Bulge Bracket Investment Banks
Fortune 500

Experience

Rosali Tea Start-Up
Founder & CEO
5/2015 - Present
• Developed, launched, and grew eCommerce loose leaf tea brand Rosali Tea, sold via Amazon and own website
• Developed and launched ready-to-drink sparkling tea brand Tea Crush, distributed to corporate offices and retail stores
• Skilled in product development, operations, sales & marketing, FP&A, branding and strategy
Pomelo Fashion Marketing
Consultant
8/2013 - 7/2014
• Helped to take company from idea to launch; projects included user acquisition, merchandising, partnerships, design
• Designed marketing calendar; managed FB & email campaigns; analyzed and devised user acquisition strategies
• Planned and selected assortment, evaluated retail metrics, and worked with marketing and design to push out products
Citrus Lane Start-Up
Marketing and Analytics MBA Intern
6/2013 - 8/2013
• Spearheaded company’s top priority project on reducing churn; implemented changes in merchandising and marketing
• Launched and managed GDN to expand customer acquisition and analyzed marketing channel performance
True & Co Start-Up
Business Analytics MBA Intern
1/2013 - 6/2013
• Conducted product return/keep and inventory analysis to improve merchandising and planning decisions
• Built cohort model; designed metrics and processes for tracking and evaluating customer conversion and retention
Warburg Pincus Finance
Private Equity / Venture Capital Investor
8/2010 - 7/2012
• Identified and evaluated venture, growth and late stage investments for WP’s $15Bn fund across healthcare sectors
• Completed 3 acquisitions with total transaction value of $500Mn+ and 4 financings for early stage companies
Morgan Stanley Finance
Investment Banking Analyst
7/2008 - 7/2010
• Analyzed industry landscape, built financial models, conducted valuation analyses, and managed diligence teams
• Completed M&A transactions of $3Bn+ and equity and debt financings of $2Bn+ in transaction value