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• Was hired to create an outbound sales practice for a business that had previously only gone to market through a channel partner. In less than one year, working alone, I generated over $3.5m in deals at the "proposal" stage or further, including Cleveland Clinic, Ohio State Wexner, and Allegheny Health Network.• Successfully created an outbound lead generation sales practice as a team of one, generating ~10 new demos per month.• Beginning the job with no resources or support, I created low-code/no-code tools to significantly automate business processes across practices, including template-based bulk emailing and marketing campaigns, invoice generation, top-of-funnel sales flow activity, pricing calculation, and others.• Led process discovery initiatives with leading healthcare organizations like Mount Sinai to come up with new products, or new use cases for our product in different hospital departments.

• Managed and executed relationship-building projects for several large-cap private equity funds, including searches for CEOs and Chairs, deal advisor sourcing, and long-term sector tracking projects resulting in introductions to CEO-level executives at career inflection points. Owning the lifecycle of each project, I managed an offshore research team, evaluated research, created client presentation materials, owned executive outreach and communication, and placed executives with clients. I managed over 60 of these projects.• Managed relationship with largest client, contributing to doubling of relationship value and origination of $7bn deal for the fund.• Contributed significantly to product and operations efforts, creating tools within our CRM and online platform to overhaul our research process with offshore teams, significantly automate the research and document preparation processes for Smart Connections product, and increase usability/visibility of our data in client CRMs through API-driven client dashboards.• Joined as 1st US employee, contributing to US hiring effort, and acting as point person with our clients’ US teams.

• Worked as a pre-deal advisor for large-cap buyout funds. Leveraging Skillcapital’s network of executives and creating new relationships via outreach on LinkedIn, I held conversations with senior executives to both recruit them as transaction advisors and gain their perspective on the fund’s key transaction questions. Clients were presented with insights distilled from independent research and executive conversations as well as a group of potential transaction advisors. I worked on over 50 of these engagements.• Worked proactively to explore markets of interest to our clients via conversations with executives and successfully generated several executive-led deal origination opportunities which were included in deal theses.• Contributed to executive searches and helped place the Chairman of Opus Group for Searchlight Capital

Evaluated the quality and outcomes of product development and go-to-market practices of targets for private equity tech transactions, working with private equity leaders and the target’s C-Suite. These 2–3-week engagements influence transaction prices, bid decisions, and post-acquisition corporate strategy. I’ve worked on 20 deals worth over $4.5B as a mid-level member of a 2–4-person team, often managing the efforts of analysts.Created and executed post-acquisition value creation strategies including new product launches, integration strategy for mergers, product roadmap creation, market messaging creation, and marketing collateral creation. These 30–90-day engagements provide transformative value to businesses and drive returns for private equity partners.Co-created and refined a market research and analysis methodology that creates quantitative market maps that can be used to quickly create representations of market whitespace and competitor strengths. These market analysis outputs inform diligence assessments and post-transaction value creation engagements.Created fundraising collateral for a new venture (currently fundraising) with NewCo leadership of accomplished, serial entrepreneurs.Led client-facing financial modeling engagements for early-stage businesses, fully owning the client relationship.

Orchestrated over $1,000,000 in seed fundraising, gained substantial knowledge of securities regulationsCreated Indian LLP and international supply chain from scratch, learning import/export regulations & inventory trackingCreated entire financial system from scratch, including bookkeeping, tax reporting, record keeping and revenue trackingGave winning pitch at Collision Conference 2016 which was judged by Chris Sacca and other leading VC’s

Applied to and was accepted to AlphaLab Accelerator programOrchestrated $100,000 in follow-on fundingOrchestrated marketing efforts including SEO/SEM, E-mail Marketing and Social Media Marketing, acquiring 1000 users in 3 months using unpaid channels.

Completed two detailed budgets to use as tools for negotiating $60,000 in annual funding w/Carnegie MellonOrganized $120,000 in special allocations funding for digital overhaul of station hardwareSet up gift agreement working with development office and alumni to create an endowment for WRCT.

Utilized optimization model to create visual outputs for optimal new restaurant locationsUsed APT software to calculate expected value of exterior restaurant remodel to include in marketing tool to convince franchisees to remodel their restaurantsCreated process for tracking franchise agreements

At Clutch, I managed social media outlets in addition to being involved in business development and marketing projects of many types, notably creating and managing a team to create a video-based "back to school" campaign.

At Relay Network I had many responsibilities across many fields. I helped develop a data structure for integrating scraping technology into the product in addition to researching the feasibility of ideas for new product features or aspects. I also created a marketing tool using excel that modeled customer's lifetime value as dictated by a Harvard model with and without Relay's product. In addition, I identified a few needs across the office and proactively filled them, such as remodeling the tech team's scrum process and effectively aiding in managing and tracking their development progress.