17
years

Years of Experience

7/15

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
ChickPea Eats Start-Up
Co-Founder - Exploratory Phase
04/2015 - Present
•Researched and evaluated the market opportunity for a healthy kids lunch delivery start-up
•Conducted meetings with product suppliers, commercial kitchen operators and meal providers to formulate operations, sales and marketing strategies and cost forecasts
•Signed on local nursery school as pilot partner with an offer to conduct preliminary testing with interested parents
•Developed and tested items to incorporate on menu keeping with the USDA Nutritional School Lunch Program Guidelines

Real Food Works Start-Up
Special Projects Intern
04/2014 - 08/2014
•Developed go-to-market strategy including marketing plan, logistical steps, suggested menu, and services
•Analyzed quantitative and qualitative data from community surveys, focus groups and market research to define core customer segments and restaurant concept
•Built a financial model predicting 3 year break-even timeline and prepared investor presentation for fundraising pitch

Sponsors for Educational Oppurtunity Other
Program Manager & Recruiter
05/2011 - 05/2013
•Planned, executed, and presented at over 50 recruiting events for over 1,500 students while utilizing grassroots marketing techniques on five college campuses to promote organization
• Increased number of interns admitted year over year from assigned schools by 78%
•Managed all aspects of recruiting process including screening, interviewing and selecting candidates. Counseled and provided feedback to 165 summer interns resulting in a 75% full-time offer rate

Morgan Stanley Finance
Associate
06/2008 - 05/2011
•Played active role in strategic growth of the division’s Housing Finance Group by presenting to potential clients, providing data analyses for pitches, and responding to requests for proposals (RFPs). Firm’s Housing client base grew by 300%
•Built comprehensive financial models to determine bond sizing, debt refinancing and restructuring, derivatives strategies, and creditworthiness of housing agencies in the Eastern, Midwestern, and Southern US

UBS Finance
Analyst
07/2006 - 05/2008
•Served as sole junior banker for over $2 billion of bond transactions under distressed market conditions. Responsibilities included: conducting financial analysis, leading cross-functional deal teams and coordinating rating agency processes