16
years
Years of Experience
4/17
Member Since
Bulge Bracket Investment Banks
Experience
ZenCritique
Start-Up
Strategy & Operations
Co-founder overseeing financial strategy and operations.
Led product development, web development and corporate development.
Led product development, web development and corporate development.
nTangle Corporation
Start-Up
Product & Strategy
- Developed financial analyses and bottoms up projection models to evaluate market opportunity and product position
- Extended company financial runway by over 40% by identifying cost savings
- Transformed the product roadmap based on new market insights and analysis
- Created first version of nTangle website
- Co-lead of product management for video player during Beta phase
- Managed and prioritized development in PivotalTracker
- Established lean and agile practices within the team
- Extended company financial runway by over 40% by identifying cost savings
- Transformed the product roadmap based on new market insights and analysis
- Created first version of nTangle website
- Co-lead of product management for video player during Beta phase
- Managed and prioritized development in PivotalTracker
- Established lean and agile practices within the team
ImmiGreat
Start-Up
Product Manager & Operations
Simplified Immigration: Online DYI Immigration Platform
- Created detailed operating models and analyses
- Conducted market research; developed product positioning and roadmap
- Developed MVP specs based off user interviews, personas, empathy maps and user stories
- Managed dev team and feature sets using JIRA and Trello
- Oversaw UI/UX design, wireframing and storyboarding for all aspects of product
- Developed KPIs / metrics
- Managed all aspects of business ops
- Created detailed operating models and analyses
- Conducted market research; developed product positioning and roadmap
- Developed MVP specs based off user interviews, personas, empathy maps and user stories
- Managed dev team and feature sets using JIRA and Trello
- Oversaw UI/UX design, wireframing and storyboarding for all aspects of product
- Developed KPIs / metrics
- Managed all aspects of business ops
Waller Capital Partners
Finance
Associate
- Advised over 20 clients on strategic transactions
- Executed all functions of financial modeling, including DCF, LBO, merger consequences, trading and M&A comps, and IRR analyses
- Constructed market analyses and projections across Tech, Digital Media, Cable, Telecom, Data Center, Software, Online Gaming and Broadcasting industries
- Authored original M&A materials for strategic transactions, including offering memos, pitch books and management presentations, teasers and synergies analyses
- Executed all functions of financial modeling, including DCF, LBO, merger consequences, trading and M&A comps, and IRR analyses
- Constructed market analyses and projections across Tech, Digital Media, Cable, Telecom, Data Center, Software, Online Gaming and Broadcasting industries
- Authored original M&A materials for strategic transactions, including offering memos, pitch books and management presentations, teasers and synergies analyses
Credit Suisse
Finance
Financial Analyst
- Developed analyses using DCF, comps, pro-forma merger and IRR models for M&A and financing transactions
- Created competitive analyses, market trend comps, business model breakdowns and detailed forecast models, often using limited data
- Led meetings working on cross-product deals with Debt Capital Markets, M&A and Equity Capital Markets teams
- Advised a South American retail co. on ~$500mm divestiture
- Advised an int'l metals & mining co. on $1.5bn in financing
- Created competitive analyses, market trend comps, business model breakdowns and detailed forecast models, often using limited data
- Led meetings working on cross-product deals with Debt Capital Markets, M&A and Equity Capital Markets teams
- Advised a South American retail co. on ~$500mm divestiture
- Advised an int'l metals & mining co. on $1.5bn in financing