Functional Skills

Market Research
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Competitive Landscaping

Sector Experience

Business Services
Financial Services
Industrials
Technology
Transportation & Logistics
Fortune 500

Experience

Athena Consulting Partners Corporate Strategy & Development
Founder and Managing Partner
5/2019 - Present
Execute strategic finance assignments for mid and small businesses - market entry, financial modeling, pricing, competitive analysis, fund-raising pitch-decks, M&A execution, due diligence, deal structuring.
Federal Reserve Bank of New York Product Management / Strategy
Senior Director, Strategic Transformation
10/2014 - 5/2019
Product strategy, digital transformation, data analytics; Managing a team of data scientists and business analysts to build products using machine learning and data analytics capabilities to drive decision making
Hertz Corporation Corporate Strategy & Development
M&A Manager
8/2012 - 10/2014
Execute M&A transactions from beginning to end; Deal sourcing, valuation, negotiations, due diligence, deal structuring, merger integration; Led franchising strategy playbook development. $3 billion M&A deals executed.
Macquarie Corporation Corporate Strategy & Development
Senior M&A Associate
4/2011 - 4/2012
Execute M&A transactions from beginning to end; Deal sourcing, valuation, negotiations, due diligence, deal structuring. Focus on technology, media and industrials
Bank of America Merrill Lynch Corporate Strategy & Development
Associate, Investment Banking
9/2008 - 11/2010
Execute M&A transactions from beginning to end; Deal sourcing, valuation, negotiations, due diligence, deal structuring. Focus on technology, media and industrials;
Capital raising including debt, equity (IPOs). Developing pitchbooks, investment committee presentations, Board decks
Microsoft Engineering
Software Architect
8/2002 - 7/2007
Technology