Functional Skills
Financial Modeling
Sector Experience
Business Services
Financial Services
Healthcare
Retail
Technology
Experience
Variify LLC
Start-Up
COO
6/2015 - Present
Provide leadership in operations strategy.
• Successfully delivered MVP
• Successfully pitched investment syndicate
• Successfully acquired partner in pilot location
• Drove strategic planning for the coming year
• Successfully delivered MVP
• Successfully pitched investment syndicate
• Successfully acquired partner in pilot location
• Drove strategic planning for the coming year
The Business Sherpas
Management Consulting
CEO
1/2017 - Present
Principal consultant managing a collective of experts providing high-level Strategy, Project Mgmt, and fractional COO services. Select projects include:
• Business strategy for a blockchain cloud mining startup.
• Business plan, financial model, and pitch deck for D2C consumer products business
• Go to market strategy for a fintech startup
• Pitch for a solar tech startup.
• Business strategy for a blockchain cloud mining startup.
• Business plan, financial model, and pitch deck for D2C consumer products business
• Go to market strategy for a fintech startup
• Pitch for a solar tech startup.
Collective Ventures
Finance
Partner/Owner
9/2017 - Present
- Vet all incoming startup pitches
- Oversee coffee shop and coworking space
- Develop internal programming
- Oversee coffee shop and coworking space
- Develop internal programming
Collective Ventures
Start-Up
Startup Advisor
3/2017 - 9/2017
As resident startup advisor to the accelerator/co-working space, advise all companies that come in.
• Build business plans and financial models
• Do market research
• Provide strategy and operational guidance
• Vet potential entrants to the accelerator program for suitability
• Run design sprints and hypothesis testing
• Build business plans and financial models
• Do market research
• Provide strategy and operational guidance
• Vet potential entrants to the accelerator program for suitability
• Run design sprints and hypothesis testing
Independent Contractor
Management Consulting
Business Consultant
1/2006 - 12/2016
Independent strategy and operations consultant, or subcontracted team member for boutique consulting firms
Project ranging insurance, renewable energy, logistics, healthcare, technology, retail, non-profits. Focused on growth strategy, go/no go decisions, and go-to-market strategy. Selected projects include:
• Top three national pallet pooling company – market strategy and pricing analysis
• National healthcare outpatient centers –mkt entry, competitive. analysis
Project ranging insurance, renewable energy, logistics, healthcare, technology, retail, non-profits. Focused on growth strategy, go/no go decisions, and go-to-market strategy. Selected projects include:
• Top three national pallet pooling company – market strategy and pricing analysis
• National healthcare outpatient centers –mkt entry, competitive. analysis
EXL Service, Inc.
Management Consulting
Associate
6/2012 - 8/2013
As part of the Operations Consulting group, worked on financial modeling and process improvement projects for large cap companies in the insurance and financial services industries. Also involved in firm development by exploring ways to facilitate knowledge transfer, process creation and documentation. Selected projects include:
• Top tier national health insurance company – financial modeling and business case development
• Top tier global bank – risk management process improvement
• Top tier national health insurance company – financial modeling and business case development
• Top tier global bank – risk management process improvement
RxDocuments, LLC.
Start-Up
Product Development Manager
3/2003 - 5/2005
• Persuaded CEO to move into a more profitable market segment by performing competitive analysis of industry.
• Increased order volume 300% by leading team of 10 developers to redesign application and web interface.
• Spearheaded business development through relationship building, on-site sales, training and customer support.
• Managed sales team and kept office running smoothly.
• Increased order volume 300% by leading team of 10 developers to redesign application and web interface.
• Spearheaded business development through relationship building, on-site sales, training and customer support.
• Managed sales team and kept office running smoothly.
Tellabs
Other
Software Engineer
8/1999 - 9/2002
• Successfully multi-tasked delivery of three simultaneous projects as resident software installation expert.