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Connie W. is a Founder, Principal Consultant at Quantified Insights. She possess expertise in financial modeling, investment banking, corporate finance, capital markets, equity research and 8 more skills.
Quantified Insights
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Founder, Principal ConsultantQuantified InsightsBellevue, Wa, Us
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Strategic Planning ConsultantQuantified Insights 2021 - Present𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆• Led data analytics strategy to optimize product launch efficiency, co-inventing a data analytics engine, improving decision-making for an equipment testing division. (Patent granted, Feb 2024)• Evaluated and optimized data collection strategies for early-stage product testing, improving resource allocation and reducing go-to-market costs.• Advised on partner strategy and marketing communications for a healthcare provider, utilizing targeted analytics to drive a 20% revenue increase during key operational periods, enhancing business performance and market positioning.𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴• Developed a comprehensive long-term roadmap for a $XXM commercial operating center, aligning with nonprofit and public sector objectives, including organizational structure, fundraising strategy, and contract bidding processes. Tailored plans based on local demographics, facility design, and development timelines.• Conducted strategic due diligence on startups in Consumer Tech and Clean Tech, providing market insights to optimize investment strategies and enhance portfolio performance.• Gained operational and customer insights by training as an in-store barista, contributing to product innovation and improving efficiency through hands-on experience.𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀• Managed the budget for a 30-person lab team, overseeing financial forecasting, reconciliation, and reporting to ensure alignment with strategic goals and financial sustainability.• Served as Interim Finance Committee Chair for a nonprofit sports board, providing financial oversight, detailed analysis, and process improvements to drive operational efficiency and sustainable growth.• Led investment research and financial analysis for portfolio diversification and tax efficiency, enhancing long-term strategic planning.
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Director, Product & Business Development, Portfolio Strategy, Market Analytics & Go-To-MarketPlaystation 2018 - 2020San Mateo, California, Us𝗠𝗮𝗿𝗸𝗲𝘁 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 & 𝗚𝗼-𝘁𝗼-𝗠𝗮𝗿𝗸𝗲𝘁• Conducted market research and consumer insights analysis to inform go-to-market strategies for a new platform launch, leading to a XX% increase in platform engagement through targeted portfolio management, marketing, and post-launch performance evaluation.• Directed product and financial risk evaluations for Metaverse/Web3 initiatives, including gaming, transactions, user-generated content, accessibility, and cybersecurity solutions.• Conducted surveys with 500+ customers to gather insights, shaping long-term strategies for emerging technologies.𝗣𝗿𝗼𝗱𝘂𝗰𝘁 & 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆• Managed the full lifecycle for 100+ partner apps, coordinating onboarding, marketing, and technical support to ensure timely delivery.• Managed Strategic Business Development team to align initiatives with organizational goals, delivering successful businesses in XR, Esports, Social, and Loyalty Programs.𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀 & 𝗥𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴• Led development of an analytics platform for $XXB+ digital products, driving demand quantification, strategic product decisions, and 15% revenue growth through targeted customer segmentation and go-to-market strategies.• Analyzed cloud gaming server capacity, created financial forecasts, and leveraged cloud infrastructure, integrating virtual currencies and AI analytics to improve operational efficiency by XX%• Reported key performance metrics to executives and stakeholders, securing $10M for future initiatives.𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 • Led cross-functional teams with Marketing to develop and execute multi-channel campaigns (social, platform, editorial, and events) for 100+ apps.• Coordinated a new store category, providing video, music, travel, and education to contribute XX% to platform engagement. -
Senior Manager, Corporate Development & Strategic PlanningPlaystation 2017 - 2018San Mateo, California, Us𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀• Created detailed financial models with sensitivity and scenario analysis to evaluate investment opportunities with minority investments and equity warrants• Assisted creation of a new Corporate Development & Strategic Planning department by defining objectives, resources, deliverables, and success metrics• Led a 10-year technology and consumer behavior study to guide corporate investments in emerging technologies.• Evaluated early-stage startups for Sony Innovation Fund and PlayStation, covering AI, cybersecurity, robotics, VR/AR, gaming, and developer tools.• Delivered competitive analysis to support the $1.175B Crunchyroll acquisition. -
