Jul 2021 – Sep 2021 · 2 mos · Menlo Park, California

• Researcher on M&A team with focus on startups in AI, crypto, and payments
• Acquired Cove Markets, a crypto trade execution platform for digital assets.
• Designed and built a market research tool to track startup financial data.
• Led monthly Q&A sessions with engineering teams discussing M&A.
• Developed research methods and due diligence process for teammates.
• Launched strategic analytics to monitor 30+ competitors’ over time.
• Robinhood is a modern financial services app. Its platform has enabled products like dividend reinvestment, fractional shares, and recurring investments (NASDAQ:HOOD)

Jul 2020 – Jun 2021 · 11 mos · Mountain View, California

• Strategic investor in Platform9, the managed kubernetes provider for distributed clouds.
• Invested in Series D round with Menlo Ventures, Celesta Capital, Redpoint Ventures, Cota Capital, Mubadala Capital Ventures and Canvas Ventures.

Jul 2020 – Apr 2021 · 9 mos · San Antonio, Texas

• Manager on M&A team with focus on AWS, Google Cloud and Azure partners
• Acquired Bright Skies GmbH, a fast-growing Azure partner in Central Europe.
• Invested in Platform 9, a Kubernetes platform for multi-cloud computing.
• Led a 20-person cross-functional team in Go-to-Market, Finance and Product.
• Managed 6+ international M&A deals in Americas, Europe, Asia and Africa.
• Presented weekly status updates and milestones to C-Suite / SVPs / Partners.
• Rackspace is the leading provider of cloud services (NASDAQ:RXT).

Jan 2020 – Jun 2020 · 5 mos · New York, New York

• Consultant in Strategic Value Consulting with focus in data analytics and modeling
• Advised f500 clients in corporate strategy, investments and acquisitions.
• Built strategic models with total addressable market (TAM) analysis.
• Developed tableau dashboard analyzing 100 countries and 15 brands.
• Analyzed 300M+ sales and advised e-commerce over retail due to +10% ASP.
• Designed automations with SQL / Alteryx to cleanse daily sales data.

May 2019 – Jan 2020 · 8 mos · New York, New York

• Consultant in Strategic Value Consulting. Responsible for market sizing, financial modeling and industry benchmarking. Advised public clients on M&A and corporate strategy. Clients in enterprise software, fintech, SaaS, information technology, financial services, healthcare, retail and logistics.

Jan 2019 – Jan 2020 · 1 yr · New York, New York

• Received 50+ hours of live instruction and coaching to achieve interview, technical, and professional developmental goals.
• Completed industry-specific training and assessments focused on technical skills, institutional knowledge, and attention to detail.

May 2018 – Aug 2018 · 3 mos · New York, New York

• Summer associate in Strategic Value Consulting and Modeling Tools. Clients in information technology, healthcare, financial services and energy.

May 2017 – Aug 2017 · 3 mos · McLean, Virginia

• Summer Associate in Advisory.

Jun 2016 – Aug 2016 · 2 mos · Dulles, Virginia

• Summer intern in Finance and Operations. Calculated intrastate tariffs for the largest independent moving company in North America.

Jun 2015 – Jun 2018 · 3 yrs

• Focus on email automation, market research and marketing infrastructure.

Dec 2014 – Aug 2015 · 8 mos

• Software engineer after school (co-op program). Learned about automation and technical writing.

Dec 2014 – Jun 2015 · 6 mos

• Marketing analyst after school (co-op program). Learned about CRMs and email marketing.

Aug 2009 – Aug 2011 · 2 yrs · Dulles, Virginia

• Assisted recording financial transactions in Quickbooks ledger for clients.