Functional Skills

Strategic Planning
Market Research
Budgeting
Quantitative Research
Marketing Analytics
Revenue Growth
Finance Transformation
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Financial Modeling
Growth Strategy
Business Unit Strategy
Forecasting / Projections
Venture Capital Investing
Private Equity Investing

Software Skills

Microsoft Excel

Sector Experience

Business Services
Consumer Goods
Financial Services
Media & Entertainment
Retail

Notable Clients

AIRBUS
Newell Brands

Fortune 500

Experience

Solve For (X), LLC Management Consulting
PRESIDENT AND FOUNDER
1/2008 - Present
As the founder of Solve for (X), I have helped over 250 startups, established businesses and investors in 53 sectors and 15 countries scale new business opportunities
• Helped clients raise over $1 Billion in debt and equity financing
• Delivered business plans, financial models, pitch decks and training for companies from startup to enterprise
• Verifiable 5.0-star reviews and testimonials on Clutch.co, The Manifest & Google• Fractional Chief Financial Officer (CFO), Chief Strategy Officer (CSO), and Chief Operating Officer (COO)
• 1871.com & mHub mentor, course instructor (revenue strategies) and business pitching coach (2020 – Present)

Revive Designer Bathrooms Start-Up
CHIEF OPERATING OFFICER
1/2015 - 1/2017
I managed an equity-backed home remodeling & construction start-up where I grew and expanded business nationally through franchising & e-commerce. Managed 25 employees & sub-contractors
• Increased sales volume by 38% over two years while maintaining an even gross margin
• Reduced average construction time by 22%, significantly increasing customer satisfaction
• Drove 20% increase in marketing ROI through business development, partnerships, media exposure
• Increased brand recall by 11% through digital marketing enhancements and social media
• Successfully expanded local business to 5 geographies (Illinois, South Carolina, Virginia, New York, New Jersey)

Gate Retail Onboard Start-Up
MANAGING DIRECTOR
1/2010 - 1/2015
40-fold scale up of Gate Gourmet's North American retail services business. • • • •
• Managed 40 employees and a $100M revenue portfolio for leading airline buy-on board programs (e.g., United, Delta, American & Air Canada)
• Successfully negotiated contract engagements; growing customer base ninefold (~25% market penetration)
• Led business development efforts into Mexico; set up new legal entity and negotiated USD $11M deal
• Consistently beat North American revenue and EBITDA targets by 8-10% annually
• Turned around loss-making retail programs with 3x EBITDA improvements
• Initiated demand planning and supply chain models that reduced operating expenses by 20%

OfficeMax Inc. Data Science / Analytics
VICE PRESIDENT, CATEGORY MANAGEMENT AND CUSTOMER INSIGHT
1/2007 - 1/2008
Led companywide analytics and customer insight; transformed a reactive group of 45 ad hoc analysts into a proactive intelligence organization that serviced the Merchandising, Marketing and B2B/B2C Sales functions
• Achieved $90M in operating margin enhancements through marketing mix and merchandising optimization
• Drove 19% revenue increases in Telesales call center leveraging direct marketing analytics and OTE incentives
• Introduced revolutionary consumer centric Admins panel, yielding a 15% reduction in cost per lead
• Drove 16% gross profit improvement on strategically targeted price increases on inelastic items

Avery Dennison Sales
DIRECTOR, CATEGORY MANAGEMENT
1/2002 - 1/2007
Developed and led the North American category management organization for the $1Bn enterprise (servicing Wal-Mart, Target, Staples, OfficeMax, Office Depot) Managed 15 employees
• Consistently drove double-digit returns on $5M retail trade budget using rebates, displays, bonus packs, etc.
• Secured $200K in CapEx for a next-gen data warehouse project, improving our ability to measure performance
• Tripled direct marketing opt-ins using targeted SIC/NAICS geocoding methodology and CRM marketing

Bristol-Myers Squibb Sales
CATEGORY DEVELOPMENT MANAGER
1/2000 - 1/2002
Leveraged fact-based selling initiatives to garner more shelf space in highly competitive national drug store market
• Developed and managed category plans for national accounts representing $200M+ in total sales
• Drove 40% sales increase by effectively selling solutions platform to CVS; 2000 Division of the Year
• Introduced company-wide dashboards (promotional lift/ROI, new item tracking & category assessments)

The Gillette Company Research
MARKET RESEARCH ANALYST
1/1997 - 1/2000
After a successful summer internship, a role was created for me to continue working through school and beyond
• Drove marketing concepts to convince the world they needed a third blade on their razor (Mach 3 launch)
• Executed advanced analytics models – segmentation, conjoint, elasticity, marketing mix, etc.
• Standardized qualitative and quantitative research initiatives for Gillette North American toiletries