Leading a digital health startup in building an online marketplace & telehealth platform for maternal & child healthcare providers.
I lead cross-functional support to support the launch of their MVP which includes everything from business model development, user needs / customer discovery, market research & sizing, process mapping, constructing wireframes for product features, project management lead with their software development vendor, and development of their product roadmap.

Legal entity for my freelance consulting projects:
• 12 years of strategy, finance, operations, and innovation experience from startups to fortune 50 corporations
• Specialties: strategic planning, M&A, new ventures, innovation, financial modeling, market research, business development, product / project management, customer segmentation marketing, distribution channels, data analytics, rapid prototyping, design thinking, operations, and recruitment

Worked on special projects assigned by the CEO of the Crocs footwear brand, which included supply chain investment decisions (e.g. US distribution center expansion), building KPI dashboards and project trackers, and creating different financial models (e.g. a liquidity model when COVID hit and also a "distribute-from-store" financial impact model)
• “Temp-to-Perm” position eliminated due to store closures worldwide from COVID-19 pandemic

Speaking engagements, workshop creations, consulting for investment funds & large technology companies, startup mentoring / advisory services, and entrepreneurial ecosystem building
Helped scale a software development company (25 to 60 employees) by building out its executive team, opening an EU sales office, and instituting new corporate operating procedures and structure

Provided strategic planning, M&A, & VC investment support in turnaround of iconic watch brand
Formulated a 4 year strategic turnaround plan, constructed quarterly BoD presentations, and led market & competitor research efforts as well as the due diligence on a software investment
• Created / responsible for 2 new business lines / products within Timex Group:
‒ Smartwatch product platform for public safety market (1st corporate entry into B2B space) and an OEM contract manufacturing service

Created & operated an online travel agency (B2B2C) marketplace for purchasing inter-city bus transportation tickets in Latin America ($15+ billion market)
‒ Turned down an acquisition offer; shuttered the business instead
Developed the business plan & model, go-to-market strategy, product wireframes, brand concept & positioning, and front-end prototype; all before recruiting a team, which once stood at 8 people
Signed distribution partner agreements with 10 bus operators in Colombia & Peru

Within first 4 months, asked by CFO to provide core financial analysis support for the COO
Scoped and executed special projects as the internal consultant to the Market President and Finance VP, including new forecasting models, AE compensation plans, & KPI dashboards
‒ Created a multi-variate regression model to forecast the volatile NYC streaming music expenses
Stepped in as Acting Finance VP for the NYC market (6 radio stations) with ~$180mm P&L

Worked with Simmons to develop an innovative mattress line
‒ Built a DCF operating model forecasting the U.S. mattress market, including market sizing and incorporated a regression and conjoint analysis to calculate market share / profits
‒ Conducted consumer shop-alongs & focus groups to understand consumer needs / buying process
‒ Ran the project management office (PMO) and assisted with various workstreams while interfacing regularly with the Executive Board during the product roll-out

Worked at Axia Ltd which was acquired by Accenture's Strategy group.
• Staffed on a growth strategy & implementation project to reverse revenue decline of a large liquor company
- Researched cordials market, effect of label changes & recession, and sales decline in key SKUs
- Created consumer surveys & bar manager interviews to deep-dive into cordials buying process
- Applied regression models in focused distribution strategy to fight to maintain shelf space

Worked at Wachovia Securities which was acquired by Wells Fargo Securities
• Represented the Technology Group (software & systems focus) on numerous strategic and financial deals, including buy-side & sell-side M&A transactions and debt financings (high grade bonds, commercial paper, convertible debt)
- Prepared management presentations and investment committee memoranda, which included target valuations, financing scenario models, and company positioning / transaction rationale