Kaitlyn Walsh Email & Phone Number

Benicia, California, Us

San Jose, Ca, Us

• Led executives through M&A integration, filtering requests of over 100 cross-functional team members• Facilitated cross-functional kick-off and stakeholder meetings to align on milestones and track progress• Created written materials including integration overviews for executive sponsors & acquired leadership• Partnered with PayPal Ventures proactively to enable commercial partnerships with acquired companies• Identified need for, created, and documented step-by-step process to capture integration lessons learned• Organized data and proposed framework to align stakeholders on approach for global location strategy

Los Angeles, California, Us

• Partnered with General Manager to design and launch pilot of Buy Now Pay Later program• Advised CEO and COO on fundraising and investor initiatives, market research, and real estate projects• Collaborated with executive team on fundraising and M&A (from diligence through integration)• Spearheaded, created, and presented training programs to hundreds of employees on equity compensation, retirement planning, taxes, employee stock purchase plans, and personal finance, including implications of PayPal's $4B acquisition of Honey

Zurich, Ch

• Three-person team ranked #3 in 2016 Institutional Investor industry poll for Retailing/Department Stores & Specialty Softlines• Published reports detailing the financial and operational implications of M&A and divestiture deals• Advised wealth managers, financial advisors, and equity sales colleagues on stock recommendations for hedge fund clients, asset managers, and high net worth individuals• Studied each company’s corporate strategy and operations to make recommendations for success given industry themes such as Amazon/ecommerce growth, supply chain speed, and real estate development• Hosted C-level executives at investor meetings and industry conferences• Constructed models for M&A, licensing, and divestiture transactions to forecast pro forma financials• Wrote and published hundreds of equity research reports incorporating financial statement analysis, proprietary research and financial models, and macroeconomic trends• Companies under coverage (over $350B in market cap) include Nike, Under Armour, TJX, Ferrari, Coach, Ralph Lauren, Lululemon, PVH, VF Corp., Ross Stores, Macy’s, Nordstrom, Kohl’s, J. C. Penney, Hanesbrands, L Brands, Gap, Foot Locker, Finish Line, Acushnet, Urban Outfitters, American Eagle Outfitters, Abercrombie & Fitch, Chico’s FAS, J.Jill, Express, and Aéropostale• Reported to Managing Director & Consumer Sector Head• Series 7, 63, 86, and 87 licenses

Blackfriars, London, Gb

• Led $15m capital project in two factories across the US & Canada, ensuring seamless transition to new packaging technology• Built inventory forecast model to expose customer service risks to $1B business• Completed Foods technology course in the Côte-d’Or region of France• Spent three weeks in Asia (Hong Kong & Singapore) between MBA coursework and Unilever office visits to strengthen understanding of local markets and global business processes• Proposed budget and resource allocation for new programs to North America leadership team• Coached team of direct reports (both on-site and remotely)

Blackfriars, London, Gb

• Predicted demand would exceed forecast on new product launch and influenced superiors to secure factory bandwidth, enabling 100% order fulfillment when demand tripled• Mitigated crisis and led team to overcome product quality challenges eight weeks prior to launch via packaging redesign and implementation of new quality metrics• Managed cross-functional teams to deliver innovations worth over $100m in incremental revenue and facilitated timeline improvement workshops to generate an extra $34m in incremental revenue, honing project management skills• Analyzed production capacity and decided to invest $1m in new manufacturing line• Spearheaded global process to validate supplier lead times and reduce air freight costs ($1m opportunity)• Reported to Europe-based Supply Chain Director• Earned annual “Hero” award, chosen by Personal Care VP• Established proficiency with MS Project

Blackfriars, London, Gb

• Led technical public relations for all hair and deodorant brands• Presented new product technologies in a customized, approachable way to a variety of audiences, from corporate customers to magazine editors• Developed customer-driven strategies leveraging technical product benefits and presented to national retail and grocery accounts• Trained sales colleagues across the US and Canada on new products to enable stronger B2B partnerships• Extensive on-camera training by media consultants and experience speaking with press

Blackfriars, London, Gb

• Led product development work during $411m acquisition and worked on business integration team• Supervised five laboratory technicians and coached one technician into a full-time scientist position

Mba, Finance, Management Of Technology And Operations

B.A., Chemistry, Religion

Management Of Concentrated Stock Positions & Equity Compensation