Project Leader partnering with corporate and private equity clients to design, deliver, and implement differentiated, value-creation programs

Project Manager partnering with business clients to lead cross-functional teams across all phases of the M&A lifecycle

Lead Client Account Director and Project Team Leader designing and delivering competitive strategy programs

Independent contractor providing quantifiable, data-driven insight to support investment and strategic decisions

Case team leader providing M&A diligence and market insight for private equity and corporate clients. Oversaw 1-3 projects simultaneously, demanding efficient project execution while facing time sensitive deadlines. Client engagements required designing project plans, conducting research, interviewing subject matter experts, analyzing data, developing presentations, and managing teams and overseeing complex databases. Completed 20 consulting engagements covering multiple industries.

Member of the CEO’s core team responsible for business development, marketing, research, and strategic planning. Managed a five member research team supporting global executive leadership for a Fortune 100 company. Project work consisted of in-depth industry overviews, market assessments, M&A due diligence, executive-level conference presentations, financial analysis, customer segmentations, and company profiles.

Member of a long/short investment firm with $5 billion assets under management targeting global equity securities. Produced 30+ projects to support investment decisions made by lead portfolio managers and financial analysts across various industries including Consumer, Gaming, Healthcare, Industrials, Retail, IT, and Transportation. Developed an ratings system and shared database for ~2,000 industry experts to improve research effort.

Member of a multi-strategy investment firm with $9 billion assets under management focused on large cap equities. Established Glenview’s European Proprietary Research operation to support investment decisions made by lead portfolio manager and investment team. Wrote 40+ deliverables for 100 companies and multiple sectors including Consumer, Industrial, Energy, and TMT. Managed business partner relationships with six global expert network firms and equity research institutions.
• Built an exte

Served two years as a Business Analyst before being promoted to Consultant. Consistently earned top year-end performance ratings and awarded Graduate School Sponsorship in 2005. Assisted in launching Deloitte’s “Growth and Innovation” practice, which included an emerging market water purification venture which was one of five global nominations for the firm’s “Global Excellence Award” in 2006.