Senior Strategic Business Development Manager, Go-To-Market, Partnerships LeadPlaystation 2014 - 2017San Mateo, California, Us𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽𝘀, 𝗖𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝗡𝗲𝗴𝗼𝘁𝗶𝗮𝘁𝗶𝗼𝗻, & 𝗔𝗰𝗰𝗼𝘂𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• Managed the full contract lifecycle for developer and publishing partnerships, executing 200+ contracts in 2 years to support a major platform launch.• Handled daily contract inquiries and administration for 100+ active partners, delivering education and training to internal teams and partners while collaborating with Legal to redline and finalize agreements.• Negotiated tailored agreements with organizations including Google, Disney, Intel, NASA, MIT, and CNN, addressing confidentiality, IP ownership, licensing, data management, milestones, and reporting.• Conducted contract and pricing negotiations using financial models, driving a 20% revenue increase and ensuring 100% compliance.• Drafted and reviewed RFPs, MOUs, LOIs, SOWs, and publishing/distribution agreements for third-party development projects.𝗖𝗿𝗼𝘀𝘀-𝗙𝘂𝗻𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• Led cross-functional teams to deliver strategic initiatives, aligning business goals with emerging market opportunities, fostering a high-performance culture, and improving operational efficiency by 15%.• Coordinated cross-functional teams with Engineering, Legal, and Marketing to execute strategies in devices, VR/MR apps, livestreamed sports, Gen AI customer analytics, cloud server management, and developer tools.• Coordinated with Engineering to secure policy exceptions for cross-platform activity, user-generated content, and account management in compliance with industry regulations and company policies.𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁• Collaborated with stakeholders to improve global partnership processes for new industries and technologies, enhancing business flexibility and facilitating 400+ partnerships over 2 years.• Identified onboarding bottlenecks and program managed an automated submission workflow to secure 300 partnership opportunities before platform launch. -
Corporate Finance Business Development Manager, Deal DeskYahoo! 2013 - 2014Sunnyvale, Ca, Us𝗗𝗲𝗮𝗹 𝗗𝗲𝘀𝗸 𝗦𝘂𝗽𝗽𝗼𝗿𝘁• Partnered with Legal, Business Development, and Engineering to structure partnership agreements, create financial forecasts, and align proposals with business objectives, providing deal governance across Platform, Communications, Mobile, and Advertising business units.• Conducted deal governance and presented data-driven recommendations to the executive team.𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 & 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀• Partnered with product teams and FP&A to analyze KPIs and design new metrics for business integration, providing regular updates to executives to ensure alignment with strategic goals.• Built financial models, identified risks, and developed performance reporting for proposed deals, saving the company $6M through risk mitigation strategies, earning a CFO award. -
Equity Research Senior Associate, Clean & Emerging TechnologyJefferies & Company 2009 - 2012New York City, New York, Us𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 & 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀• Specialized in financial analysis and operational evaluations within the Sustainable Technology and Renewable Energy sectors, providing expert insights to investors• Conducted real-time, ad-hoc financial analysis on public companies by updating financial models, evaluating trading levels, and considering relevant market factors. Published reports in high-pressure environments to reach institutional clients ahead of major market movements• Conducted a time-series statistical analysis of company earnings and macroeconomic data, discovering significant leading relationships, and being the first to publish reports to the investment community• Collaborated with team to innovate research processes, tools, and models, enhancing the team’s ability to assess risks and recommend investments; team received Institutional Investor industry awards 2009 - 2011 -
Investment Banking Associate, Technology, Media & TelecomJp Morgan 2008 - 2009New York, Ny, Us𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 & 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀 𝗗𝗲𝗮𝗹𝘀• Developed financial models and presentations to market strategic options and financial strategies for technology clients across Satellites, Software, Semiconductors, Transaction Processing, Broadcasting, and Sports industries.• Coordinated with Debt Capital Markets for Microsoft's inaugural $3.75B bond deal (lead left bookrunner), as well as $750M for Xerox (joint bookrunner) and $350M for Corning (lead left), achieving oversubscription and ensuring full regulatory compliance. -
Senior Consultant – Financial Services AdvisoryErnst & Young Global Consulting Services 2003 - 2006Nassau, Bahamas, Bs𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗜𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁 & 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁• Evaluated trading operations, technology infrastructure, headcount, and system performance, recommending best practices for operational efficiency.• Key clients: Goldman Sachs, Morgan Stanley, Credit Suisse, Freddie Mac.𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲• Developed risk mitigation controls for investment banks to ensure compliance with Sarbanes-Oxley (SOX) and GAAP accounting standards.• Assessed operations and audit requirements, supporting change management for a new Compliance Office at a mortgage company.• Analyzed trades to reduce capital holding requirements by $550M/month for an investment bank under Basel II regulations.
Connie W. Skills
Connie W. Education Details
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Nyu Stern School Of BusinessManagement -
New York UniversityComputer Science
Frequently Asked Questions about Connie W.
What company does Connie W. work for?
Connie W. works for Quantified Insights
What is Connie W.'s role at the current company?
Connie W.'s current role is Founder, Principal Consultant.
What is Connie W.'s email address?
Connie W.'s email address is wa****@****ion.com
What is Connie W.'s direct phone number?
Connie W.'s direct phone number is (800) 345*****
What schools did Connie W. attend?
Connie W. attended Nyu Stern School Of Business, New York University.
What skills is Connie W. known for?
Connie W. has skills like Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Equity Research, Valuation, Equities, Financial Analysis, Due Diligence, Management Consulting, Bloomberg, Hedge Funds.
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