Functional Skills

Project Management
Product Strategy
Financial Modeling
Financial Planning & Analysis (FP&A)
Go-to-market Strategy
Digital Marketing / Advertising
Simulations
Secondary Research
Product Launch
Marketing Strategy
Agile Software Development
Artificial Intelligence
Blockchain
Business Intelligence
Market Research

Software Skills

Artificial Intelligence
Blockchain
Localization
MicroStrategy
Microsoft Excel

Sector Experience

Business Services
Financial Services
Real Estate

Languages

Spanish
Italian
Portuguese
English
Japanese

Notable Clients

TD Bank Group
Fortune 500

Experience

HouseCanary Start-Up
Partnerships Consultant
1/2018 - Present
• Leading the partnership initiative for a fintech start-up utilizing AI and Natural Language Processing
• Responsible for go-to-market strategy and alignment across marketing and product
Independent Consultant Corporate Strategy & Development
Advisor
4/2016 - 12/2016
Advised large international iPad POS player (part of Apple Mobility Partner Program) on US go-to-market strategy
• Overall strategic assessment of US market and its players
• Financial modeling and projections
• Product development analysis
• Distribution partnerships analysis and outreach (US payment acquirers emphasis)
• Marketing strategy
Credit Sesame Start-Up
Head of Strategy and Business Development
8/2013 - 10/2015
• Direct report to CEO and attended board meetings
• Built the business via new product development, partnerships, revenue growth and operational management
• Launched new e-commerce product and led payments processing stack selection and implementation
• Increased revenues 7x and doubled partnerships
• Responsible for corporate development with CEO (financial forecasting, metrics analysis, pitching VCs, etc.)
• Developed and negotiated legal contracts
Vesta Corporate Strategy & Development
Director, Product and Business Development
6/2011 - 6/2012
Vesta is a leading electronic payments (mobile top-up) provider (billions in $ volume) for prepaid carriers
Business development and strategy, including new and existing business initiatives, strategic partnerships, product development
Products included mobile wallet app, cloud-based payments, digital / virtual goods, prepaid, and e-commerce
Pitched existing and potential partners (mobile carriers, merchants, processors) on new solutions
Evaluated Build vs. Buy vs. Partner initiatives
Visa Management Consulting
Sr. Director
1/2008 - 5/2011
• Part of product group - responsible for financial modeling, business development, marketing, strategic partner relationship management, and strategy for Visa’s largest consumer credit clients (issuing banks {Chase, others}, co-brand merchants, co-brand travel partners {United, Southwest Airlines, Marriott, others} regarding new products, analytical and business performance (business intelligence), loyalty, new segment opportunities, competitive analysis and product development