Corestream is a voluntary benefits technology platform, catering to the large group space. Executive team member. Responsibilities include:

- Revenue Optimization and Strategy
- Business Operations & Financial Analytics
- New Product and Partnership Strategy
- Rollout of OKR framework and KPI tracking across the organization
- Operational Process Improvements
- Carrier Relations

Part of company executive team and lead Product Operations team across Finance, Revenue, Enrollment, and Data Operations.

Footsteps was a mobile app and software platform to enable better physical therapy patient recovery through video content, real-time therapist communication, gamification of progress milestones, and social support.

Diligenced new deals in the industrial chemicals, software, services, and technology hardware & supply chain industries. Responsibilities included financial modeling, market landscape research, and running diligence processes of management consulting, legal, accounting, HR, environmental, and other third party diligence teams. Accountable for several portfolio companies' day to day financial reporting and assisted with M&A strategy for these companies.

Worked in the private equity group, performing due diligence for private equity clients. Through creating growth models, conducting primary expert interviews and analyzing secondary data, I've helped my team to give clients better color on prospective investments' industry, market landscape and target's competitive positioning. Industry experience includes technology, consumer goods, healthcare, construction.