Bulge Bracket Investment Banks
Experience
Sterling Talent Solutions
Corporate Strategy & Development
Vice President, Product Development
2/2017 - 7/2018
Responsible for all organic and inorganic growth initiatives for the Product team. Scope included: (1) Product-related M&A activity, including due diligence, acquisition and integration activities (co-led acquisition of a technology company); (2) New technology partnerships, including vendor analysis, selection & implementation; (3) Data vendor partner management ($150 million in spend), including contract negotiation, cost & quality control and product expansion strategy.
Sterling Talent Solutions
Corporate Strategy & Development
Vice President, Product Management
3/2014 - 1/2017
Founding member of the Product team. Owned $50 million P&L across five product lines & managed a team of four. Acted as a "CEO" or "GM" of my business lines, leading large cross-functional projects to improve product revenue and profitability. Extensive experience developing detailed business plans, executing go-to-market (including new product introduction) and operational efficiency strategies as well as large-scale technology projects.
Sterling Talent Solutions
Corporate Strategy & Development
Vice President, Corporate Development
8/2013 - 2/2014
Responsible for organic and inorganic growth initiatives for Sterling Talent Solutions, the world's largest tech-enabled background screening company. Specific projects included leading a 30-member cross-functional team on the integration of an acquired company (generating $5 million in synergies) as well as creating a multi-year business plan for a new product line.
Credit Suisse
Finance
Vice President, Private Fund Group
7/2004 - 7/2011
Strategic fundraising adviser to, and go-to-market expert for private equity funds & hedge funds. Extensive experience across project, client and people management skills as well as quantitative & qualitative analysis, marketing and sales. Managed 20+ clients (transactions) in the development and execution of fundraising strategies. Established novel business line (Secondary Advisory Business) and new market opportunity (Hedge Fund Secondary Market), in response to changing market conditions.