Functional Skills
Strategic Planning
Investment Banking
Business Development
Market Research
Communications
Investor Relations
Business Analysis
Change Management / Org Design
Leadership Development
Integration Management (IMO)
Operations Management
Sales and Operations Planning (S&OP)
Finance Transformation
Account-Based Marketing (ABM)
Corporate Finance
Software Skills
Microsoft Excel
Microsoft PowerPoint
PowerBI
Salesforce
Hubspot
Certifications
Series 63
Series 79
Series 82
Sector Experience
Business Services
Consumer Goods
Financial Services
Media & Entertainment
Technology
Notable Clients
Brand Innovators
Business Insider
Chainalysis
Medifast
Playboy
Experience
Ithron
Corporate Strategy & Development
Owner/Principal
1/2020 - Present
• M&A strategy and communications shop for media, information, recurring revenue, crypto. ○ Several raises and sell-side M&A engagements. Can speak to details.
ICR Inc.
Management Consulting
SVP, Investor Relations - Crypto & New Tech (Contract)
4/2020 - 4/2022
• ICR Inc. (Collaboration): Investor Relationsfor Media and Consumer Teams. ○ Full-time SVP-Level external resource (2021-2022), report to Partner, Head of Global Sports, Media and Entertainment Group (and at times, MD Better Living, and CEO). ○ Supported public company management on investor relations and strategic communications. Supported strategy, communications, and earnings cycles for C-Levels including Playboy, Forbes, Herbalife, Nuskin, and at least ten others. ○ Spearheaded firm's efforts to build out its crypto/metaverse/digital assets practice. ○ Guided crypto companies seeking NASDAQ listing, Collaborated with NASDAQ and a leading Metaverse company on a canceled/postponed Metaverse investment conference (to have taken place Summer 2022). ○ Took Direct Digital Holdings public/ through first earnings cycle and researc
Beehive Ventures
Corporate Strategy & Development
Venture Capital Associate
1/2012 - 1/2021
(eMarketer ultimate parent) Business Wire 2008 International Newswire Desk Implemented XBRL, editor, etc.
eMarketer, Inc.
Corporate Strategy & Development
General Manager/SVP Strategy/Corp Dev
1/2012 - 1/2020
(Now Insider Intelligence)
• eMarketer's General Manager/Head of Strategy and variously Operations, Sales, Marketing, Corporate and Business Development.
• Reported to eMarketer CEO/Founders and board for 8+ Years. Board Secretary 2014-2019.
• Supported Axel board and Investment Committee on B2B and B2C strategic M&A, deal scout, 100+ opportunities reviewed / commercial diligence, presented to Axel I.C. & board.
• Business Integration Executive Committee with Insider (2019-2020 merger preplanning through complete integration); legal, financial, sales and marketing.
• eMarketer's General Manager/Head of Strategy and variously Operations, Sales, Marketing, Corporate and Business Development.
• Reported to eMarketer CEO/Founders and board for 8+ Years. Board Secretary 2014-2019.
• Supported Axel board and Investment Committee on B2B and B2C strategic M&A, deal scout, 100+ opportunities reviewed / commercial diligence, presented to Axel I.C. & board.
• Business Integration Executive Committee with Insider (2019-2020 merger preplanning through complete integration); legal, financial, sales and marketing.
Various NY/London
Finance
Office Associate Research and
1/2005 - 1/2012
Hedge Fund/Family Office Associate Research and
Green &Frederick (Jewelry and Fine Art)
Marketing
Marketing
1/2007 - 1/2010
Sales and Valuation Associate; Operations for former Crown Jeweller UK