Functional Skills

Business Planning
M&A Support
Market Research
Financial Due Diligence
Technology Strategy

Software Skills

Hubspot
Microsoft Excel
Microsoft PowerPoint
Asana
DocuSign
Zapier
Tableau
Airtable

Sector Experience

Consumer Goods
Financial Services
Technology
Transportation & Logistics
Case Study
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Case Studies

corporateStrategyDevelopment
M&A Target List for B2B Payments co.
Financial Services Acquisition Target Identification M&A Support
research
Competitive Landscape mapping for Marketing SaaS co.
Technology Market Research Product Strategy

Notable Clients

Western Digital

Experience

Independent Consulting Corporate Strategy & Development
Consultant
3/2021 - Present
Consulting startup CEOs on company goals, M&A, Fundraising and other strategic topics.
Taskhuman Finance
CFO
5/2021 - 10/2022
- Led Core Finance, Investor Relations, HR and Compliance functions for the company.
- Assembled and led a team of 10 professionals.
DNX Ventures Finance
Principal
1/2015 - 5/2021
Generalist venture capital investor focused on B2B or enterprise focused products and business models.