Functional Skills
Business Operations
Change Management / Org Design
Competitive Landscaping
Investor Relations
Learning & Development
Market Research
Organizational Culture
Organizational Strategy
Project Management
Strategic Planning
User Research
Wealth Management
Certifications
Series 3
Series 63
Series 7
Sector Experience
Business Services
Consumer Goods
Financial Services
Social & Public Sector
Technology
Languages
Spanish
Italian
French
Bulge Bracket Investment Banks
Fortune 500
Experience
Ockham Associates
Management Consulting
Principal Consultant
4/2022 - Present
Manage end-to-end delivery of complex management consulting projects to key corporate accounts, significantly increasing client satisfaction and repeat business rate
• Harvested insights from commercial data sets to inform sales, expansion, and product strategies in tech and consumer products, resulting in average client revenue growth of 7% YoY
• Led digital advertising effectiveness engagement with VC-funded tech startup; identified effective ad types, channel types, and optimized digital ROI by 17%
• Increased firm's net profit by double digits through a data-driven expansion strategy, streamlined operations, and reduced overhead costs
• Harvested insights from commercial data sets to inform sales, expansion, and product strategies in tech and consumer products, resulting in average client revenue growth of 7% YoY
• Led digital advertising effectiveness engagement with VC-funded tech startup; identified effective ad types, channel types, and optimized digital ROI by 17%
• Increased firm's net profit by double digits through a data-driven expansion strategy, streamlined operations, and reduced overhead costs
Goldman Sachs
Finance
Investment Advisor
7/2021 - 3/2023
• Drove $60M in new business growth through comprehensive market, sector & liquidity analyses, methodical lead generation, and a high-impact messaging framework
• Provided client coverage for $5.5B portfolio of ultra-high net worth investors: implemented bespoke investment strategies to advance clients' wealth, legacy, and philanthropic goals
• Led the team's business development strategy, engineered rigorous prospect assessments and comprehensive CRM dashboards; efforts resulted in $200M in business opportunities
• Provided client coverage for $5.5B portfolio of ultra-high net worth investors: implemented bespoke investment strategies to advance clients' wealth, legacy, and philanthropic goals
• Led the team's business development strategy, engineered rigorous prospect assessments and comprehensive CRM dashboards; efforts resulted in $200M in business opportunities
ACL VC
Finance
MBA Associate
5/2019 - 5/2020
• Led sourcing and diligence for digital marketplace startups globally and wrote investment committee recommendations; efforts resulted in $250,000 investment in mobility startup in South America
• Supported portfolio CEOs on growth, digital marketing, and talent strategy; efforts resulted in formalizing portfolio operations across Another Capital and a sister fund
• Engaged with external communities and affinity networks to promote focus on emerging markets; efforts resulted in a 15% increase in partnerships and collaborations with targeted businesses
• Supported portfolio CEOs on growth, digital marketing, and talent strategy; efforts resulted in formalizing portfolio operations across Another Capital and a sister fund
• Engaged with external communities and affinity networks to promote focus on emerging markets; efforts resulted in a 15% increase in partnerships and collaborations with targeted businesses
Ockham Associates
Management Consulting
Consultant
7/2017 - 7/2019
• Conducted market viability assessment of an underrepresented demographic, presenting data-driven evaluations on operational alignment, relevant product suite, and resource allocation
• Build market simulation apps & convert consumer data (30,000 unique respondents, 35+ studies) into product insights using quantitative modeling and conjoint methodology
• Build market simulation apps & convert consumer data (30,000 unique respondents, 35+ studies) into product insights using quantitative modeling and conjoint methodology
CODE2040
Corporate Strategy & Development
Lead, Partnerships
4/2015 - 7/2017
• Built and led high-performing partnerships team to manage the full partner lifecycle for 60 tech companies, negotiating new sponsorship tiers and expanding partner base 3x from Y1
• Developed a culture transformation framework and impact analysis for a prominent tech client, securing executive buy-in; initiatives resulted in a 20% increase in employee engagement scores
• Led the optimization of hiring processes for tech startups, integrating changes in recruitment, selection, and skill assessments that contributed to a 30% boost in qualified candidate pipelines
• Developed a culture transformation framework and impact analysis for a prominent tech client, securing executive buy-in; initiatives resulted in a 20% increase in employee engagement scores
• Led the optimization of hiring processes for tech startups, integrating changes in recruitment, selection, and skill assessments that contributed to a 30% boost in qualified candidate pipelines
Teach For America
Corporate Strategy & Development
Manager, National Initiatives
1/2013 - 4/2015
• Conceptualized and implemented cross-functional DEI initiatives for 1,500 employees, leading to a 40% YoY improvement in workplace inclusion scores and 0% attrition for target new hires
• Managed eight large-scale events to a 9+ NPS, defining project scope, budget, and operational workflows for 20 committees; secured 10% cost savings and 25% augmented YoY funding
• Facilitated the resolution of complex issues as point of contact for 35 resource groups, utilizing a partnership-based approach to navigate difficult conversations with HR and leadership
• Managed eight large-scale events to a 9+ NPS, defining project scope, budget, and operational workflows for 20 committees; secured 10% cost savings and 25% augmented YoY funding
• Facilitated the resolution of complex issues as point of contact for 35 resource groups, utilizing a partnership-based approach to navigate difficult conversations with HR and leadership
Teach For America
Human Resources
Associate, Talent Acquisition
11/2011 - 1/2013
• Onboarded 50-person team to new CRM platform; analyzed and implemented systems to track cultivation efforts of 1,000+ leads, securing 700+ prospect meetings
• Mobilized a team of 16 directors toward achieved goal of 200+ high-quality prospect meetings by designing interactive Salesforce dashboards
• Mobilized a team of 16 directors toward achieved goal of 200+ high-quality prospect meetings by designing interactive Salesforce dashboards