Experience
• Supported two CPG-Media startups in fundraise, including cap tables, board presence, and fundraising materials
• Led multinational build of financial plan for retail division of top CPG client
• Built business models commercializing disruptive technologies
• Built portfolio tracker and future dilution model for several VCs
• Provided due diligence and post-merger support on several acquisitions
• Sales and Marketing: Designed lead acquisition strategy, and Sales Operations; developed multi-channel industry-specific marketing strategies for buyer acquisition and retention
• Marketplace Product/Operations: Worked with developers to build product solutions
• 7-month rotation in Private Equity ring-fence, supporting due diligences in representing over ~$11B in total deal size
• Led team building national survey gauging healthcare trends and implications for MedTech and Pharma sectors
• Led team that restructured store labor at middle-market retailer, resulting in annual labor savings of ~10%
• Led team assessing transformative opportunities for mass-market retailer
• Built complex financial models simulating performance of companies in industries including: smartphones, payment cards, mortgage securitization, and mutual funds
• Coordinated 20 person team around the country to build technical report for $100B semiconductor company
• Oversaw benchmarking research of software, private equity, auto industries
• Evolved into a more high-level operational roles including coordinating set up of office space, IT systems, and online product delivery systems while concurrently managing product development