▪ Data Optimization: Led a multi-year project to upgrade ATM location data processes, improving accuracy in the Locations Finder tool for 100M+ customers. Partnered with tech, product, and operations to arrive at a solution▪ Site Modernization: Developed and championed a business case to digitize vendor access solutions for after-hours servicing at Capital One branches and Cafes▪ Network Operations: Managed national performance analytics and improvement initiatives for a 1,300 ATM fleet, ensuring reliable customer access to cash. Forecasted impact of natural disasters on fleet availability to customers

▪ Profitability Forecasting: Designed the firm’s first profitability forecasting methodology for a growing network of veterinary hospitals. This approach profitably grew the firm’s portfolio from 40 to 105 locations over three years, preparing the company for a strategic acquisition by Audax Private Equity in December 2021▪ Financial Modelling: Collaborated with prospective partners and internal SMEs to prepare and present over 40 pro forma investment models for over $200M in capital investment projects. Owned financial document creation from deal origination to capital calls and reported directly to VPP’s financial leadership▪ Vendor Negotiations: Partnered with CFO to secure a reference lab contract which saved our hospitals $1M+ annually

▪ EHR Architecture: Analyzed the data architecture of a major hospital network’s EHR system to prepare for the installation of clinical decision support software. Partnered with 200+ stakeholders across clinical, executive, and technology teams ▪ Med-Tech Strategy: Provided pro-bono consulting services for three med-tech startups seeking to bring orthopedic implants, negative pressure wound care, and EHR-embedded AI products to market. Assisted founders with go-to-market plans, competitor analyses, and reimbursement strategies▪ Diagnostic Pricing: Completed a clinical reference lab RFP program for a rural hospital system. After negotiating with five bid participants, finalized a contract that saved the hospital $1M/year and improved service quality▪ Raw Material Sourcing: Executed a multi-category raw materials sourcing RFP for a major nutritional products company which was forecasted to save the client over $6.5M annually

▪ Managed a team of 5 in support of research activities and MBA-level conference planning with corporate partners▪ Hosted and wrote research papers for 2 MBA conferences, including an energy conference with Saudi Aramco and a currency conference with China’s Zhejiang University School of Management

▪ Financial Reporting: Created daily financial reports for senior management including profit and loss statements, balance sheets, and product risk reports for an $8B investing and lending business▪ Investment Analysis: Evaluated an AI-powered clinician support tool for potential investment and recommended its inclusion in our trading group’s portfolio

▪ Developed GIS-based research methodologies to assess growth benchmarks of U.S. online service businesses to aid in evaluations of Chinese companies using similar business models▪ Investigated the viability of investments in the Chinese automotive industry by analyzing 10 comparable companies in the U.S. and by gathering industry data at the Shenzhen Auto Trade Exhibition

▪ Published an editorial analyzing U.S. policy toward the Asia Pacific region with an Asian security studies professor in The Diplomat. The piece was shared 584 times.▪ Published an independent editorial on cyber security in The Diplomat that was shared 650 times.