Principal strategy consultant for businesses and investors across Technology, Media, and Advertising industries, I help clients understand the competitive landscape and develop actionable recommendations to improve business outcomes through rigorous, objective, data-driven analysis that allows clients to face challenging marketplace realities by leveraging innovation and creativity.Selected engagements:• Analyzed and recommended new pricing strategy for private equity owned SaaS/technology company• Advised several clients on utilizing their data and implementing technology to drive improved business outcomes• Provided technology industry outlook, company analysis, and valuation for private investment firm

Subject matter expert for investors, businesses, and professional services firms across technology, media, and advertising industries.

Stone Street Advisors LLC is a private investment firm, overseeing the investments of the managing member, his family, and its businesses. We identify and develop high-conviction, high-return long/short opportunities in equity, credit, special situations, and restructuring. We have the freedom and flexibility to manage our portfolio everywhere from extremely concentrated (position sizes >20%) to extremely liquid (>50% cash).We respect market trends and technical movements, but approach opportunities with bottom-up DCF financial modeling, combined with top-down industry and market research. Our research and investment process utilizes a healthy dose of skepticism, allowing for a margin of safety. We start with deep information collection, analysis, due diligence, and ultimately, valuation work. We follow the Aswath Damodaran style of fundamental analysis, seeking to understand the security, entity, and industry story to craft our inputs and assumptions. This process has served us well in the past, allowing our picks to outperform their benchmarks by double-digits. See: https://www.stonestreetadvisors.com/track-record

Strategy and financial analysis lead for Hulu, and later, Disney Entertainment Technology, including streaming, data, commerce, and advertising technology across all Disney streaming properties, including Hulu, ESPN, Disney+ ABC, FX, National Geographic, as well as linear networks support. I work collaboratively with teams and leaders in product management, engineering, ad sales, and other stakeholder groups.Responsible for strategy, business, and financial analysis, as well as corporate development, vendor evaluation, deal support, strategic partnership analysis, valuation, cost-benefit analysis, developing analytical frameworks, operational due diligence, and overseeing industry and market research across streaming, digital advertising, and broader TMT (Technology, Media, and Telecommunications) sectors.

Ran strategic finance for Platform and technology monetization, pricing, financial modeling, process improvement, FP&A, contract negotiation, vendor management, ad hoc financial analysis. Work directly for C-level executives and senior leadership to drive adoption of data driven marketing and advertising technology. Collaborate with colleagues throughout Omnicom in data strategy, product, marketing science, engineering, data science, as well as digital media teams across Omnicom network.

M2M5 Holdings is a private equity firm investing in startup, growth, and turnaround opportunities in the digital media, digital advertising, ad-tech, and internet sectors• Managed all finance, strategy, accounting, and operations functions at private equity firm and two portfolio companies:o M9 Inc is a strategy consulting firm that helps clients maximize profitability by implementing data-driven strategic planning and process improvement. I built, refined, and managed financial and operational processes, analytics, and management reporting. I also led business development and client relationship management.o Chip Chick Media is a digital media company that publishes the leading female-focused lifestyle and consumer technology website, ChipChick.com. M2M5 acquired 100% control of the company in a hostile acquisition from the founder, which I helped spearhead on all fronts. Subsequently, I led a top-to-bottom financial and operational turn-around of the company• Led financial planning & analysis (FP&A), developed budgets, forecasts, and built various financial, strategic, and operations models • Prepared and delivered reports, presentations, and analysis to Board of Directors, client executives, and other stakeholders• Performed complex data analysis to drive revenue growth, cost reduction, process improvement, and efficiency• Identified, tracked, and improved KPI's• Implemented offshore business process outsourcing project, reducing costs by 25% with significant performance improvement• Managed, mentored, and trained four internal employees and four-member offshore business processing outsourcing team, which I established• Gained hands-on experience with major ad-tech firms, as well as sell side and demand side platforms e.g. Appnexus, Google Ad Manager (DoubleClick for Publishers / DFP), AdSense, etc• Utilized measurement tools and analyzed data from Google Analytics, Facebook Ads Manager, Facebook Business Manager, ad-tech partners and platforms

Stone Street Advisors LLC is an independent buy-side equity and credit research firm• Founded fundamental research and advisory firm serving hedge funds, corporations, and high net worth investors• Identified long and short opportunities in value, deep value, special situations, activism, turnarounds, restructuring, M&A, and distressed debt• Performed financial modeling to analyze valuation and transactions, including DCF valuation and corporate transactions (M&A, recapitalization, restructuring)• Conducted due diligence, company, and industry, and market research using primary and secondary sources, as well as site visits, product/service evaluations, and industry contacts• Published research reports, analysis, and commentary for investors on platforms including Forbes, Business Insider, The Atlantic, TheStreet.com, Harvest Exchange, and Seeking Alpha • Prepared and delivered presentations to fund managers, corporate executives, and directors• Recruited and trained interns and junior analysts

• Conducted analysis of Citi’s brokerage processes, policies, information systems, and made recommendations for improvement • Provided product and service knowledge to traders, private bankers, financial advisors, and other internal clients

Analyst in Acquisition Finance and Loan Structuring group, working on syndicated loan origination/execution for large and mega-cap strategic M&A, debt refinancing, and restructuring.• Built Excel financial models to analyze and structure multi-billion dollar M&A and restructuring deals for global companies• Worked on pitch-books, credit agreements, M&A financial modeling, performed market research, as well as competitive, operational, and sensitivity analysis