Industry experience in Financial Services, Insurance, Consumer, IndustrialSelected projects:• Strategic due diligences: evaluated competitive dynamics and customer behavior in niche real estate market; assessed competitive positioning, buying process, sourcing strategy for industrial gas company • Created three models to examine link between corporate sustainability and performance: resulted in financial relationship; supervised two analytics teams; evaluated ten and led selection of two data vendors • Implemented new custom rate card for financial services client. Included creating big data model for price benchmarking with over 3 million data points

• Wrote new business plans for the Cash portfolio to increase portfolio yield while decreasing risk, and the Public Equities portfolio to increase scalability and control with negligible cost increase • Analyzed and closed on direct private equity transactions in multiple industries

• Designed and executed all aspects of start-up including: business plan, product design, financing, manufacturing, POS creation, and satisfying legal and regulatory requirements • Developed a product focused on the beginner winemaking market by integrating wine education with an improved home-winemaking experience

• Led data analytics team to manage internal and external client requests. Decreased lead time from one week to two days and increased data availability 33% • Analyzed the ETF market, collaborated with senior management to develop department strategic plan

• Guided strategic planning and assessed new initiatives for internal consulting team. Evaluated 10+ M&A opportunities and created an industry trends analysis used for firm-wide strategic planning • Led a cross-functional team to acquire US One, enabling Russell to enter the ETF marketplace

• Conducted evaluation of Private Equity funds for Limited Partnership commitment • Monitored a portfolio of Limited Partnership exposure