Functional Skills

Cost Reduction
Strategic Planning
Market Research
Project Management
Corporate Finance
Primary Research
Go-to-market Strategy
Economic Analysis
Financial Modeling
Restructuring / Turnarounds

Software Skills

Quickbooks
Quickbooks Enterprise
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Microsoft Excel Macros

Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Financial Services
Industrials
Manufacturing
Real Estate
Fortune 500

Experience

NDA Operations
Head of Growth Strategy & Operations
10/2022 - 5/2023
• Company is a decentralized trading platform offering perpetual futures, structured products, and vanilla options
• Recruited by VC sponsor to lead Growth Strategy & Operations functions
• Report to the CEO and Advisory Board, helping to guide company strategy, capital allocation decisions, economic analysis of gaps and opportunities to grow key verticals, develop, and lead Go-To-Market strategy and strategic initiatives
• Scoped, planned, and implemented initiatives across Legal, Marketing, HR, Product, and Finance functional areas

Kaufman & Company, LLC Management Consulting
Director of Corporate Finance & Strategy
3/2017 - 10/2022
• Kaufman Rossin is a professional services firm founded in 1962
• Led firm's Corporate Finance & Strategy practice, advised private and public companies and financial sponsors through capital and transaction advisory, strategy, and performance improvement initiatives
• Responsible for all phases of engagement including prospecting, scope design, project management, and implementation
• Consulted and collaborated with company management teams and financial sponsors to drive value creation projects, support strategic decision making, assess performance, and explore growth opportunities

DePrince, Race & Zollo Research
Analyst
6/2015 - 7/2016
• DePrince, Race & Zollo is a $4.5bn value-oriented institutional investment manager founded in 1995
• Responsible for all phases of investment process including idea generation, conducting industry and market research, financial analysis and business due diligence, building models, and writing investment memos

State Street Research
Assistant Vice President
6/2010 - 7/2014
• Initiated, produced and marketed primary research on US equity markets (sectors and stocks), using a combination of fundamental and quantitative analysis