Functional Skills
Go-to-market Strategy
Benchmarking
Market Research
Business Operations
Customer Relationship Management
Communications
Business Development
Revenue Growth
Sales Operations
Strategic Planning
Product Development
Sales and Operations Planning (S&OP)
Innovation Management
Operations Management
Commercial Due Diligence
Software Skills
PowerBI
Hubspot
Data visualization
Sector Experience
Business Services
Consumer Goods
Financial Services
Healthcare
Technology
Notable Clients
Allstate
Experience
Independent
Management Consulting
Strategy Consultant and Advisor
3/2016 - Present
• Insurance: Assessed growth opportunities in privacy space for Allstate's innovation group; evaluated M&A options and conducted due diligence that resulted in $525M acquisition of identity protection company (joined company full time in 2019 post-acquisition, resumed independent consulting in 2024)
• Insurance: Provided product bundle recommendations for iOT sensor systems for innovation group within specialty insurance company
• Healthcare: Conducted customer interviews and competitive assessment to identify optimal positioning for sleep health company; shift to focus on sleep apnea resulted in 5x improvement in CAC efforts
• CPG: Evaluated expansion opportunities for $5B+ CPG company; research informed $100M acquisition
• CPG: Completed financial analysis of cost expenditures of $1B beverage company and provided cost savings recommendations
• B2B: Building out sales operations processes and dashboards for AI-driven coaching platform via Bain’s independent consulting network
• Insurance: Provided product bundle recommendations for iOT sensor systems for innovation group within specialty insurance company
• Healthcare: Conducted customer interviews and competitive assessment to identify optimal positioning for sleep health company; shift to focus on sleep apnea resulted in 5x improvement in CAC efforts
• CPG: Evaluated expansion opportunities for $5B+ CPG company; research informed $100M acquisition
• CPG: Completed financial analysis of cost expenditures of $1B beverage company and provided cost savings recommendations
• B2B: Building out sales operations processes and dashboards for AI-driven coaching platform via Bain’s independent consulting network
Blitz Insurance
Sales
Head of Strategic Partnerships
4/2023 - 1/2024
• Achieved 14% MOM growth in insurance premiums while managing relationships with 20+ brokers for specialty insurance startup
• Elevated data-driven analysis by managing redesign of Hubspot CRM and Power BI data visualization tool, resulting in the creation of reusable internal and external dashboards and improved ongoing partner performance evaluation
• Elevated data-driven analysis by managing redesign of Hubspot CRM and Power BI data visualization tool, resulting in the creation of reusable internal and external dashboards and improved ongoing partner performance evaluation
Allstate Identity Protection
Sales
VP and GM, Strategic Partner Channel
1/2022 - 3/2023
• Owned P&L for strategic partner channel business unit (B2B2C sales channel); achieved 35% YOY revenue growth
• Managed 5-person team responsible for go-to-market strategy, new business development, and account management
• Managed 5-person team responsible for go-to-market strategy, new business development, and account management
Allstate Identity Protection
Sales
VP, Multi-Channel Development
1/2021 - 12/2021
• Formulated and executed a comprehensive channel strategy, business model playbooks, and lead generation approach; closed/managed clients across key verticals of financial services and tech, including several in Fortune 500
Allstate Identity Protection
Corporate Strategy & Development
Senior Director, Strategy and Business Operations
7/2020 - 12/2020
• Fostered cross-functional collaboration with technology, marketing and product teams to drive commercial product roadmap
Allstate Identity Protection
Corporate Strategy & Development
Director, Channel Strategy and Planning
1/2019 - 6/2020
• Led growth strategy initiatives, including evaluation of international expansion opportunities and new product development
Project Fixup
Start-Up
Co-Founder and Chief Executive Officer
5/2012 - 2/2016
• Launched angel-backed startup that used algorithmic curation to match people with similar interests and coordinate meeting logistics
• Managed 4-person team and led strategy, marketing and product
• Accepted into Techstars Chicago, a highly competitive startup accelerator (10 companies/900 applicants)
• Leveraged paid customer acquisition, social media, and partnerships with nonprofits and small businesses to acquire ~50K members
• Led all data analytics to segment customers based on behavior and provide targeted offers and communications to members; average number of dates increased from 1.5 to 2.5 per active member
• Managed 4-person team and led strategy, marketing and product
• Accepted into Techstars Chicago, a highly competitive startup accelerator (10 companies/900 applicants)
• Leveraged paid customer acquisition, social media, and partnerships with nonprofits and small businesses to acquire ~50K members
• Led all data analytics to segment customers based on behavior and provide targeted offers and communications to members; average number of dates increased from 1.5 to 2.5 per active member
CommuniTeach
Start-Up
Co-Founder
7/2010 - 8/2011
• Launched skill-sharing platform that facilitated one-on-one learning meetups and group community-led workshops
• Founded Learnapalooza Chicago, an annual one-day summer festival w/ 75+ classes in various neighborhoods
• Established corporate learning business unit; established partnership with launch client Morningstar to deliver service to 1000+ employees
• Founded Learnapalooza Chicago, an annual one-day summer festival w/ 75+ classes in various neighborhoods
• Established corporate learning business unit; established partnership with launch client Morningstar to deliver service to 1000+ employees
Bain and Company
Management Consulting
Associate Consultant
10/2008 - 6/2010
• CPG: Analyzed consumer research and conducted surveys to refine strategy and positioning for major product of $10B+ CPG company
• B2B: Coordinated directly with top client executives to redesign sales process and training program that was subsequently rolled out to
400-person sales force; achieved shortened sales cycle and 2x forecast increase in digital sales
• B2B: Identified $15M in cost savings opportunities through finance process benchmarking for $800M portfolio company of PE firm
• Public Sector: Modeled optimal allocation of $30M in federal funding to create 200+ new renewable energy jobs in Chicagoland area
• B2B: Coordinated directly with top client executives to redesign sales process and training program that was subsequently rolled out to
400-person sales force; achieved shortened sales cycle and 2x forecast increase in digital sales
• B2B: Identified $15M in cost savings opportunities through finance process benchmarking for $800M portfolio company of PE firm
• Public Sector: Modeled optimal allocation of $30M in federal funding to create 200+ new renewable energy jobs in Chicagoland area