Circana transforms complexity into clarity. We’re the leading advisor on the complexities of consumer behavior. Our unparalleled technology and complete view of the consumer inspires our clients to take action and unlock business growth.

• Completed SEO, keyword research, and content strategy for investment advisor firm• Website improvement and localization recommendations for sustainable clothing company• On Page Optimization for advertising agency to better target relevant keywords in the SERPs

Datassential is revolutionizing the way food and beverage companies plan for the future. Our market-leading solutions, from AI-powered innovation tools and predictive analytics to unmatched market intelligence and proprietary data, are trusted by the top food and beverage companies. We empower foodservice leaders to make simply smarter decisions.• Lead support analyst for a top 10 largest CPG and food manufacturer supporting foodservice insights and sales team including LTO trackers, situation assessment reports, pricing analysis, operator support, and product category deep dives• Supported 25+ clients in gathering operator and consumer data to create reports and communicate insights • Proactively took responsibility for custom research projects and reported on concept tests for new innovative fruit formats for a leading fruit manufacturer and bioengineered fries for global food and agriculture company• Collaborated with product and data teams to build out plant-based and alcoholic beverage capabilities• Mentored and trained new analysts on our tools and oversaw their progress and learning on client projects

Combines my passion for cycling and food while leveraging client service experience to deliver food to hungry customers in a timely manner.

Helped six clients achieve their personal fitness goals through accumulated knowledge, measurement, tracking, and motivation

Collaborated with owner to launch an “eatertainment” concept for underserved African American communities including market research and technology implementation

Created benefits package including stock option and health plans for potential new hires, researched insurance strategy, and sales lead generation for youth sports-based cloud solution. Healthy Amplified is a youth sports based cloud solutions provider that documents injuries and provides a HIPAA based electronic medical solution to optimize treatment plan outcomes. http://healthyamplified.com/

Developed a dynamic financial model for CFO and investors for this VC-backed health and wellness tech startup to forecast future cash flow needs.Retrofit's mission is to deliver the most personalized, effective and sustainable weight management and disease prevention solutions that transform lives, workplaces, and communities by improving health, happiness, and performance.https://www.retrofitme.com/

Senior Consulting Analyst, January 2014-June 2017• Managed 30+ client relationships with services in analytics, investment education, and performance reporting meeting client expectations and resulting in 9/10 overall rating from client surveys • Performed analytics for $2B assets under advisement by conducting performance analysis, attribution, and appraisal, asset allocation studies, private capital implemental models, risk models, and scenario analysis equipping the investment staff with insightful data to improve investment decisions• Led a cross-functional team of four to improve the index data management process resulting in efficiencies through automation and more accurate data for performance reports reducing time allocation by 50%• Proactively sourced a clean energy manager for a religious-affiliated client to help achieve their investment goals; first consulting analyst to get a manager approved through our rigorous due diligence processConsulting Analyst, February 2011-December 2013• Displayed initiative as the first employee to undergo the CIPM program to improve performance reporting through alignment with industry standards, build out of attribution tool, and department education• Transformed “Active vs. Passive” education piece to reflect the firm’s updated investment philosophy and evolution of the industry - sent to all firm clients as the quarterly education piece resulting in a better understanding of the topic for clients to make strategic portfolio decisions• Pioneered the first firm-wide client study on performance, asset allocation, and portfolio construction that was presented to the research and consulting teams to improve collaboration and decision-making process • Earned employee of the year runner up after only one year of employment - displayed cross-department collaboration, overachievement, and growth mindset

Created pitch deck for sales leads generation and strategic partnership alliances for this genetics communication SaaS solution provider.The Genomet platform is a HIPAA-compliant communication tool that promotes greater collaboration among medical professionals working in genetic disorders, somatic tumors and diseases. It can improve patient care by enabling physicians to integrate the latest genetic treatments, tests, and findings into their clinical protocol.

Conducted due diligence on 10 potential investments in the SaaS/ecommerce space with one being selected for investment

Marketed the Stalla brand including CFA study products and servicesGenerated interest in pursuing the CFA designationStudent liason for questions about the CFA program

• Supported 14 portfolio companies in building their business plan and financial models• Conducted 250 hours of due diligence for seed stage, startup companies focused in the technology and health care sectors including market research, competitive analysis, and intellectual property review• Composed two investment memos for companies added to the portfolio including a $1.5 million series A round in Workflex Solutions, a SaaS-based workforce management solution, and a $10 million series A round in AssureRx Health, a personalized medicine company

• Led annual forecast process and senior presentation for Global Facilities organization (multiple US and International locations)• Drove financial processes (closing, estimating, analysis) with operations team for annual $30MM Global Facilities group• Responsible for fixed asset management: cleared unfinished assets, created database for proper accounting treatment, established reporting dashboards, and designed proactive fixed asset evaluation and disposition process• Initiated and supervised a transition of closing activities to off-shore outsourced resource; completed P.O. clean up for compute and facilities organization to streamline closing activities• Completed analysis evaluating international data centers’ profitability and proper allocation of local and non-local associated indirect costs• Collaborated with GIS Asset Configuration team to develop process to correct asset discrepancies in Operational Asset Database• Created and presented 1st GIS Finance Lunch & Learn (Performance Measurements) to senior IT operational members

• Evaluated and recommended products based on extensive research and analysis• Maintained critical information in client management system• Created and executed client marketing campaigns to generate welcome and informational binders for clients• Developed cost analysis comparing financial advisors’ performance and investment tools utilized