Functional Skills

Business Development
Market Research
Customer Experience
Strategic Planning
Leadership Development
Operations Management
Sales and Operations Planning (S&OP)
Finance Transformation
Customer Service
Change Management / Org Design

Sector Experience

Business Services
Financial Services
Healthcare
Big 3 Consulting (MBB)
Top Consulting Firms

Experience

Self-Employed Management Consulting
Independent consultant
1/2022 - Present
I became an independent consultant in 3Q22.

Below engagements are for a large national player in the veterinary industry:
• Strategic planning and transformation: Collaborated with leadership to define and prioritize enterprise initiatives,
partnered with multi-disciplinary teams to develop workplans and KPIs, and recommended a tailored governance structure including a 4-person transformation team to oversee execution and future planning cycles
• Created an innovative operating strategy that was successfully piloted: Researched market trends, designed consumer surveys, managed vendor, analyzed data, and built a financial model and implementation plan
• Currently developing strategies to improve the customer experience and omni-channel customer journey maps

Greenland Capital Management Finance
Senior investment analyst
1/2022 - 7/2022
Greenland spun out of Millennium Management in January of 2022, one of the largest hedge funds in the world.

I was a senior analyst on one of the healthcare teams, investing in publicly traded healthcare companies. I worked with the same manager from 2018 through 2022.

Overtime I was responsible for an increasing number of positions.

•Pitched a variety of investment ideas to PM, with multiple ideas generating our highest returns 2019 – 2022
•Analyzed quantitative and qualitative information from research studies, company meetings, market research, provider surveys, and multiple sources of data to determine drug sales and inform investment decisions
•Developed KPIs to track performance and built and maintained models (Rx trends, disease models, DCFs, etc.)
•Led interviews with company management teams and healthcare providers on a regular basis

Millennium Management Finance
Senior investment analyst
8/2020 - 12/2021
Millennium Management is one of the largest hedge funds in the world. The team I was on spun out in January 2022 to form Greenland Capital Management.

I was a senior analyst on one of the healthcare teams, investing in publicly traded healthcare companies. I worked with the same manager from 2018 through 2022.

Overtime I was responsible for an increasing number of positions.

•Pitched a variety of investment ideas to PM, with multiple ideas generating our highest returns 2019 – 2022
•Analyzed quantitative and qualitative information from research studies, company meetings, market research, provider surveys, and multiple sources of data to determine drug sales and inform investment decisions
•Developed KPIs to track performance and built and maintained models (Rx trends, disease models, DCFs, etc.)
•Led interviews with company management teams and healthcare providers on a regular basis

DIAMETRIC CAPITAL Finance
Investment analyst
6/2018 - 7/2020
Diametric Capital was founded in 2016. It is a market neutral hedge fund.

I was an analyst on the healthcare team, investing in publicly traded healthcare companies. My manager and I left Diametric to work for Millennium, where the latter gave us a more attractive offer and larger AUM.

•Analyzed quantitative and qualitative information from research studies, company meetings, market research, provider surveys, and multiple sources of data to determine drug sales and inform investment decisions
•Developed KPIs to track performance and built and maintained models (Rx trends, disease models, DCFs, etc.)
•Led interviews with company management teams and healthcare providers on a regular basis

Eden Start-Up
General Manager
10/2017 - 4/2018
Eden is a series-B tech startup. I joined when it was a series-A start-up.

As a general manager, I was in charge of building the Chicago market from scratch. I was also promoted to Head of US Operations and developed various processes and a new operating model to help the company scale efficiently.


• Developed processes to improve customer retention and scale the business: Spearheaded an outreach program, defined a new customer success model, and convinced the CEO to adopt an account management tool
• Managed sales and operations for Chicago: Closed new customers and coordinated supply and demand logistics
• Promoted to Head of US Operations, including management of P&L and team of 17 people

University of Chicago Medicine Corporate Strategy & Development
Strategy Manager
6/2013 - 4/2015
Strategy Manager on hospital strategy team.

• Strategic planning, project and change management: Developed strategic initiatives for the org by collaborating with leadership, created processes to monitor progress, developed workplans and KPIs, and
partnered across teams to drive initiatives forward, improving patient satisfaction and throughput by 3-7%
• Developed post-acute care partnerships with 4 providers: Formulated project approach, analyzed data to
prioritize partners, conducted site visits, and designed protocols to improve patient care and satisfaction
• Analyzed PT operations and convinced leadership to optimize the existing space, saving $1M per year
• Created growth plans estimated to achieve $100M+ incremental revenue over 5 years: Formulated project approach, researched trends, identified investments, and built models and deliverables for the CEO and Board
• Managed 2 interns, scoped their projects and provided development opportunities and feedback

Boston Consulting Group Management Consulting
Associate
10/2011 - 6/2013
Management consultant at prominent strategy consulting firm.

• Created business development plan for a $90B company: Designed assessment, conducted interviews, and
performed data analyses to identify deals worth $1B+; within 1-year client signed 3 deals worth $400M
• Crafted 10-year strategy for a healthcare district and served as the BCG representative during a public hearing
• Developed creative presentation that convinced Bill and Melinda Gates to invest $100M toward nutrition