Functional Skills

Leadership Development
Operations Management
Sales and Operations Planning (S&OP)
Financial Due Diligence

Software Skills

Salesforce
Hubspot
Heroku
Asana
Google Docs

Sector Experience

Business Services
Financial Services
Manufacturing
Social & Public Sector
Technology

Experience

Independent Management Consulting
Consultant
1/2024 - Present
Advise companies on partnerships, growth, leadership, and product direction
Create and establish KPIs and systems for continuous monitoring
Review and/or create financial model
Review unit economics and advise on increasing profit margin
Advise on strategies for partnership agreements and negotiations

Snowball Wealth Corporate Strategy & Development
Co-founder and Chief Executive Officer
1/2019 - 1/2023
Raised $1.6M in funding from consumer and fintech investors Launched mobile and web app for financial literacy and grew to over 15K users and 50K followers Created partnerships with major tech companies, including Pinterest, Yelp, Affirm, Google, NFL, Anita Borg and the Hispanic Heritage Foundation

Maker's Row Product Management / Strategy
Co-founder and Chief Operating Officer
1/2012 - 1/2017
Raised $2.5M in venture capital and was featured in NYTimes, FastCompany, ABC, NPR and more Led sales, marketing and operations, taking the company from 0 to 200K businesses, 25 employees and 7 figure revenue