Apr 2024 – Mar 2025 · 11 mos · Boston, Massachusetts, United States

Feb 2021 – May 2024 · 3 yrs 3 mos · Boston, Massachusetts, United States

May 2023 – Mar 2025 · 1 yr 10 mos

Jan 2023 – Mar 2025 · 2 yrs 2 mos

Dec 2022 – Mar 2025 · 2 yrs 3 mos

Aug 2022 – Mar 2025 · 2 yrs 7 mos

Feb 2021 – Feb 2021 · 0 mo

Jul 2020 – Feb 2021 · 7 mos

• Market research, competitive landscape, customer interviews, co-founder & other recruiting, and constructing strategy for start-ups and growth companies. Industry experiences include Fintech, Healthcare, AI/ML, Beauty & Wellness, among others.

Sep 2018 – Apr 2020 · 1 yr 7 mos

• Former co-founder/COO, current advisor at AlmaPact (now Stride Funding) - focused on disrupting the student financing market by investing in students via Income Share Agreements (ISAs). Winner of the 2019 MIT Fintech Competition. $2MM seed round closed October 2019. Defined business plan and target programs. Developed go-to-market and marketing strategies. Created financial model for capital raises. Sept 2018 - Sept 2019.
• SWAT Intern at Clarity AI (Madrid, Spain) - defined and implemented scalable, go-forward sales and customer service process for Clarity AI, a start-up offering a SAAS solution for investors to optimize the societal and environmental impact of their portfolios. Created financial model and estimates for capital raises. June 2019 - Aug 2019.
• Co-Founder at Cala - Cala sought to grow local economies while enabling travelers to create hyperlocal, customized travel plans by connecting local travel agents with prospective travelers. Conducted market research, competitive analysis, customer interviews, construction of portfolio of local travel agents, created MVP, and initial product design. Oct 2019 - April 2020.

Jul 2018 – Jul 2018 · 0 mo

• Synchrony's investment in Fundbox as part of their Series C round.

Oct 2016 – May 2019 · 2 yrs 7 mos

• M&A and Venture Capital as part of newly formed Corporate Development / Synchrony Ventures team at Synchrony. Filtered 300+ VC opportunities, with focus on Fintech, Retail, and Healthcare Industries (Series A to C). Helped establish internal processes and external network for deal flow. Led key deal activities (sourcing, filtering, diligence, negotiations, etc) resulting in:
• Acquisition of GPShopper
• Acquisition of Loop Commerce
• Acquisition of Pet's Best Insurance
• Series C investment in Fundbox
• Executed right to invest in pre-seed stage A/R adtech co
• Mentored & coached early stage start-ups as part of relationship with QC Fintech Accelerator.

Mar 2015 – Oct 2016 · 1 yr 7 mos

• Support Business Development and M&A transactions from sourcing to close, including modelling, valuations, diligence, and sign to close.
• Planned and executed on the asset reduction of GE Capital, including the creation of the financial model and supporting materials related to the go/ no-go decision.
• Executed divestitures of $40B of commercial lending & leasing assets through cross-functional management of diligence and sign-to-close activities.

Oct 2014 – Mar 2015 · 5 mos

Sep 2012 – Oct 2014 · 2 yrs 1 mo

• Developed model to run predictive analytics forecasting, reserves and write-downs for the mortgage, personal loans, and auto portfolios, including leveraging SAS programming.
• Led local CCAR Stress Testing.

Jul 2010 – Aug 2012 · 2 yrs 1 mo · Stamford, CT

• 4th Rotation: Turbomachinery FP&A GE Oil&Gas, Florence, Italy
• 3rd Rotation: Investment performance group- International Equities GE Asset Management, Stamford, CT
• 2nd Rotation: Operational Controllership GEAM Stamford, CT
• 1st Rotation: Investment performance group- Fixed Income GEAM Stamford, CT
• Internship: Telemundo local stations pricing team at NBC Universal

Oct 2009 – Jun 2010 · 8 mos

• Recipient of grant to serve as a teacher’s assistant in English classes for one year
• Created and executed lesson plans to teach American culture and develop English language skills