Functional Skills

Business Planning
Financial Due Diligence
Data Collection / Research
Primary Research
Competitive Landscaping

Sector Experience

Healthcare
Media & Entertainment
Business Services
Consumer Goods
Life Sciences & Pharma

Languages

Spanish
19
years

Years of Experience

9/14

Member Since


Big 4 Accounting
Fortune 500
Top Consulting Firms

Experience

 
Self-Employed Corporate Strategy & Development
Strategic Advisor
02/2020 - Present
Project Leader partnering with corporate and private equity clients to design, deliver, and implement differentiated, value-creation programs

Deloitte Management Consulting
Manager
08/2016 - 02/2020
Project Manager partnering with business clients to lead cross-functional teams across all phases of the M&A lifecycle

Fuld + Company Corporate Strategy & Development
Director
08/2016 - 05/2018
Lead Client Account Director and Project Team Leader designing and delivering competitive strategy programs

Self-Employed Corporate Strategy & Development
Strategic Advisor
06/2014 - 08/2016
Independent contractor providing quantifiable, data-driven insight to support investment and strategic decisions

Investor Group Services Finance
Consultant
11/2012 - 06/2014
Case team leader providing M&A diligence and market insight for private equity and corporate clients. Oversaw 1-3 projects simultaneously, demanding efficient project execution while facing time sensitive deadlines. Client engagements required designing project plans, conducting research, interviewing subject matter experts, analyzing data, developing presentations, and managing teams and overseeing complex databases. Completed 20 consulting engagements covering multiple industries.

World Fuel Services Corporate Strategy & Development
Manager
11/2011 - 11/2012
Member of the CEO’s core team responsible for business development, marketing, research, and strategic planning. Managed a five member research team supporting global executive leadership for a Fortune 100 company. Project work consisted of in-depth industry overviews, market assessments, M&A due diligence, executive-level conference presentations, financial analysis, customer segmentations, and company profiles.

Eminence Capital Management Finance
Analyst
02/2010 - 12/2010
Member of a long/short investment firm with $5 billion assets under management targeting global equity securities. Produced 30+ projects to support investment decisions made by lead portfolio managers and financial analysts across various industries including Consumer, Gaming, Healthcare, Industrials, Retail, IT, and Transportation. Developed an ratings system and shared database for ~2,000 industry experts to improve research effort.

Glenview Capital Management Finance
Analyst
07/2008 - 09/2009
Member of a multi-strategy investment firm with $9 billion assets under management focused on large cap equities. Established Glenview’s European Proprietary Research operation to support investment decisions made by lead portfolio manager and investment team. Wrote 40+ deliverables for 100 companies and multiple sectors including Consumer, Industrial, Energy, and TMT. Managed business partner relationships with six global expert network firms and equity research institutions.
• Built an exte

Deloitte Management Consulting
Consultant
05/2002 - 07/2006
Served two years as a Business Analyst before being promoted to Consultant. Consistently earned top year-end performance ratings and awarded Graduate School Sponsorship in 2005. Assisted in launching Deloitte’s “Growth and Innovation” practice, which included an emerging market water purification venture which was one of five global nominations for the firm’s “Global Excellence Award” in 2006.