16
years

Years of Experience

1/18

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Fiserv Inc. Corporate Strategy & Development
Director, Internal Consulting
07/2016 - Present
Director in the Corporate Strategy/Internal Consulting team reporting to the COO of Fiserv Inc., a FinTech Company. Fiserv, Inc. (NASDAQ: FISV) is a Fortune 500 global technology provider, driving innovation in e-payments, processing services, customer and digital channel management, and business insights & optimization.

Deloitte Management Consulting
Engagement Manager
10/2013 - 07/2016
-- Top performer; received “Moments that Matter” award for exceptional client and team management
-- Strategy consulting with a focus on customer and marketing strategy, growth strategy, and digital strategy and transformation - for technology, media, entertainment, and financial services clients.

Aladdin Capital Management / Mitsubishi MC Asset Management Finance
Associate, Tech-Media-Telecom Investments
06/2009 - 05/2011
-- Only pre-business school candidate to be hired into highly selective MBA-level hedge fund role
-- Investment due diligence for restructuring and special-situations credit-focused hedge fund
-- Portfolio management responsibility for current investments.
-- Manage team's investor-relations efforts.

Wells Fargo Securities Finance
Investment Banking Analyst
06/2006 - 06/2009
- Earned competitive third-year analyst promotion, offered to top 25% of analyst class
- Worked directly with Managing Directors and management teams to execute origination of debt, equity and M&A transactions for public and private companies
- Developed extensive experience in researching, identifying and interpreting macroeconomic, industry and company data