Functional Skills

Business Development
Strategic Planning
Data Management
Customer Relationship Management
Project Management
Budgeting
Product Design
Sales Training
Financial Modeling
Risk Management
IT Asset Management
Private Equity Investing
Accounting Software Implementation
Venture Capital Investing

Software Skills

Storage Area Network (SAN)
Python
Salesforce
Miro
PowerBI
Jira
SQL
Hubspot
Microsoft Excel
Tableau
Sharepoint
Quickbooks
Monday

Sector Experience

Energy
Real Estate
Technology

Experience

Skrillo (Self Employment) Operations
Consultant/Owner
2/2023 - Present
• Cross-Functional Collaboration & Continuous Improvement: Partnered with cross-functional teams to deliver data-driven insights and continuous improvements across all co-sell opportunities, ensuring long-term success. Leveraged AI tools and HubSpot CRM for lead tracking and client management, maintaining consistent metrics for sales performance and client engagement.
• Partnership Strategy and Execution: Designed and executed comprehensive technology strategies with a focus on operational excellence, collaborating with C-Level Contacts, Family Offices, Private Equity, Venture Capital, and small businesses to drive revenue growth. Developed and tracked KPIs to ensure process compliance and operational targets. Also implemented Sales Training Program for Consulates and Trade Commission Offices across the US and Canada.
• Operation Excellence and Lean Methodologies: Implemented a lean operational framework across sales and advisory functions, identifying and optimizing inefficiencies to deliver higher productivity and revenue growth. Developed standard operating procedures (SOPs) to streamline communication with stakeholders, ensuring consistency across all phases of partnership development. This included analyzing data and metrics.
• Risk Mitigation & Financial Advisory: Led efforts to secure $40 million in capital across various sectors, providing in-depth advisory services on pitch decks, financial modeling, and go-to-market (GTM) strategies. Anticipation of operational a

Silicon Valley Bank (SVB) Finance
Strategy and Revenue Operations and Sales Executive
3/2021 - 4/2024
• Post-Crisis Leadership and Recovery: Spearheaded the client recovery strategy post-collapse, stabilizing operations and retaining 10% of lost clients. Rebuilt key relationships with startup CFOs through strategic planning, risk management, and forecasting.
• Cross-functional Team Leadership: Directed 10 cross-departmental workstreams with Bain Consulting, enhancing operational efficiencies and driving $200M in productivity gains through streamlined processes.
• Lean Operational Frameworks: Designed and implemented an end-to-end revenue operations framework, leveraging lean methodologies to ensure seamless business continuity.
• GTM Strategy & Execution: Collaborated with the executive leadership team to develop a robust Go-To Market strategy. This included data-driven decision-making, financial modeling, and the integration of lean principles to align cross-departmental processes for enhanced scalability and customer satisfaction.
• KPI Management and Continuous Improvement: Established operational KPIs and reporting mechanisms to track performance and ensure continuous process optimization.

Greystar Development & Construction Management Consulting
Strategy & Tech Innovation Manager
1/2018 - 3/2021
• Operational Leadership: Led a $300M multi-disciplinary project, developing and maintaining an operational rhythm that aligned cross-functional teams (finance, legal, development) toward seamless project execution. Applied lean methodologies to improve resource allocation and delivery times.
• Technology Driven Partnerships: Collaborated with tech startups to integrate solutions that reduced project timelines by 30%, driving efficiencies and budget savings.
• Continuous Improvement & KPI Development: Developed operational metrics and tracking systems to measure project performance and ensure adherence to financial and operational targets. Utilized a continuous feedback loop to integrate lessons learned into future project cycles, improving overall efficiency and delivery.

BUILD GROUP Product Management / Strategy
Technical Project Manager and interim Finance Manager
2/2017 - 1/2018
• Lean Process Optimization: Led initiatives that improved material sourcing by 25% and enhanced ROI for stakeholders. Captured project insights to inform future optimizations.
• Project Budgeting and Leadership: Managed a team of 20+ across complex projects, forecasting budgets and monitoring KPIs to ensure timely delivery. Conducted high-stakes negotiations to maximize ROI and rental income for stakeholders.

Renzo Piano Development/Plant Co. Operations
Technical Project Manager
7/2016 - 12/2017
• Cross-Functional Project Management: Managed large-scale construction projects, applying lean frameworks to improve coordination between design, engineering, and construction teams.
• Feasibility Analysis and Risk Mitigation: Conducted feasibility studies for Procore integration, using data to align tech solutions with strategic goals, reducing risks and boosting efficiency.

ENERGY INDUSTRY Engineering
Engineering Manager, Product Design Engineer, Project Engineer & Professional Lead, Project Engineer
5/2012 - 7/2016
drive continuous improvement, resulting in a 15% reduction in project delays and more efficient resource utilization. Played a key role in implementing Procore, integrating project management solutions to enhance sales, CRM, and client relations functions, contributing to GTM success.
Additional Work Experiences- Energy Industry 05/2012 – 07/2016 Engineering Manager, Product Design Engineer, Project Engineer & Professional Lead, Project Engineer