Started the API business unit and grew revenue to $30m prior to the IPO. Hired and ran a team including sales, solutions engineering and account management. Was also responsible for the go-to-market strategy, coordinating resources from marketing and product.

Reported to the Chief Strategy Officer, initiated and ran projects business development and strategy projects within the organization that played a key role in Yodlee's growth.

• Identified and explored eight potential revenue-generating programs through primary research including meetings with company executives, industry insiders and potential customers.• Started two new revenue-generating programs, one with yearly revenue potential of $5 million, and signed the first clients.

• Founded the web department, including sales, doing coding work, hiring all staff and managing the group.• Managed the calling department, including productizing a new lead generation offering, and more than quadrupled both revenue and staff.• Personally developed proprietary software to provide calling scripts, capture results and deliver metrics, which improved accuracy and decreased costs by more than 30%.• Collaborated with Managing Partners and client representatives to develop strategies and marketing plans for clients ranging from technology start-ups with less than $1MM in revenues to manufacturers with $5MM in revenue to a hazardous waste disposal company with a nationwide presence and over $200MM in revenues.

• Built financial models to analyze pro forma acquisition consequences, discounted cash flows and valuation based on comparable companies and precedent transactions. Analyzed markets and competition in the health care industry.• Transaction experience includes acquisition by Fresenius Medical Care of Edwards Lifesciences Cardiovascular Inc.