Over 10 years of experiences across corporate finance, private equity, operations, entrepreneurship within technology, business services, retail, and e-commerce.
Professional Background:
I started my career in corporate retail at global brands in New York and San Francisco working across multiple product functions including product management, inventory management, and supply chain strategy, successfully growing a $100M product category by over 20% in under a year. After this experience, I worked for Apple in finance and operational roles, managing a $350M P&L and later leading an operations team responsible for $2B in annual spend. In these roles, I gained extensive financial modeling and data analytics skills while having to lead global cross-functional teams. After gaining operating experience, I worked for a lower-middle market private equity firm in Chicago and helped the firm conduct due diligence on a property security services buyout that went on to be one of the firm's best investments. After business school, I founded a software-focused search fund that raised institutional capital from a group of private equity investors, family offices, and HNWIs. Since then, I've analyzed hundreds of businesses that led to several high-quality investment opportunities. Over the years, I've helped fellow entrepreneurs position their businesses to increase intrinsic value through customer research, financial management, hiring strategy, transaction planning, and other strategic initiatives.
Resume Review & Mentorship:
I specialize in helping undergraduate/graduate students who seek roles in competitive investment banking, management consulting, private equity, and high tech jobs. Over the years, I have assisted 40+ students position themselves for these roles through extensive resume and cover letter review, LinkedIn profile creation, bio writing, and more. Those who I've worked with have earned full-time employment and internship opportunities at companies such as Goldman Sachs, Centerview Partners, Paradigm, Bank of America, PJT Partners, Stifel, and Citi.
Writing Experience:
I am an active writer for a bi-weekly newsletter I founded focused on entrepreneurship and search funds with 500+ subscribers, many of who are paid members. I have helped dozens of entrepreneurs write private placement memorandums to raise equity capital from investors, write copy for their websites and personal profiles, and revise long-form research articles on several business topics including private equity and entrepreneurship. If there's one thing I am proud of with my writing style, it is being able to distill complex topics down into clear, concise ideas.
Education:
- MBA with Honors from Chicago Booth
- BS from Cornell University
- Concentrations: Finance, Entrepreneurship, Strategy, Marketing
Certifications:
- Private Equity Investing Program at The Wharton School
Tools for Data Analysis & Visualization:
-Microsoft Excel
-Tableau
-Alteryx
-Python
Other:
- Former NCAA D-1 Student-Athlete on Cornell Men's Basketball Team
Where I can help as your Fractional Leader:
- Transaction Planning & Leadership Transitions
- Valuation: DCF, LBO, APV, Scenario Analysis
- Evaluating SaaS Performance: Cohort Analysis, ARR/MRR, LTV, CAC, CLV, Churn
- Forecasting & Budgeting
- Customer Research including Survey Design & Implementation
- Market Sizing Analysis
- Pitch Decks
- Board Level Slide Decks
- Data Visualization (Executive Reporting)
- Industry and Competitive Research
- Talent Management & Planning
- Acquisition Search
- Process Design & Implementation
Where I can help as your Coach or Writing Partner:
- Resume, Cover Letter & LinkedIn Review
- Business Writing
- Website Copy
As I venture into the Upwork community, my primary aim is to establish a solid foundation of trust and success with new clients. Recognizing the importance of building a strong reputation here, I'm offering my services at a more accessible rate than one might expect, given my background. This approach is temporary and exclusively intended to foster initial connections and demonstrate the value I can bring to your projects firsthand. Rest assured, this in no way diminishes the quality or dedication you will receive; rather, it's an opportunity for us to engage in a meaningful partnership where your goals are paramount. Let's embark on this journey together, leveraging my expertise to accelerate your success, with the mutual benefit of enhancing my standing on Upwork through proven results and positive feedback.
Resume Writing
