Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Corporate Finance
Financial Modeling
Investment Banking
Investor Relations
M&A Deal Sourcing
M&A Support
Project Management
Budgeting
Benchmarking
Strategic Planning
Economic Analysis
Software Skills
Data visualization
Sector Experience
Energy
Healthcare
Industrials
Technology
Fortune 500
Experience
PAITITI GROUP
Corporate Strategy & Development
Founder / Consultant
1/2020 - Present
• Designed and executed fundraising strategies and investor materials that secured institutional and angel capital, translating business models into compelling, investor-ready narratives
• Advised founders on enterprise strategy development, including long-term growth roadmaps, operational priorities, and governance structures, ensuring alignment with vision, mission, and financial objectives
• Advised founders on enterprise strategy development, including long-term growth roadmaps, operational priorities, and governance structures, ensuring alignment with vision, mission, and financial objectives
HP
Finance
Finance Director - Investor Relations
1/2023 - 1/2024
• Partnered with executive leadership to shape and articulate the company's strategic equity story, driving stronger investor engagement and confidence
• Synthesized competitor intelligence and investor feedback into executive insights, guiding the refinement of the company's narrative and messaging to investors.
• Directed cross-functional coordination of quarterly earnings preparation, ensuring consistent and compelling messaging across finance, operations, and business units
• Synthesized competitor intelligence and investor feedback into executive insights, guiding the refinement of the company's narrative and messaging to investors.
• Directed cross-functional coordination of quarterly earnings preparation, ensuring consistent and compelling messaging across finance, operations, and business units
HP
Finance
Finance Director – S&I Business incubations
1/2021 - 1/2023
• Led multi-year strategic initiatives supporting incubations ranging $10M–$30M+, managing full lifecycle from financial assessment to execution.
• Led a team of financial analysts supporting business finance processes (e.g., budgeting, forecasting, valuations, economic analysis, deal assessment, and KPI setting) for a number of incubations
• Spearheaded special projects, which shaped the evaluation framework and performance metrics for a new business model
• Led a team of financial analysts supporting business finance processes (e.g., budgeting, forecasting, valuations, economic analysis, deal assessment, and KPI setting) for a number of incubations
• Spearheaded special projects, which shaped the evaluation framework and performance metrics for a new business model
AI DRILLER
Corporate Strategy & Development
CFO/COO
1/2019 - 1/2020
• Directed institutional fundraising and investor negotiations that secured critical capital, enabling the company to pivot from near insolvency to a growth trajectory
• Played a critical role in setting the strategy for the firm and product prioritization, informed by up-to-date views on industry trends, competitive landscape, and financial markets
• Recruited and built a technical and business support team, set up business infrastructure (e.g., payroll, bookkeeping, etc.), and drove strategic planning activities
• Played a critical role in setting the strategy for the firm and product prioritization, informed by up-to-date views on industry trends, competitive landscape, and financial markets
• Recruited and built a technical and business support team, set up business infrastructure (e.g., payroll, bookkeeping, etc.), and drove strategic planning activities
Deloite Consulting
Management Consulting
Strategy Senior Consultant
1/2018 - 1/2019
• Led PMO activities for a $2.1
● carve-out of a medical device company, enabling organizational stand-up and cost optimization across functions while providing regular updates to C-suite executives
• Directed global, cross-functional teams evaluating a $1 B+ acquisition, assessing strategic attractiveness, investment needs, and integration requirements for executive decision-making
● carve-out of a medical device company, enabling organizational stand-up and cost optimization across functions while providing regular updates to C-suite executives
• Directed global, cross-functional teams evaluating a $1 B+ acquisition, assessing strategic attractiveness, investment needs, and integration requirements for executive decision-making
STRATEGY& (Part of PwC, former Booz & Company)
Management Consulting
Senior Associate, Deals Strategy
1/2016 - 1/2018
• Advised private equity firms on multi-billion-dollar M&A transactions, delivering commercial due diligence, synergy estimation, and post-acquisition value creation strategies across energy, tech, and industrial sectors
• Supported a $32B oilfield services merger by leading synergy modeling, competitive benchmarking, and acquisition strategy analysis used to inform executive decision-making
• Supported a $32B oilfield services merger by leading synergy modeling, competitive benchmarking, and acquisition strategy analysis used to inform executive decision-making
Bank of America Merrill Lynch
Finance
Summer Associate, Latin America Investment Banking
6/2015 - 8/2015
• Contributed to IPO, M&A, and restructuring due diligences, collaborating with senior bankers and legal teams on complex, cross-border transactions
• Developed valuation models and scenario analyses to support multi-billion-dollar deal execution, providing insights for clients and executive decision-makers
• Developed valuation models and scenario analyses to support multi-billion-dollar deal execution, providing insights for clients and executive decision-makers
Centrica
Corporate Strategy & Development
Senior Analyst, Corporate Development
1/2010 - 1/2014
• Evaluated $1B–$9B O&G growth opportunities through financial modeling, due diligences, and cross functional collaboration with internal and external stakeholders
Centrica
Data Science / Analytics
Analyst, Strategy & Analytics/Load Forecasting
1/2010 - 1/2012
corporate strategy initiatives
Analyst, Strategy & Analytics/Load Forecasting (2010 – 2012)
• Supported trading and risk teams by developing forecasting models, hedging strategies, and financial analyses that reduced market exposure
• Built proprietary models for weather normalization and asset performance, improving forecasting accuracy and supporting investment decisions
Analyst, Strategy & Analytics/Load Forecasting (2010 – 2012)
• Supported trading and risk teams by developing forecasting models, hedging strategies, and financial analyses that reduced market exposure
• Built proprietary models for weather normalization and asset performance, improving forecasting accuracy and supporting investment decisions
RESEARCH PARTNERSHIP TO SECURE ENERGY FOR AMERICA (RPSEA)
Research
Energy Analyst
1/2008 - 1/2010
• Supported a $315M O&G industry R&D program, overseeing research project management and execution across a multi-stakeholder consortium
• Collaborated with industry and academic partners to develop and manage emerging technology initiatives in upstream O&G
• Collaborated with industry and academic partners to develop and manage emerging technology initiatives in upstream O&G