• Chief of Staff to the CEO and a trusted advisor to C-suite executives• Simultaneously managed Boxed eCommerce's second largest business unit - Boxed Business. Delivered aggressive topline growth by establishing clear go-to-market strategy, driving cross-functional roadmap prioritization, and leading a team of highly motivated sales professionalsChief of Staff responsibilities:• Partnered closely with C-suite and senior leadership to identify and execute strategic business initiatives, driving sustainable growth across Boxed’s core business lines• Spearheaded large-scale, cross-functional projects, including corporate development efforts such as fundraising, investor relations, and IPO preparation, as well as HQ relocation, talent retention, and diversity programs• Owned Boxed’s strategic planning, overseeing goal setting, roadmap creation, budget management, organizational design, and the implementation of KPIs to ensure performance alignment• Developed and implemented key operational frameworks and controls to streamline company alignment and enhance decision-making efficiency• Managed all aspects of organizational meetings, preparing materials and driving follow-ups for investor meetings, leadership offsites, business reviews, staff meetings, and company-wide All-Hands sessionsHead of Boxed Business responsibilities:• Developed and executed Boxed Business's GTM strategies, encompassing brand marketing, customer acquisition and retention, user experience, sales enablement, merchandising, operations and fulfillment, and technology roadmap• Achieved 30%+ YoY revenue growth by formulating clear growth strategies, collaborating cross-functionally to prioritize business initiatives, and leading a high-performing sales team

• Led business development and strategic partner management for Membership Rewards and Loyalty Benefits growth initiatives• Sourced new prospect pipeline and lead generation for new loyalty opportunities • Identified merchant strategic needs and create pitch materials to articulate partner value creation• Negotiated and implemented several top Card benefits for Centurion, Platinum, Gold and Green Cards• Developed go-to-market strategies for new partnerships; worked cross-functionally across Program Management, Finance, Global Merchant Services, Product Management, Ops Risks, Marketing and PR stakeholders to onboard new partners and/or manage ongoing partnerships• Created key KPIs and reporting structure to measure effectiveness of existing partnerships

Chief of Staff to Head of US Membership Rewards & Loyalty Benefits (Aug '15 - Jun '17)• Spearheaded strategic planning initiatives for a global team of 100+, including investment optimization, project prioritization, strategic goal setting, organizational development and budget management• Worked closely with the leadership team to define, implement and communicate business transformation strategies• Prepared materials for senior executive meetings, including weekly updates with Consumer Business President• Led employee talent reviews, regular staff meetings, leadership communications and close collaborations across organizations to drive business prioritiesChief of Staff to Head of Retail Acquisition for Prepaid Products (Mar '14 - Aug '15)▪ Provided ongoing strategic support to the evaluation and execution of various business planning initiatives, top partnership opportunities and ad hoc projects. ▪ Sourced and secured two new partnerships in the Hospitality and Casual Dining industries ▪ Established a pipeline of national and regional merchants interested in working with Bluebird on strategic opportunities▪ Worked cross-functionally to represent the Walmart partnership on Bluebird-specific projects

▪ Launched end-to-end Affiliate marketing campaigns for offers and product refreshes across multiple OPEN Small Business Card channels, including digital, direct response, and strategic partnerships. Also led Affiliate channel's creative strategy and assets development. ▪ Worked closely with the external agencies to identify new Card acquisition opportunities and expand partner recruitment efforts, while managing channel's budget, forecasting, and performance analyses.

Origination & Client Coverage / Strategic Client Coverage Group▪ Managed business strategy initiatives for 11 major Hong Kong conglomerate groups and over 20 international financial sponsors in the APAC region. ▪ Executed a range of transactions over $700 million including leverage buyouts, mergers and acquisitions, debt financings, privatizations and recapitalizations across various industries. ▪ Worked closely with management teams to identify and forecast top line growth, margin and expense trends, and strategic growth opportunities.

Valued public and private companies for various M&As, spin-offs, private placements, divestures and asset sales.

Real Estate & Retail industryWorked directly with senior executives on strategic partnership initiatives or investment opportunities in the Retail, Real Estate, Publication and Media industries.