Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Campaign Optimization
Commercial Due Diligence
Financial Modeling
Market Research
Operational Transformation
Process Design / Re-engineering
Project Management
Strategy Development
Data Analysis
Secondary Research
Software Skills
Microsoft PowerPoint
PowerBI
Microsoft Excel
Adobe Illustrator
Microsoft Office
Certifications
SHRM-CPSHRM Certified Professional
Sector Experience
Consumer Goods
Financial Services
Healthcare
Industrials
Technology
Languages
English
Spanish
Notable Clients
The Chartis Group
Experience
BM Strategy (Self-employed)
Management Consulting
Strategy & Operations Lead (Contract
8/2023 - Present
• Led multiple commercial due diligence across healthcare and life-sciences transactions for The Chartis Group PE Advisory, totaling over $10B in evaluated deal value, including large-cap transactions.
• Designed go-to-market and pricing model for an EV-infrastructure startup; projected $2.5M lifetime value per customer with 1–2 year breakeven.
• Built business and operating model for an independent physician practice launching a nutritional-supplement line; projected $20K MRR with 8–10% YoY growth.
• Available for interim, diligence, and portfolio support consulting engagements.
• Designed go-to-market and pricing model for an EV-infrastructure startup; projected $2.5M lifetime value per customer with 1–2 year breakeven.
• Built business and operating model for an independent physician practice launching a nutritional-supplement line; projected $20K MRR with 8–10% YoY growth.
• Available for interim, diligence, and portfolio support consulting engagements.
EY-Parthenon
Management Consulting
Senior Consultant
6/2020 - 6/2023
• Directed cross-functional teams on 15+ due-diligence engagements (healthcare, tech, and industrials); performed 400+ SME/decision-maker calls, market sizing, and competitive analyses, supporting ~$10B in closed deals.
• Directly supported executive leadership on 5+ business proposals targeted to C-Suite; led and coordinated cross-functional teams (valuation, strategy, finance). Proposals achieved a ~60% win rate in consumer, healthcare, and industrials sectors.
• Delivered infrastructure funding blueprint for state government; collaborated with local teams to devise playbook by county archetype to apply for funding. Playbook featured in state website led to securing 3 clients and ~$2.5M in revenue.
• Facilitated training for groups of 40+ strategy consulting peers; instructed on conducting primary and secondary research, Excel best practices, executive presence, and articulate communication.
• Directly supported executive leadership on 5+ business proposals targeted to C-Suite; led and coordinated cross-functional teams (valuation, strategy, finance). Proposals achieved a ~60% win rate in consumer, healthcare, and industrials sectors.
• Delivered infrastructure funding blueprint for state government; collaborated with local teams to devise playbook by county archetype to apply for funding. Playbook featured in state website led to securing 3 clients and ~$2.5M in revenue.
• Facilitated training for groups of 40+ strategy consulting peers; instructed on conducting primary and secondary research, Excel best practices, executive presence, and articulate communication.
C-IN2 New York
Operations
Chief of Staff
7/2014 - 10/2019
• Developed and launched three product sub-groups to target new demographic markets; increased brand exposure and revenue by 15%, with one of the subgroups becoming a best-seller.
• Synthesized sales data and tracked KPIs to identify underperforming SKUs; collaborated with marketing director to analyze customer life cycle and strengthen promotions; increased sales by 40% compared with the previous year.
• Established strategic partnerships with 20+ nonprofits nationwide; set and tracked OKRs, leveraged collaborations to raise funds, expand brand awareness, and amplify mission-oriented narratives; yielded $30,000+ in sales and raised $25,000+.
● ADDITIONAL EXPERIENCE
• Synthesized sales data and tracked KPIs to identify underperforming SKUs; collaborated with marketing director to analyze customer life cycle and strengthen promotions; increased sales by 40% compared with the previous year.
• Established strategic partnerships with 20+ nonprofits nationwide; set and tracked OKRs, leveraged collaborations to raise funds, expand brand awareness, and amplify mission-oriented narratives; yielded $30,000+ in sales and raised $25,000+.
● ADDITIONAL EXPERIENCE
High-end men's accessories company retailing worldwide
Design
Assistant Designer
7/2012 - 6/2014
Launched line of entry-level items to reach new demographic market; increased brand exposure at 6+ department stores and revenue by 120%. Built digitized pattern template using software optimizing design process for 5+ teammates; decreased design time by 50%.
Charles Bank Gallery | Contemporary art gallery focused
Operations
Gallery Manager
10/2010 - 6/2012
Supervised team of 7 artists and gallery staff for end-to-end install and run of 10+ art shows; enabled $20,000 dollars in average monthly sales. Established guidelines for marketing assets and protocol for cohesive content between shows; raised brand image.