*Comparion is an agency owned by Liberty Mutual*Run strategy and operations for national lead generation channels. Manage data, reporting, analytics, and executive presentations for sales and marketing programs. Prioritize IT resources to build sales capabilities. Negotiate vendor relationships for $15m of lead generation spend and $3m of SaaS marketing technology. Evangelize and incentivize a shift to digital sales for 2,000+ agents and managers. Project manage geographically-dispersed, cross-functional teams in a highly-matrixed org.

Delivered strategic analysis to highlight levers that improve growth, profitability, return on investment and customer lifetime value. Supported the business case for requesting investments from the executive team.

Portfolio Manager/ Data Analyst at registered investment advisor. Managed portfolios using a data-driven systematic approach while running business operations, marketing and servicing. Grew assets 4x in 3 years.

Portfolio Manager/ Research Analyst at $600 billion investment management firm. Managed $100 million AUM, advised $10 billion AUM, provided research coverage for $2 billion AUM invested in commercial and investment banks.

Research Analyst/ Co-PM. Managed value-based investment process. Conducted in-depth research of each company’s industry, competitors, business model, competitive advantage, management team and financial statement disclosures. Modeled unit economics and DCF. $100m AUM.

Advised high net worth clients on debt, equity and structured products. $1.2 billion AUM.

Produced consolidated financial statements for CFO, liquidity reports for Treasurer and ad hoc reports for partners.