Helping investors grow wealth, manage risk, generate income, and preserve capital. ➨ Assessing personal risk through comprehensive analysis of assets, liabilities, income, expenses, estate planning, and near-term cash/liquidity needs to produce a customized and tailored plan with recurring checkpoints as an accountable partner to help your money serve you and provide peace of mind that your assets are taken care of ➨ Managing investor portfolios, ensuring proper rebalancing, and advising on key market opportunities by keeping a close pulse on market dynamics through institutional access to timely information and a trusted network of industry experts➨ Offering proactive and strategic adjustments based on evolving financial landscapes, life changes, and shifting goals, ensuring that your financial plan remains aligned with your aspirations and offers continued growth and securityWe specialize in: § Life-Event Strategies (divorce, inheritance, estates, retirement, etc.) § Investment strategy § Risk mitigation § Market analysis § Portfolio construction § Access to private market instruments § Preserving capital § Generating income § Enabling long-term growth

I served as financial manager for the Combination Product Operations group (~500 headcount; $100M+ per annum budget), transforming the budget process through key analytical and performance tools (Alteryx/Tableau), and increasing speed-to-decision for the VP and executive director senior leadership team by crafting meaningful insights from financial data and providing recommendations to resolve financial judgement. At the center of Process Development business performance, FP&A, and strategy, I served as a member of the Business Strategy Integration team where I collaborated with chiefs-of-staff across the organization to advise senior leaders and executives on strategic planning.Additionally, I developed prioritized business-cases and rapid-assessments for LCM prioritization, drug product/drug substance reformulation, site selection, and buy-side M&A due diligence requirements including complex SKU analysis and cost-to-launch/cost-to-manufacture estimates.Our most noteworthy accomplishments include:►Successfully reached a multi-billion-dollar acquisition by building a P&L, cost-to-launch assessment, calculating overhead data, and manufacturing expense models for an NPV presentation.►Administered hundreds of millions of dollars in annual spending across nine cost centers by establishing financial models, reports, dashboards, analyses, consolidating POs and invoices, and developing automated solutions to streamline financial processes. ►Developed solutions to achieve waste avoidance and productivity spikes through SKU and lifecycle management strategies, enhancing visibility, enabling faster decision-making, and optimizing capacity with innovative resource allocation approaches. ► Achieved soft-savings cost reductions by reducing administrative burden for +75 executives, performing redundancy analyses of tracking and performance systems throughout eight divisions.

In this role, I partnered with chief-of-staff associates in executing my leadership rotation program for the Process Development organization (2,000 staff members).Entrusted with overseeing OKRs for +75 executives, I led up to 20 champions across eight divisions to implement change. Together, we trained 200 PD XLT staff on new software, held 12+ instructional demonstrations, opened office hours for consultations, and hosted numerous one-on-one meetings to ensure clear transition and goal understanding.Teaming up with the Business Strategy Integration team and the PD Chief-of-Staff network, we drove these impressive outcomes:►Identified millions of dollars in savings by creating fiscal models for innovative technology assessments (TPA’s). ►Capitalized on a multi-million-dollar positive-NPV opportunity by prioritizing technology modifications, calculating cost savings, and crafting presentations for innovation and governance forums.►Saved several million dollars in annually misappropriated accruals by discovering a financial error and partnering with the ops finance group to confirm and rectify the issue through proper fund administration.Earning recognition as one of five candidates for the Thrive PD rotation program out of 2,000-person staff, I was lauded for supporting lifecycle management and OKR goals.

Stepping into a new industry, I served as an associate, lead associate, and senior associate for our facilities and engineering maintenance team, quickly becoming the system owner overseeing +500 company assets worth tens of millions of dollars for an American multinational biopharmaceutical company and functioned as an SME to inform multiple capital project decisions.Leading teams of up to 20 associates through daily maintenance, project, and engineering functions, we delivered tens of millions of dollars in product per annum for a clinical and commercial biotechnology drug substance manufacturing plant. By championing a data analytics root cause analysis, we saved tens of thousands of dollars of L&B, QC, and utility costs, driving action items to completion to change our site sampling methods and promote global engineering network alignment.Ensuring a multi-hundred-thousand-dollar daily run rate, we preserved utility downtime by creating innovative critical maintenance strategies to optimize manufacturing uptime, while closely collaborating with stakeholders (quality, automation, manufacturing, etc.) to ensure right-the-first-time implementation.Under my direction, we successfully led 50+ contractors and 25+ FTEs through 120+ days of high-complexity mechanical repairs, troubleshooting, and new CAPEX equipment installation (including validation studies) while maintaining safety, quality, and documentation standards compliant with stringent FDA and OSHA policies.Our synergistic efforts enabled my “Thrive PD Leadership Rotation Program" candidacy endorsement from the vice president of manufacturing and I received the “Q3 2019 Safety Award” for identifying an unsafe mechanical condition and preventing it's recurrence.

I partnered with the CEO and a team of MBA colleagues in championing a comprehensive plan to establish forward-integration pathways for technology SKUs and develop key relationships with distributors and retailers in Europe.Authoring a multi-million-dollar proposal for a five-year robust product launch targeting the European consumer demographic, we presented compelling client presentations and conducted negotiations culminating in viable Stoxx-600 stakeholder relationships.

U.S.C.G. Merchant Mariner Third Assistant Engineer Unlimited Horsepower and Tonnage RatingDiesel, Steam, and Gas Turbine Propulsion (License in Continuity as of June 2022)

A team of MBA colleagues and I reported into the Chief Innovation Strategist and VP of Innovation, conducting market surveys and intensive research, crafting a multi-million-dollar revenue proposal for a comprehensive three-year marketing strategy focused on increasing customer lifetime value in the face of wavering and uncertain economic conditions.

As the chief engineer for a premier marine petroleum transportation operator, I oversaw quality, regulatory and operational compliance, and fuel bunkering on a fleet of various tugboats and barges in the San Francisco Bay.Delivering millions of dollars in revenue through oil bunkering, ship assists, and tanker escort services, I ensured governance and regulation adherence by implementing upgraded documentation and inspection readiness processes.

After my internship, the Port Captain, through my demonstrated persistence and seriousness, agreed to hire me part-time for my last 2 years in university. I supported the shoreside and sea-going crews with port/vessel maintenance and engineering troubleshooting before classes began on various days of the week, working 10-15hr/week. Under the direction of the Port Captain, Port Engineer, and Sr. Port Mechanics, I acquired various lessons in practical application of engineering concepts that I related in real-time to my engineering studies.

Produced a 160+ page technical report detailing system specifications and authoring engineering system drawings across various vessels including main propulsion, diesel fuel systems, hydraulics, pneumatics, electrical, emergency power, cooling, and SOLAS (Safety of Life at Sea).