• Launched new challenger craft beer brand into the Chicagoland market, selling into over 100 accounts (bars/restaurants/retail stores)• Performed human centered customer discovery to develop unique brand experience• Leveraged excess capacity of underutilized breweries to manufacture beer with a capital light strategySourced and procured raw materials for the production and packaging of all products• Developed and implemented marketing plan with limited budget, including executing social media campaigns, planning and hosting events / in-person activations• Managed relationships with brewery, co-packager, raw material manufacturers, independent contractors etc• Created financial projection and sales plan

The Resident program at The Garage provides student run start-ups with dedicated co-working space and access to various resources like mentorship.

Dual-degree program where graduates receive an MBA through the Kellogg School of Management and an M.S. in Design Innovation through the Segal Design Institute at the McCormick School of Engineering and Applied Science.GMAT: 760

In today’s workplace, traditional recognition just doesn’t cut it. Our new workforce values personalization and authentic appreciation. As a manager, retaining your best people comes down to showing your employees how much they matter.Ribbon is here to help you understand the best way to recognize each unique individual on your team.

• Covered 20+ subscription software (SaaS) companies across various verticals and market cap ($200M-$50B) including: ADBE, ADSK, ALRM, APIC, APPF, CALD, CRM, CSOD, EVBG, INTU, MB, MSFT, OOMA, OTEX, PAYC, RP, SHOP, SNCR, TWOU, ULTI, VRNT, WDAY, and WK.• Conducted due diligence and initiated research coverage on 11 new companies (including six IPOs) to expand the scope of our franchise, drive trading revenue and generate client commissions.• Built detailed financial models (Income Statement, Cash Flow and Balance Sheet), including bottom-up revenue and expense projections driven by various business drivers. Update models to account for any changes in company fundamentals.• Conducted end-market, industry and macro analysis to articulate research themes across our software coverage.• Authored periodic research reports including annual and mid-year outlook pieces.• Utilized correlation analysis against various metrics (sales growth, profitability, CLTV/CAC etc.) to develop relative valuation frameworks across the software universe.• Communicated investment ideas to various buy-side analysts and portfolio managers.• Interfaced with corporate executives to develop a deeper understanding of covered and prospective companies.

• Worked with multiple Portfolio Managers and Research Analysts within the Natural Resources and Financial Services sector teams, focusing on the Agriculture and U.S. Regional Bank industries.• Built and maintained detailed financial models to evaluate potential investment opportunities of companies including: POT, AGU, MOS, SQBK, TCBI, BBCN, TLMR, IBTX, PNFP, RHI, and RNET. • Conducted extensive analysis of the agricultural industry including farmer economic analysis, crop supply and demand scenarios, fertilizer supply and demand dynamics including consumption models and detailed analysis of current production capabilities as well as future potential capacity.• Conducted extensive analysis of the small capitalization regional banking industry including M&A trends, loan growth trends and outlook, NIM compression and expansion, asset sensitivity, and potential deposit runoff.• Authored comprehensive research notes following quarterly earnings reports to update Portfolio Managers of recent company performance and future expectations.• Performed detailed quantitative and scenario analysis on financial statements, company documents, industry trends, economic indicators, and historical trends.• Communicated research results and recommendations to members of the portfolio management group.• Generated independent investment ideas for addition into portfolios.• Interacted with senior management teams and sell-side analysts for covered companies.

• Performed general research, data gathering and modeling for Research Analysts.• Developed screens in Factset and Bloomberg to generate investment ideas for portfolio managers based on quantitative and qualitative characteristics.• Performed attribution analysis to help portfolio managers track contributors and detractors to performance in their funds.• Developed proprietary reports to aid portfolio managers with their investment decisions.• Enhanced performance analytics for our largest Hybrid fund to promote the sales effort.

• Performed quantitative research for Portfolio Managers and analysts using Factset and Bloomberg.• Analyzed performance data to help Portfolio Managers better understand and track their performance.• Created fund performance presentations for our CIO that he presented at quarterly board meetings.

• Worked directly with Portfolio Manager, researching and analyzing equities for mutual fund portfolios• Researched and put together white paper on the bull case for US equities based on multi-year analyses of S&P 500 10 year rolling return data, equity supply, short interest, money market cash, S&P 500 buybacks, mutual fund flows, the FED Model, P/E ratio trends, commodity indices, credit spreads, GDP trends, exchange rates, and global trade deficits • Analyzed data for mutual funds using FactSet• Tracked and recorded mutual fund performance of Forward Management portfolios

Corporate Fixed Income Team (2007)• Audited Capital Markets Sales and Trading Desk in San Francisco and gained exposure to all fixed income assets, especially municipal bond sales and trading• Attended sales meeting and presentations to help implement bond strategies in Morgan Stanley’s Global Wealth Management GroupGlobal Wealth Management Team (2006 & 2007)• Supported a Senior Vice President with research and reporting for his fixed income and equity portfolios• Prepared equity and fixed income reports and proposals for clients and prospects using Microsoft Office and Morgan Stanley proprietary computer tools• Conducted research to find equities for eventual addition to investment portfolios• Analyzed trends in mutual funds since their inception for presentation during client meetings• Tracked bi-annual earnings and changes in market capitalization for portfolio readjustment