Conducting industry research and identifying investment opportunities in the Aesthetic Technology and B2B SaaS verticals Engaging with portfolio company teams to provide advisory & assistance across strategic and operational initiatives

Alliza’s AI Copilot is an AI-powered platform offering autistic individuals, and those with whom they frequently interact, personalized training and evidence-based interventions for day-to-day situations and needs.

• Executed medical spa acquisition strategy for venture studio funded by private family office• Successfully negotiated Letters of Intent at valuations 30% below market; structured deals including earnouts and installment plans to align incentives and reduce capital outlay• Led due diligence process, including financial analysis and forecasting, legal document review, regional demographic research, and identifying key risks and opportunities through reconciliation of bank statements, social media review, and staff interaction• Created optimization plans involving technology, marketing, procurement, owner transition, telehealth and pharmaceutical weightloss programs

• Founded mobile healthcare technology and logistics business focused on transforming access to medical, dental and laboratory services on-site at the workplace; reduced costs of care for employers by 15%+ versus insurance-focused and off-site programs by leveraging gig economy, telehealth regulation, scalable logistics and service bundling • Grew company to profitability and $10M annual revenue, operating in 20 states with 200 corporate clients and 200,000 patients • Raised Seed and Series A capital at mid-eight figure valuation from institutional and private investors • Acquired competitor; built models showing forecasts and synergies, pitched opportunity to investors, and negotiated terms• Directly managed sales team; developed partnerships with insurance brokers, employers, and government entities• Implemented quality protocols and KPIs resulting in 95/100 Net Promoter Score (NPS) from patients • Developed comprehensive technology suite integrating digital/physical experiences, telemedicine, and kiosk systems • Thought leader and conference speaker on mobile health, expanded role of dental hygienists and female entrepreneurship • Awarded Forbes 30 Under 30 title for business model innovation and social impact; featured in interviews on Fox News, Yahoo Finance, Good Morning America and Thrive Global

• Analyzed impacts of monetary policy, emerging market growth, and business cycle trends on oil and metal prices; contributed research to analytical thought pieces sent to clients and government decision makers • Built predictive models in support of long-oil thesis using non-traditional supply data sources• Participated in world-class analytical training program in macroeconomics, portfolio construction, asset class fundamentals, and systematic investment algorithms; maintained highest simulation portfolio ROI in class • Managed sub-team of investment engineers and data analysts maintaining and systemizing business critical economic data to feed proprietary algorithms; leaned out data engineering processes by reducing duplication and eliminating legacy vendors • Managed project portfolio of 30+ initiatives across departments to reduce key man and intellectual property risk• Served as Product Manager for development and roll-out of company-wide Issue Log, a cornerstone of people operations

• Designed & programmed interactive apps for theme park & in-theater behavioral economics experiments; analyzed & manipulated incentive structures to adjust traffic flow & boost entertainment purchases by 30%

• Wrote articles and blog posts on portfolio theory, financial education for families and young professionals, tax-advantaged investing, and retirement planning as financial blogger for internet start-up

• Led Editorial and Business/Strategy Boards for production of bi-annual magazine: direct supervision of senior editors and staff members for managing direction, content, design, quality, and promotion.• Developed and maintained partnerships with student groups, companies, and universities for paid advertising, campus and workplace distribution.