Caruso Ventures is a Boulder-based Single Family Office that invests in tech-enabled companies led by highly effective CEOs. We use our deep scale up experience to help the next generation of tech leaders achieve their visions, and help scale the Colorado entrepreneurial ecosystem. • Leads team of Financial Analysts responsible for executing strategic projects using Addepar, Notion, and the GSuite• Engages with the Boulder, Colorado and surrounding communities in a charitable capacity to help grow the Colorado Entrepreneurial ecosystem • Strategizes with other leaders in the Single Family Office on Estate Planning and the continued growth of Caruso Ventures• Manages Caruso Ventures Special Purpose Vehicles (“SPV”) and other entities built to streamline the investment process• Evaluates and performs due diligence for future investments in tech-enabled companies led by highly effective CEOs• Strives to support existing portfolio of Direct Investments beyond passive investing, lending the wealth of scale-up experience within Caruso Ventures• Building a cohesive Caruso Team, supported by our core values - Others First, Heroes, Innovative, Fiduciaries, Journey

• Coach, Consultant & Data Analyst for Elite & Amateur Cyclists & Triathletes• Utilizes data-heavy programs such as WKO4+, PerfPro, MINDBODY, TrainingPeaks, and Excel• Exercise Physiologist & Certified Professional Bike Fitter to Forever Endurance Athletes• Creator of Forever Endurance's Web Platform & Marketing/Business Strategy• Founder of Forever Endurance's Selfless, Communication-first Coaching Model

Leeds School of Business - Entrepreneurship & Innovation

• Oversaw all aspects of large scale post-merger integration (M&A) / operating model / business transformation projects in the Finance - Revenue Operations Quote to Cash space• Managed project timelines and deliverables, diagramed as-is and to-be processes, gathered and document requirements, made strategic decisions, and provided status updates to executives• Managed projects including scoping, resourcing, project planning, and implementation• Coordinated/facilitated cross-functional meetings, document decisions, and follow-up on actions• Acted as a subject matter expert and arbiter for Salesforce Quote to Cash systems, processes, and policies• Applied subject matter expertise to resolve routine and complex business issues within established guidelines, manage escalations, sought approval as needed, and implemented appropriate alternatives

• Led four high-impact, executive-facing teams focused on CPQ, Success Metrics, Pricing Intelligence and Price Setting • Optimized Zayo’s Go-To-Market pricing approach through deep understanding of cost dynamics and financial modeling • Supported pricing validation in discussions with analytical insights, feedback from key customers, and senior management • Collaborated with Zayo’s product and sales teams to provide actionable quote metrics to drive customer pricing strategy • Directed pricing strategy and execution by partnering with leaders across Product, Finance, Operations, Marketing and Sales • Managed Zayo’s back-end data structure (CPQ) in SFDC, leveraging data from acquisitions, internal and external intelligence

• Collaborated on decisions relating to system implementation, assessment, adoption and maintenance of financial reporting • Managed financial system integrations to comply with the newly introduced ASC 842 Lease Accounting Standards• Strategized with business leaders and a team of analysts on automated pricing and logic for Zayo's CPQ Pricing Engine• Former Product Owner for Zayo’s AP Application – a Python built, AI-driven application for sorting, and processing invoices• Utilized Microsoft Access, Salesforce, Einstein, Excel, and SOQL to turn Zayo’s wealth of data into actionable insights • Led three high-impact, executive-facing teams focused on Pricing Automation, Market Analytics and Finance Automation

• Developed close-knit, productive relationships with key decision-makers from AP, AR, Capital, Finance, Accounting, IT, etc. • Documented the Finance and Accounting processes at Zayo to identify processes ripe for disruption and automation• Directed the project management efforts behind Zayo’s implementation of financial systems based on technical requirements• Created and managed projects via Gitlab, G-Suite and Agile Accelerator fostering collaborative productivity amongst teams

• Directed the merging & maintenance of previously acquired UK/EU/International Legal Entities in SFDC • Built standard operating procedures for data analysis and governance in SFDC, Oracle, and TEOCO • Defined and refined development processes in line with effortless / Agile / Lean methodologies

• Created, monitored & analyzed financial models using Excel & G-Suite to prepare monthly & quarterly forecasting • Owned & analyzed the Wavelength product group’s financial reporting and forecasting – FP&A for $27M of MRR• Utilized SFDC applications to track operational metrics and pull data for correlation & regression analysis • Dissected notable P&L, Cash Flow, and Balance Sheet MoM, QoQ, and YoY variances for the product leadership team

• MBAC 6060 - Corporate Finance• MBAC 6010 - Managerial Economics• MBAC 6080 - Decision Modeling

• Managed & upsold Pearl Izumi’s largest custom clothing accounts (USA Triathlon, Vail Resorts, USMES, etc.)• Facilitated organization and management of sales, as well as monitor inventory using JDE and Excel software • Served as lead custom apparel salesperson for hundreds of companies, clubs, professional teams/governing bodies• Collaborated with Sales Operations, Creative, and Production teams to ensure on-time production and delivery of Customized Apparel

• Traveled with the USA Track Cycling Team to World Cup & World Championship events in all four corners of the globe• Served as Team USA’s financial and management representative to the Union Cycliste Internationale (UCI) at all events • Organized travel and equipment logistics as well as handling of on-site financing for Team USA• Monitored athlete physiological KPI’s using ultrasound, blood tests, and wearable data trackers • Worked with IBM to help develop an innovative ride analysis tool to improve track cyclist performance

• Professionally fit cyclists and triathletes using a Retül 3D fit system and Body Geometry Analysis • Sold and upsold customers into Cannondale, Specialized, Niner and Santa Cruz Bicycle products • Utilized education in Kinesiology to adapt cyclists' positions to allow for a more comfortable ride • Elevated the sales experience with University Bicycles' award-winning customer service

• Mastered the Specialized, Cannondale and Giant product lines to elicit consistent sales • Face-to-face sales experience with key community influencers, athletes, and industry leaders• Key promoter of the relationship between the business and Penn State's club sports program

• Provided exceptional customer service to members and guests in-person and via phone• Organized golf-related events for The Pennsylvania State University in a fast pace environment• Trained new employees for the Outside Operations and Front Desk roles

• Completed Jeff Ellis Lifeguard Training including CPR, first aid and emergency training • Received Disney's World-Renowned Customer Service training• Participated in Disney's College Internship Program • Completed Disney Traditions, "Four Key Basics," and Recreation Classes