Select projects led:

Diligence on neoinsurance provider assessing its competitive differentiation and viability of its independent agent channel; insights drove decision on a $150M+ private equity investment.

Diligence on large hair salon franchisor to determine profitability of its franchisees and franchisee sentiment; findings informed significant debt investment decision.

Study of retail player's competitive positioning and consumer sentiment in 7 geographies through survey/interviews.

Sample project (Big 4 consulting firm):

Edited 60+ page publication for Big 4 consulting firm presenting its POV on the future of an emerging technology area; output shared with dozens of its Fortune 500 clients, presented at an industry conference, and marketed online.

Synthesized client survey data, secondary research, and technical expertise to edit report for insight, clarity, and consistent voice while designing and packaging final product (e.g., page layouts, graphics, images).

Co-founded subscription market intelligence service focused on far-reaching market shifts in technology and business. Our mission is to give decision-makers the context they need in fast-moving domains to make quick and confident decisions.

Led all product strategy and development of user-facing and internal tools.

Regularly wrote deeply researched, premium briefs read by thousands of subscribers including Fortune 500 executives, VC/PE investors, and members of TED and 500 Startups.

Managed team responsible for defining and executing Deloitte’s global ecosystems & alliances strategy focused on enhancing market differentiation and growth through 3rd-party relationships.

Led comprehensive strategy refresh through market and internal research, financial analyses, and executive interviews. Gained Global CEO approval to double firm's target for relationship-driven revenue within 5 years.

Selected as a founding member of Consulting Innovation, a division focused on building, buying, and scaling new Deloitte businesses. Select activity:

Created and led a subscription publication advising Fortune 500 clients on emerging trends.

Conducted investment evaluation, business case development, and GTM planning for new business opportunities that have collectively generated $100M+ in revenue.

Led product strategy and development for $10M+ startup/enterprise matchmaking platform.

Performed client work across industries and functions ranging from strategic advisory to service operations. Select activity:

Built model to optimize factory floor operations for a $100B+ aerospace & defense manufacturing program.
Developed comprehensive strategic refresh for a non-profit performing arts organization, driving 40% growth over 5-year period.

Learned strategic advisory and capital raising functions of investment banking through work across numerous product and industry groups including M&A, Restructuring, and Healthcare.

Built trading comparables and precedent transactions analyses for company valuation in the Media and Clean Tech industries.