Independent strategy consulting practice
• Provide services including: business strategy, market research, and financial modeling
• Assessed digital therapeutic chronic care management opportunities for a diabetes care company
• Built financial models for a hospital’s start-up next-generation medical transportation company (Lyft)
• Developed a glucose monitoring technology forecast for a global medical device company
• Mentor Canadian Consulate Technology Accelerator healthcare startups

Contract with a healthcare strategy consulting firm founded by ex-BCG and HBS consultants
• Helped a private equity firm evaluate an investment in a cloud-based medical imaging company
• Determined the pricing and packaging strategy for a portfolio launch of next generation clinical decision support tools
• Evaluated the market opportunity for medical mobile apps for a healthcare information provider
• Researched bolt-on medical cost containment acquisitions for a private equity firm

Contracted with a middle-market private equity firm
• Took on market research and business development initiatives to help a private equity firm improve and grow its portfolio companies in the consumer products, business services, and manufacturing sectors
• Created project plans, wrote surveys, developed target call lists, conducted interviews, analyzed responses, and determined recommendations
• Summarized key research findings and business recommendations for board meeting presentations

Worked part-time for an ultra high-net-worth wealth management firm
• First professional hired and worked alongside the founder to develop the firm’s investment management strategy, wealth management services, marketing collateral, and sales tools
• Created investor pitch book used to help grow assets under management from $0 to $200MM+
• Wrote quarterly economic and capital market report

• Made investments to grow the company’s largest business group into areas beyond its established business lines
• Managed an internal incubator and screened, selected, and helped grow start-up businesses
• Partnered with Corporate Development team to identify and evaluate prospective acquisition targets
• Project managed acquisition activities including: business analysis, valuation, deal structure, due diligence, negotiation strategy, integration, and close

• Held product management and strategic planning roles.
• Products supported included: video server, wireless broadband transceiver, software support service, and a blade communication infrastructure server.

• Identified, defined, and determined implementation architectures for next-generation telecommunications services.
• Focus areas included: broadband technologies, and display-based, data, and voice recognition services.