Functional Skills
Go-to-market Strategy
Cost Reduction
Business Development
Project Management
Data Migration
Data Management
Data Collection / Research
Supply Chain Integration
Marketing Operations
Finance Transformation
Operations Management
Sales Strategy
Innovation Management
Marketing Analytics
Software Skills
Microsoft Office
Microsoft PowerPoint
Microsoft Excel
Microsoft Word
Sector Experience
Business Services
Consumer Goods
Industrials
Manufacturing
Retail
Languages
English
Case Study
Case Studies
Sales Commission Redesign for Medical Equipment Supplier
Healthcare
Sales Strategy
Sales Operations
Organizational Design
Labor Optimization for Medical Logistics and Manufacturing Provider
Manufacturing
Operations Management
Workforce Optimization
Data Visualization / Reports
Warehouse Optimization for Medical Kit Producer and Distributor
Healthcare
Operational Efficiency
Supply Chain Management
Operations Management
Enterprise-Wide PMO Development for PE-Backed Medical Solutions Company
Healthcare
Program Management
Organizational Design
Strategic Planning
Data Migration Planning for Post-Merger Platform Consolidation
Healthcare
Post-Merger Integration
Data Strategy
Project Management
Unified Process and IT Platform Design for PE-Backed MedTech Roll-Up
Healthcare
Post-Merger Integration
Operations Management
Technology Strategy
Postmerger Integration and PMO
Healthcare
Post-Merger Integration
Organizational Design
Project Management
Experience
Creo Advisors LLC
Management Consulting
Senior Associate
5/2024 - Present
• Responsible for leading key internal and external initiatives across several engagements at any given time. Owned process of developing executive level work products, from data collection, cleansing, and analysis through development and presentation of key insights and recommendations, as well as driving implementation
• Supported sales and business development efforts with extensive research of potential clients, markets, and development of sales materials including out-of-the-box services, productized offerings, and individual pitch decks
• Managed Hubspot activities including contact lists, outreach cadence, and production and curation of original content
● Select Project Experience
• Led a five-month RFI/RFP process to help a tool manufacturer diversify its supplier base and mitigate geopolitical risk. Designed custom templates, facilitated vendor selection, and conducted in-depth financial impact analysis. Delivered five finalists and positioned the client to sustain best-in
• Supported sales and business development efforts with extensive research of potential clients, markets, and development of sales materials including out-of-the-box services, productized offerings, and individual pitch decks
• Managed Hubspot activities including contact lists, outreach cadence, and production and curation of original content
● Select Project Experience
• Led a five-month RFI/RFP process to help a tool manufacturer diversify its supplier base and mitigate geopolitical risk. Designed custom templates, facilitated vendor selection, and conducted in-depth financial impact analysis. Delivered five finalists and positioned the client to sustain best-in
Creo Advisors LLC
Management Consulting
Senior Associate
5/2024 - Present
• Responsible for onboarding, training, and team development, growing team from 8 to 14 team members
• Experience leading initiatives including firm analysts and client team members
• Hyper-focused on professional development of entry-level team members to create a strong, cohesive environment
• Experience leading initiatives including firm analysts and client team members
• Hyper-focused on professional development of entry-level team members to create a strong, cohesive environment
Creo Advisors LLC
Management Consulting
Associate
1/2022 - 5/2024
• Responsible for extensive analysis and modeling in addition to the development and presentation of key client deliverables across engagements. Experience includes engagements pertaining to growth strategy, sales force effectiveness, and project management across various sectors with a focus on retail and distribution
• Helped client teams drive implementation with project management including goal setting, timeline development, hands on support, client presentations, initiative progress tracking, and leadership read-outs
• Supported development of firm's internal go-to-market strategy, associated marketing materials and intellectual property
● Select Project Experience
• Led the deployment of a Transformation Program Office for a recently acquired company lacking internal execution capabilities. Built and drove a portfolio of initiatives across operations and commercial functions, introducing structured governance, tools, and reporting. Achieved $38M in EBITDA impact, including a
• Helped client teams drive implementation with project management including goal setting, timeline development, hands on support, client presentations, initiative progress tracking, and leadership read-outs
• Supported development of firm's internal go-to-market strategy, associated marketing materials and intellectual property
● Select Project Experience
• Led the deployment of a Transformation Program Office for a recently acquired company lacking internal execution capabilities. Built and drove a portfolio of initiatives across operations and commercial functions, introducing structured governance, tools, and reporting. Achieved $38M in EBITDA impact, including a