Sector Experience

Media & Entertainment
Retail
Technology

Experience

Marvin Traub Associates Management Consulting
Senior Associate
10/2014 - 1/2018
At TRAUB, I advised brands, retailers and developers in the consumer and retail sector on strategic growth initiatives and business optimization. I conducted operational diligence, financial analyses and market research to validate and inform the strategic direction for our clients. In preparing project presentations, business plans, client outreach materials and creating detailed operating models, I worked with clients to better inform business decisions and potential investment requirements.

Wells Fargo Securities Finance
Consumer & Retail Analyst
6/2012 - 7/2014
As an investment banking analyst, I advised clients in the consumer & retail sector on a variety of financial transactions. I conducted in-depth business and financial due diligence and prepared presentations used by senior executives regarding mergers & acquisitions, strategic alternatives and debt & equity financings. I researched industry trends to identify opportunities for organic and acquisitive growth and created detailed financial models to understand and assess proforma results.