Functional Skills

Data Collection / Research
Data Strategy
Predictive Analytics
Financial Due Diligence
Valuation
Technology Strategy
Operational Efficiency
M&A Support
Financial Modeling
Data Visualization / Reports

Sector Experience

Financial Services
Healthcare
Manufacturing
Technology
Big 3 Consulting (MBB)
Fortune 500
Top Consulting Firms

Experience

Blackstone Finance
Technology Investor
7/2022 - 8/2022
- Evaluate investment opportunities for ~$2B "crossover" strategy focused on growth-stage technology companies across public and private markets, with particular focus on software development and healthcare IT tools
- Developed auto-updating database of private deals; presented valuations analysis directly to fund's senior partners
TA Associates Finance
Technology Investor
7/2020 - 6/2022
- Evaluate investment opportunities for world's longest-running technology investment firm, with ~$50B of assets
- Originated 5 closed investments, valued at $100M+ (best in peer group); executed, as the lead associate, $175M investment in manufacturing software company, through its recapitalization at 1000%+ IRR
Higher Data Data Science / Analytics
Founder & CEO
12/2018 - 6/2020
- Founded data & analytics company, overseeing all business functions across a 6-person team, before sale to venture-backed competitor; architected and coded core data product and grew business to 50+ enterprise customers
Thrive Capital Finance
Research & Incubations
12/2019 - 6/2020
- Incubated new digital healthcare and wellness companies; guided founders from ideation through seed funding and initial months of company-building
McKinsey & Company Management Consulting
Senior Business Analyst
11/2017 - 12/2019
- Collaborated with board members to design the 5-year strategic vision for CO-OP, a non-profit providing digital skills training to 500+ diverse graduates in order to create career opportunities in data & technology fields
- Developed policy initiatives for major nonprofit foundation's partnership with 100+ city governments