Functional Skills
Investment Banking
Account-Based Marketing (ABM)
Commercial Due Diligence
Private Equity Investing
Real Estate Investing
Marketing Analytics
Sales Strategy
Software Skills
SQL
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Office
Sector Experience
Business Services
Financial Services
Real Estate
Retail
Technology
Bulge Bracket Investment Banks
Fortune 500
Experience
Shiftsmart
Corporate Strategy & Development
Chief of Staff to Chief Operating Officer and Chief Revenue Officer
1/2022 - Present
Overview: Leads go-to-market initiatives from lead generation to contract close. Shiftsmart, a VC-funded labor marketplace start-up, helps large retailers meet their staffing needs by providing a flexible workforce. Contributions:
• Generated 300+ qualified leads at an industry-leading conference through a proactive outreach campaign and strategic stakeholder engagement.
• Identified, scoped, and implemented a GTM playbook that increased the customer pipeline from 0 to 25 customers by executing conferences, leading follow-up meetings, and managing the process to contract close.
• Converted 5 piloting enterprise customers to long-term contracts by conducting in-field research on customers' business models, identifying data-backed evidence of sales gaps, and managing customer relationships.
• Proved a 7% increase in sales with a 10% cost labor spend savings after completing an ROI analysis.
• Created and implemented a cross-functional playbook for streamlined customer launch and GTM
• Generated 300+ qualified leads at an industry-leading conference through a proactive outreach campaign and strategic stakeholder engagement.
• Identified, scoped, and implemented a GTM playbook that increased the customer pipeline from 0 to 25 customers by executing conferences, leading follow-up meetings, and managing the process to contract close.
• Converted 5 piloting enterprise customers to long-term contracts by conducting in-field research on customers' business models, identifying data-backed evidence of sales gaps, and managing customer relationships.
• Proved a 7% increase in sales with a 10% cost labor spend savings after completing an ROI analysis.
• Created and implemented a cross-functional playbook for streamlined customer launch and GTM
PALATINE CAPITAL PARTNERS
Finance
Private Equity Investor
1/2021 - 1/2022
Overview: Generated and executed investment opportunities for this private equity firm. Contributions:
• Led investor meetings with pension fund stakeholders to raise funds that totaled a $500 million fund.
• Delivered compelling investment narratives to secure the support of the investment committee for four $20 million+ equity investments.
• Invested in real estate at prices that would achieve up to a 20% IRR. These included three preferred equity stakes in multifamily properties and one LP equity stake in a student housing property. Secured the support of the investment committee for these investments.
• Led investor meetings with pension fund stakeholders to raise funds that totaled a $500 million fund.
• Delivered compelling investment narratives to secure the support of the investment committee for four $20 million+ equity investments.
• Invested in real estate at prices that would achieve up to a 20% IRR. These included three preferred equity stakes in multifamily properties and one LP equity stake in a student housing property. Secured the support of the investment committee for these investments.
Goldman Sachs
Finance
Investment Banking Associate
1/2018 - 1/2021
Overview: Sourced, invested, originated, and priced commercial real estate debt and mortgage-backed securities totaling over $3 billion. Managed a team of analysts and interns. Evaluated new opportunities and generated financial models and investment committee memoranda. Led deal-level due diligence processes and coordinated these with clients. Managed the hedging of balance sheet loan interest rate and execution risk. Contributions:
• Closed multi-billion dollar deals with private equity sponsors, including a recapitalization of a mixed-use office that re-opened the global bank balance sheet lending market during COVID-19.
• Closed multi-billion dollar deals with private equity sponsors, including a recapitalization of a mixed-use office that re-opened the global bank balance sheet lending market during COVID-19.