- Led a cross-functional team of 15+, including product managers, engineers, designers, underwriters and marketers, resulting in the delivery of 10 data integrations and dozens of features leading to the acquisition of our first 400 users.- Managed roadmapping and full-cycle feature creation: Requirements gathering, user stories, prototyping, user testing/interviews, strategic research, competitor research, UI/UX design, A/B testing, product marketing,, launch, and post-launch customer service support.- Spearheaded the development and launch of new Onboarding Flow for SaaS Web App product, dropping the 5-day uninstall rate from 95% to < 5%.- Implemented agile methodologies, increasing sprint productivity by 30%.- Introduced machine learning and AI capabilities to the product through revenue forecasting taking into account linear momentum, seasonal effects, holiday impacts, and marketing spend scenarios. Leveraged Bayesian Optimization for hyper-parameter tuning. Became our most viewed feature.- Directed automation of the underwriting process used to underwrite $500mm in loan opportunities; this initiative drove reduction in data preparation time from 6 hours to under 5 minutes.- Launched new feature development supporting the Credit Team, including the launch of Revenue Goals feature, allowing the underwriters to intuitively interact with our machine learning forecast model, post-processing, to hit specific revenue targets, thus injecting their expertise into the revenue forecast.- Led backtesting of credit score leading to a refinement of our underwriting algorithm resulting in significant improvement in score performance.- Conducted in-depth market research and competitive analysis, informing a strategic product roadmap.- Launched features like a weekly historical financial summary, and Lifetime Customer Value.- Experimented with large language models (LLMs)

- Co-Led diligence for over $60 million in venture capital investments.- Led technology driven collaboration initiatives with 10 brand managers and startup portfolio companies.- Designed and coded Web App partnership between Zola wedding customers and Pernod Ricard product packages for their event. Unbranded demo is here: www.barpackagecalculator.com/

- Built MVP prototype (Python) with SSL encryption, integrated social accounts, APIs accessingcongressional data, and streamlined tools for users to message all their congressional representatives in as few clicks as possible.- Hired and managed agile team (3 developers, 1 designer) to increase scalability, automate import ofcongressional data, convert from Mongo to Postgress, and redesign messaging flow from user feedback.- Created user stories, user personas, mood boards, style guides, sitemaps, storyboards, and wireframes.- Conducted requirements gathering, prototyping, user interviews/testing, and alpha testing.- Built MVP prototype mobile application (Objective-C) and published on app store.- Facilitated 15 campaigns and over 500 actions including phone, email, and social media posts.

- Owned reporting, two-sided marketplace feedback, and tax compliance for global online marketplace for work.- Directed agile team of 5 developers and 2 designers- Managed full-cycle feature creation: Requirements gathering, user stories, prototyping, user testing/interviews, strategic research, competitor research, UI/UX design, product marketing, and launch.- Conceived and implemented a Private Feedback feature and revealed statistical bias in our public feedback data. Increased successful job completion by 20% as private feedback indicated better contractors.- Managed in-depth research and development of VAT Tax feature making it easy for EU freelancers/clients to adhere to EU regulatory requirements. Used by all 3 million freelancers and clients in the EU.- Initiated redesign of “Reporting Dashboards” to alleviate freelancer/client pain point of having to view multiple reports to see total work and cost information. Time on dashboards page increased by 4x.

Redesigned sales process and created a portfolio of marketing assets aligned with each sales stage. This content targeted large enterprise clients.

- Responsible for business development and diligence for $21B growth equity firm.- Directly built and maintained relationships with entrepreneurs, sourcing $1.5B in competitive investment opportunities.- Executed data analysis of investment target’s operational performance data and metrics.Selected Experience- Help/Systems, Inc - Assisted in sale of developer of automation operations software. Co-led calls with 10 banks re: sale. Assisted in sourcing debt financing and diligence requests, and advised management.- Associa - Led management diligence, and financial modeling for property management software provider.- Preclinical Medical Testing - Sourced and conducted full M&A diligence for investment opportunity in a preclinical research organization.- Family CPG Company - $200 million investment opportunity in private label infant formula manufacturer. Led financial modeling, market/business diligence, and researched international market opportunities.- Health Services Company - Performed operational diligence on a $50 million acquisition target. Assisted in $155 million debt refinancing as point of contact for creditors.- Retail Goods Manufacturer - Executed competitive market diligence and economic research for modeling of inelastic demand in the face of scheduled tobacco tax increases.- Transportation Company - Full buyout diligence for tugboat and barge operator on the inland waterways. Executed business/market diligence. Sourced a significant pipeline of acquisition opportunities.

2-year rotational program (4 rotations) in different GE Capital industries.• Vendor Finance, Pricing (Chicago, IL) – Redesigned insecure and unstructured lease/loan approvalprocess by gathering requirements from sales and pricing teams. Coded secure excel form utilizing Visual Basic. Missing data errors down from 20% to 0%. Fraudulent deal approvals down from 1.5% to 0%.• Energy Finance, FP&A (Stamford, CT) – Built lease/loan income forecast model that sharpenedestimates and identified hedging gaps for an $8B balance sheet.• Healthcare Finance, FP&A (Washington, DC) – Wrote script to build and distribute over 70 reports tosegment leaders. Process time down from 20 hours to 6 minutes. Error rate down from 13% to 0%.• Real Estate Equity Originations, Analyst (Stamford, CT) – Performed cash flow modeling and marketresearch to assist in the acquisition of $150 million of Bay Area office properties.

Worked on the equity trading floor for JPM Private Bank. Conducted investment research and shared findings with clients. Wrote script that combined two different reporting systems, accounted for structural and timing differences, and built a summary report which gave my team their first comprehensive look at revenues by client and geography.