
Bank of America
Finance
Investment Banking Analyst
6/2007 - 7/2008
• $215 Million Initial Public Offering and $65 Million Private Equity Placement: developed valuation materials using unique visitor and other methodologies; researched and analyzed industry trends & SEC compliance for prospectus; created roadshow investor presentation; conducted financial statement analysis; researched legal agreements; trained new analysts