Functional Skills

Project Management
Product Strategy
Financial Modeling
Financial Planning & Analysis (FP&A)
Go-to-market Strategy
Digital Marketing / Advertising
Simulations
Secondary Research
Product Launch
Marketing Strategy

Languages

Spanish
Italian
Portuguese
8
hours

Avg Response Time

2
jobs

Jobs Completed

653
hours

Total Hours Logged

14
years

Years of Experience


Notable Clients

TD Bank Group

Fortune 500

Experience

 
HouseCanary Start-Up
Partnerships Consultant
01/2018 - Present
• Leading the partnership initiative for a fintech start-up utilizing AI and Natural Language Processing
• Responsible for go-to-market strategy and alignment across marketing and product

Independent Consultant Corporate Strategy & Development
Advisor
04/2016 - 12/2016
Advised large international iPad POS player (part of Apple Mobility Partner Program) on US go-to-market strategy
• Overall strategic assessment of US market and its players
• Financial modeling and projections
• Product development analysis
• Distribution partnerships analysis and outreach (US payment acquirers emphasis)
• Marketing strategy

Credit Sesame Start-Up
Head of Strategy and Business Development
08/2013 - 10/2015
• Direct report to CEO and attended board meetings
• Built the business via new product development, partnerships, revenue growth and operational management
• Launched new e-commerce product and led payments processing stack selection and implementation
• Increased revenues 7x and doubled partnerships
• Responsible for corporate development with CEO (financial forecasting, metrics analysis, pitching VCs, etc.)
• Developed and negotiated legal contracts

Vesta Corporate Strategy & Development
Director, Product and Business Development
06/2011 - 06/2012
Vesta is a leading electronic payments (mobile top-up) provider (billions in $ volume) for prepaid carriers
Business development and strategy, including new and existing business initiatives, strategic partnerships, product development
Products included mobile wallet app, cloud-based payments, digital / virtual goods, prepaid, and e-commerce
Pitched existing and potential partners (mobile carriers, merchants, processors) on new solutions
Evaluated Build vs. Buy vs. Partner initiatives

Visa Management Consulting
Sr. Director
01/2008 - 05/2011
• Part of product group - responsible for financial modeling, business development, marketing, strategic partner relationship management, and strategy for Visa’s largest consumer credit clients (issuing banks {Chase, others}, co-brand merchants, co-brand travel partners {United, Southwest Airlines, Marriott, others} regarding new products, analytical and business performance (business intelligence), loyalty, new segment opportunities, competitive analysis and product development