Functional Skills

Business Planning
Market Research
Financial Due Diligence
Forecasting / Projections
Operational Efficiency
Commercial Strategy
Growth Strategy
Strategy Development
Demand Planning
Operational Transformation

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Agriculture
Business Services
Consumer Goods
Energy
Financial Services

Languages

English
Spanish
Russian
Case Study
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Case Studies

research
New Initiative Strategy for Major Investment Bank
Financial Services Market Research Financial Modeling Strategy Development
corporateStrategyDevelopment
Innovation department standup for major BevAlc company
Consumer Goods Growth Strategy Product Launch Operational Transformation
corporateStrategyDevelopment
Financial Services ESG Technology Market Research and Entry
Financial Services Business Unit Strategy Market Research Go-to-market Strategy
research
Growth strategy for medtech business unit
Life Sciences & Pharma Market Research Financial Planning & Analysis (FP&A) Strategy Development
corporateStrategyDevelopment
Board Alignment on Growth Strategy
Media & Entertainment Business Unit Strategy Business Planning Business Intelligence
research
Legal Tech Investment Due Diligence
Technology Market Research Financial Due Diligence Marketing Strategy

Experience

Launch Levity Management Consulting
Founder & CEO
2/2016 - Present
Drive growth and optimize strategies for Fortune 500 corps, startups, and PE firms. Lead in-house teams in cross-functional change management and ops implementation. Conceptualize and launch strategic initiatives at all stages of business maturity. Built international team for practice to perform in-depth market research (customer assessment, competitive landscaping, trends analysis), financial/market/M&A data analysis, and business planning. Advanced practice to 30+ clients building high-value partnerships, strong lead generation system, and closing sales. Clients included Goldman Sachs, Pernod Ricard, Fitch Ratings, Osram Sylvania, and PlatformOS.
Fireside Strategic Management Consulting
Founder, Management Consultant
3/2020 - Present
Lead and coach CEOs and leaders to achieve ambitious growth goals in their business and personal lives.
Conceptualized and hosted ongoing virtual mastermind space for CEOs to discuss strategic challenges and gain insights. Co-hosted videocast with 100+ leaders including resilient architecture firm CEO, Gino Wickman (EOS), DuPont fortune head, and a Silicon Valley tech founder with 5 exits. Coached 15 SMB CEOs on how to grow their companies.
• Generated 6-mo. sales growth from $200k to $1.5M for wellness firm helping CEO set KPIs and train sales team
• Doubled revenue within 3 months for accounting firm by coaching CEO and planning growth initiatives
Urbanstrong Corporate Strategy & Development
Head of Strategy
11/2016 - 12/2019
Led strategy Urbanstrong, a startup that develops the urban landscape of New York City through green roof and living wall installation projects.

As part of my work, I performed a deep dive on the green infrastructure industry, competitors, clients, and service offerings, and then reorganized Urbanstrong's operations, improving strategy and revamping the way the company approaches its market.

The result of the work was a multiples-level boost in pipeline and strategy.
L.E.K. Consulting Management Consulting
Senior Consultant
7/2011 - 2/2016
Managed 30 multimillion-dollar projects supporting PE firms and corporations with growth strategy, operations transformation, and M&A. Led and participated on management consulting teams performing due diligence, market research, and quantitative analysis: financial forecasts, models, valuations. Key advisor to PE firms: managed stakeholders, built partnerships with financial services firms, and translated strategic knowledge for investment decisions. Managed, developed, and mentored analysts. 1st promoted to Senior Consultant from intake class of 60 from top universities.