-Created policies and procedures that eliminated nearly all redlines for smaller deals/renewals. -Lead and manage MSA and commercial terms negotiations, including AI terms.-Led MSA / Order Form redline negotiations with Customers and managed outside counsel.-Coded over 1k of javascript lines to create order form and deal strategy tools.-Deal strategy tools created have near perfect mix of manual input and automation, including financial forecast and margin modeling.-Strategize with sales and CS on deals, identify patterns, and then capture lightning in a bottle by capturing the repeatable parts in custom tool or policy.

Advise founders on matters pertaining to building relationships with key stakeholders, advisement of management team, vetting potential investors, and strategic growth

Advise founders on matters pertaining to building relationships with key stakeholders, advisement of management team, vetting potential investors, and strategic growth

Mentor to startups at Newchip Accelerator.

Mentor to founder.

Major efforts towards public company readiness:Built up three Deal Desks at Instacart - one for our retailer sales business, one for Partnerships, and the other for our Ad sales.SME on probably one of the complex CPQ implementations ever. Managed two direct reports and one contractor. Worked closely with Revenue Accounting on implementing ASC 606 principles in our deals and GTM charge models. Built out playbooks, product catalogs, new charge models processes, and standardization. Became a deal adviser to the sales and AM teams.Built out the deal flow process for new initiatives such as, but not limited to, Caper Carts, Instacart Health, Instacart Partnershipers, Instacart Ultrafast, self checkouts,and Roise.

Builtout brand new global Deal Desk function and team for $1bn+ market cap multinational SaaS ERP company ($100m+ ARR). Focus is on the largest and most complex deals (>$1 million TCV). I supported the close of $35m+ TCV worth of enterprise/strategic deals. I manage a team with one direct report, budget for two.I increased deal productivity and intelligence by reducing the complex deal scenario-to-approval process from multiple days to a few hours. To accomplish this I used Google sheets, 30k+ of javascript code, and zero incremental costs, to create and launch to the field:-A CPQ and multi-scenario deal analysis tool - most of the flavor (functionality) of a major CPQ tool, none of the calories (cost)!-A complex deal review checklist with dynamic choices and summary-An approval lookup tool for our revised deal and contract approval policyI am currently using change management to better align our Sales and Professional Services teams on deals and provide near-real time revenue reallocation estimates using that the CPQ and multi-scenario deal analysis tool I created.

-While at CIBC I was licensed under: SIE, Series 7, 63 -Work was around sales and marketing equity derivatives, structuring, product development (ETFs and custom indices backed by academic research), processed trade orders for Equity Derivative Sales (OTC), total return swaps traded by DeltaOne desk, seed-funding for SPACS, and Quantitative (Systematic) Investment Strategies for life insurance annuity companies, sovereign wealth funds, mutual funds, and pension funds.

*Segment is now part of Twilio-Led the quote-to-close and other non-standard quoting processes for over $14 million TCV in global growth-mm-enterprise deals in 6 months including critical year-end that led to subsequent unicorn valuation.-Led the update of CPQ, Order Form templates, cases, and other Quote-to-Order Form processes or worked closely with the SFDC ops team and Deal Desk Manager on such initiatives.-Worked closely and established strong relationships with sales reps in EMEA, US, and Australia.-Led the revision of Deal Desk training and created new case reporting metrics (1 month and 3 month rolling) including time-to-close, Deal Desk impact, and top types of nonstandard situations.-Strong operational knowledge of sales and revenue processes.

-Analyzed customer data to help craft short and long-term deal strategy for $10+ million in new business and $60+ million in renewed business every year (specifically leading the renewals desk).-Partnered cross-functionally with Executive Leadership, Finance, BD/Partnerships, Accounting, Legal, Customer Success, and Sales to drive pricing, structuring, negotiating, operational, and contracting strategies.-Supported Alliances/Channels and Customer Success leaders on Channel process improvements.-Modeled sales and renewal strategies for each deal in excel or Google sheets.-Assisted finance as needed on churn forecasts and work with Customer Success to maintain ARR or reduce churn.-Influenced internal stakeholders and ensure all deals receive proper review and approvals.-Partnered with the Revenue Accounting team to ensure RevRec ASC 606 considerations are flowing through to our new business, upsell, and renewals.-Calculated and track bookings for new business, upsell, and renewal opportunities.-Leaded creation of Salesforce reporting dashboards for Customer Success.-Created, delivered, and trained on Sales and Customer Success Enablement materials.-Helped to build out the Deal Development group through recommendations of org structure, alignment, responsibilities.

Contracted as VP of Operations for a healthcare tech startup in Chicago - using limited resources stood up and led sales/marketing/growth efforts, product development, and corporate strategy. Pitched to VCs, champions, and sales prospects. Used Agile development, JIRA, and Salesforce(Pardot) as part of product development and sales efforts. Worked directly with co-founders to help identify and solve major problems related to all key areas of the business.Also performed pro bono leadership consulting work for a religious organization in the west side of Chicago.

Three roles during my time at the Fed (from latest to oldest):2015-20161) Project Manager in Banking Supervision and Regulation - Managed execution of programs for the annual Dodd-Frank Act Stress Test of the largest Bank Holding Companies in the US (i.e., the DFAST quantitative stress test of GS, JPMC, etc). This included:-Coordinated with senior officials from Bank of Japan, Bank of England, OCC, Treasury, FDIC, and the NY Fed-Led day-to-day efforts to complete the stress test which included coordinating the work of 100+ PhDs and quants to determine how the largest BHCs in the US would withstand various macro and microeconomic shock scenarios-Attended nearly all senior-level meetings of the model and scenario oversight groups in order to lead execution-Further built out the new stress test and model oversight organization2010-20152) Senior Auditor - Post-financial crisis, I evaluated banks that failed during the financial crisis and evaluated CFPB rulemaking. Major models I created (either myself or team) using excel and proprietary Fed data and systems:-Excel models for CRE, CLD, capital losses incurred for failed banks in Chicago and Atlanta2008-20103) Financial Analyst - During financial crisis, analyzed and modeled projections of Fed's trillion-dollar P&L for insights and recommendations to senior Fed leadership. Major models I created (either myself or team) or updated using excel and proprietary Fed data and systems:-Periodic projections and true-up reconciliations of gold stock based on destruction and creation of Fed notes-Weekly projection and true-up of major Fed balance sheet accounts using H.4.1 Release (Factors Affecting Reserve Balances of Depository Institutions)-Annual projection and true-up reconciliation of Fed's surplus/capital (i.e., Fed's income/profit above capital given back annually to the US Treasury) -Supported Data and IT teams on algorithm research for allocation of nation’s gold reserves.

Part-time work helping the owner with start-up operations, logistics, finances, and marketing.

Research Assistant for Professor James Schrager. Performed research on failed banks. Also performed research and applied a strategic framework that Schrager developed on the decisions by made a fortune 500 company - later to be part of Schrager's book.

Risk advisory internal controls work for valuations of complex structured-finance business products (CDOs, CMBS, etc) for financial services client. This included creating excel models to recalculate or verify the waterfall calculations at each tranche. From a leadership perspective, I led multiple teams simultaneously, created budgets, gave performance evaluations, provided professional development guidance, and worked on new business proposals.