Functional Skills

Business Planning
Business Unit Strategy
Change Management / Org Design
Competitive Landscaping
Customer Segmentation
Human Capital Consulting
Primary Research
Financial Modeling
Investor Relations
Business Operations
Communications
Finance Transformation
Financial Planning & Analysis (FP&A)
Innovation Management
Leadership Development

Software Skills

Airtable
Microsoft Excel
Microsoft PowerPoint
Salesforce
Tableau
Rippling
ActiveCampaign
SQL

Sector Experience

Business Services
Consumer Goods
Financial Services
Real Estate
Technology

Languages

English

Notable Clients

Confluence Technologies
Jones Lang LaSalle
Lululemon Athletica
McKesson
Pair Team
Big 4 Accounting
Bulge Bracket Investment Banks
Top Consulting Firms

Experience

Gravitas Partners Management Consulting
Founder t - Finance, Strategy, Operations and Product
1/2022 - Present
Consultant for Early Stage to Fortune10 across Strategy, Operations and Product
- Pricing analysis, book consolidation for Fintech client
- Strategic planning initiative for Technology, Life Sciences and Athleisure clients
- New product strategy development and GTM strategy for F100 Consumer Product client
- Organizational redesign, new function development for F10 BioPharma Distribution client
- Product and go to market expert
Zerv Inc Corporate Strategy & Development
Head of Strategy
9/2021 - 7/2022
Driving product and technology strategy across go to market channels. Operational strategy to build and scale the business
JLL Corporate Strategy & Development
Product and Operational Strategy
9/2019 - 9/2021
Driving strategy across new product expansion, operations, new ventures and technology.
Snappy Finance
Finance and Operations Lead
1/2018 - 8/2019
Built and led the finance and operations function, taking a startup from 10K MRR to 1.2MRR in less than two years
JPMorgan Chase & Co Corporate Strategy & Development
Corporate and Operational Strategy
1/2017 - 1/2018
Led a corporate and operation strategy team under the direction of COO, CFO and CEO of JPMorgan
PricewaterhouseCoopers (PwC) Management Consulting
Strategy and Ops Consultant
8/2015 - 7/2016
Strategy and Operations consulting
Deloitte Management Consulting
Org. Strategy and Human Capital Consultant
6/2014 - 7/2015
human capital consulting
CEB Finance
Corporate Finance
6/2013 - 8/2014
corporate finance role