Functional Skills
Business Unit Strategy
Business Planning
Financial Planning & Analysis (FP&A)
Investor Relations
Go-to-market Strategy
CRM Selection / Implementation
Customer Experience
Pricing Strategy
Competitive Landscaping
Communications
Software Skills
Microsoft Excel
Microsoft PowerPoint
Intercom
Netsuite
Adobe Illustrator
G Suite
Microsoft Word
Sector Experience
Agriculture
Financial Services
Social & Public Sector
Technology
Telecom
Languages
English
Spanish
Bulge Bracket Investment Banks
Experience
Sensei Ag
Start-Up
VP of Strategic Finance
2/2021 - 10/2021
Led all business planning and budget creation/approvals in partnership with department heads while managing a 4-person team ensuring deliverables were met with operational excellence.
Lit Communities
Start-Up
Co-Founder & Chief of Staff
12/2019 - 2/2021
Launched broadband infratech company during COVID-19; collaborated with CEO to lead six team members on business operations, consulting, finance, fundraising, and business development and successfully raised $75M
Neighborly
Start-Up
Head of Public Finance
8/2017 - 10/2019
Led sales, business development, and operations of municipal bond transactions for Series A FinTech startup.
JPMorgan Chase & Co
Finance
Investment Banking Associate
7/2008 - 8/2017
Sourced, developed, and executed $6B of primary market bond transactions for housing and infrastructure