Fortune 500
Experience
InterbrandHealth (brand management agency)
Management Consulting
Associate Director, Analytics & Insights
7/2016 - 12/2016
Conducted in-depth qualitative and quantitative market research to develop strategic insights about clients’ target market, competitive landscape, customer segmentation, and areas for growth. Presented high-level summary of research results and provided actionable recommendations to executives and members of senior management to strengthen and drive decisions pertaining to corporate strategy and business development.
IBM Global Business Services
Management Consulting
Senior Strategy Consultant
10/2014 - 6/2016
Provided management consulting services to internal and external clients across all IBM businesses to solve business-critical issues, create value, maximize growth, drive operational transformation, and improve business performance with respect to strategy, structure, change management and operations.
Fair Trade USA (Nonprofit Certifier and Promoter of Fair Trade Products)
Other
Development Specialist, Access to Capital
3/2012 - 9/2012
Part-time, pre-MBA role; Developed and implemented marketing strategies to increase engagement with existing and new impact investors.
Centaur Partners (Corp Dev Advisory Firm)
Finance
Associate
9/2011 - 7/2012
Part-time, pre-MBA role; Conducted financial analyses for boutique firm providing business development and mergers & acquisitions advisory services to clients in the technology industry. Trained and mentored fellow junior part-time staff including local MBA students.
Cowen and Company
Finance
Senior Investment Banking Analyst, Technology Group
7/2010 - 8/2011
Originated and executed corporate financial transactions to improve access to capital, financial liquidity and business operations for clients.
Drove client recommendation process by performing extensive qualitative research to evaluate strategic rationale for clients’ proposed M&A or LBO transactions. Analysis served as baseline for Firm’s ultimate recommendation to clients.
Drove client recommendation process by performing extensive qualitative research to evaluate strategic rationale for clients’ proposed M&A or LBO transactions. Analysis served as baseline for Firm’s ultimate recommendation to clients.
Lehman Brothers
Finance
Investment Banking Analyst, Technology Group
1/2006 - 6/2008
Responsible for extensive financial modeling and analysis, company valuation, qualitative and quantitative market research, identification of business development opportunities, due diligence and preparation of marketing and presentation materials to clients and strategic investors.
Cardinal Health
Other
Analyst, Financial Development Program
8/2004 - 12/2005
Rotational program in Corporate Finance; Financial Planning & Analysis rotation: Led cross-functional team to create and maintain $7B consolidated operating plan and annual forecast. Developed $49M fiscal operating plan for 41 cost centers; Selected out of 60 analysts to implement new rotation in manufacturing finance and establish the finance function at start-up facility.