Resume

Education

JOHNS HOPKINS UNIVERSITY

EX-CONSULTANTS AGENCY
Engagement Director

Responsible for leading projects across a broad range of industries (e.g. Energy, Financial Services, Consumer Products, etc.) and functional areas (e.g. Performance Management, Strategic Planning, Investment Strategy, etc.)
Serve clients interested in filling permanent roles by utilizing innovative processes, leveraging proprietary network of 30K+ top tier consultants

Los Angeles / Miami

June, 2016 - Present

SEEDINVEST
Managing Director

Led the expansion of operations into the Southeast Region for a New York-based, venture-backed fintech firm
Primary focus was sourcing highly vetted, early stage / venture investment opportunities ($5-50M deal size) for platform investors
Responsible for preliminary deal analysis, ongoing relationship development with founders, investor committee presentations, and issuer signings
Developed $250M+ prospective deal pipeline with specific focus on newly legislated RegA+ (allowing issuers to sell shares to the general public)
Multiple speaking engagements (CED Tech Venture Conference, Kellogg MBA Program, Angel Summit Americas, etc.)

EXAMPLE DEALS SOURCED:

8tracks: Crowd curated internet radio with more than 17M monthly active users; $32M in indicated investment interest from 35K+ investors; Record breaking deal featured in Forbes, Crowdfund Insider, and other media outlets. Backed by Andreessen Horowitz and Index Ventures
WorthPoint: World’s largest pricing database for researching the value of art, antiques, and collectibles with more than 13K paying subscribers
Lover.ly: Mobile app simplifying the process of wedding planning; Backed by Growth X and Great Oaks Venture Capital

New York / Miami

June, 2015 - June, 2016

BOOZ & COMPANY
Engagement Manager - Energy & Financial Services

Experienced across a broad range of industries including Energy, Financial Services, Consumer Products, Industrials, Telecom, and Automotive
Participated in two-year relocation program residing in the Middle East (Dubai) servicing cases based in UAE, Kuwait, KSA, Lebanon, etc.
Fast-track promotion to Associate level (Post MBA position responsible for managing workstreams and project teams)
Led recruiting efforts at Harvard Business School; increased application submittals by over 40% from the previous year

EXAMPLE STRATEGY PROJECTS:

Mobile Payments Strategy Development for Major US/ Canadian Retail Oil & Gas Co
Strategic Plan / Reorganization Assessment for Middle East Oil & Gas Shipping Client
Strategic Plan (including supply and reserve forecasts) Development for Middle East Upstream NOC
Strategic Business Transformation & Shared Services Optimization for Global Asset Servicer
Performance Management & Balanced Scorecard Implementation for Middle East Midstream NOC
Market Analysis & Retail Strategy Development for Middle East Aquaculture (Fish farming) Client
Pricing Strategy and Pilot Program for US Specialty Automotive Parts Distributor
Product Development and Market Strategy for Global Asset Servicing Company
Manpower Strategy and Implementation for Middle East NOC
Strategic Review of Client Operating Model for Institutional Investor Services Company
IT Infrastructure Planning for Major US Investment Clearing House Client
Market Analysis of Captive Auto Finance Industry for Japanese Bank
Corporate Social Responsibility Program Development for US Tobacco Client

EXAMPLE INVESTMENT STRATEGY / DUE DILLIGENCE PROJECTS:

Confidential PE Firm Targeting a Major US Packaged Foods Company
Confidential PE firm Targeting a Major Canadian Telco (largest historical leveraged buyout at the time – 2007)
Major US Industrials Client Targeting Investment in Handheld Imaging space
Confidential PE firm Targeting a US Check Processing Company
Major US Industrial Goods Client Targeting Investment in Oil & Gas Equipment space
Major US Industrials Client Targeting Investment in Upstream Oil & Gas Equipment Market (twin-screw pumps)
Major US Industrials Client Targeting Investment in Downstream Oil & Gas Equipment Market (condition monitoring sensors)
Confidential PE Firm Targeting Acquisitions in Subsea Oil & Gas and Consumer Retail industries

New York / Dubai

2006 - 2015

ATHLETICS

Varsity Intercollegiate Wrestling, Johns Hopkins University
Varsity Interscholastic Wrestling, Unionville High School (Team Captain and ranked #5 for all time career victories)
Assistant Wrestling Coach, Unionville Middle School

OTHER INTERESTS

Dedicated ashtanga yoga practitioner: consistent daily practice, participate in various workshops, created and currently manage website (yogisoup.com)
Avid world traveler - visited over 25+ countries around the world