• Growth: Responsible for driving growth strategy & execution resulting in 3x growth in 3 years• EBITDA responsible operator running 85%+ gross margin and 60%+ EBITDA margin business• Integration: Led successful post-acquisition integration of Monaeo with Topia

• Advised a prominent Midwest family office on evaluating the formation of a new venture capital firm• Sourced, diligenced and evaluated technology and SaaS investment opportunities• Advised principals on managing existing portfolio investments

• Responsible for the vision, planning and execution of the business from a paper-napkin to exit• People: Built, led and mentored the Monaeo team; responsible for all business functions and teams• Culture: Built a collaborative culture with high effectiveness & engagement; best-in-class revenue/employee• Product: Owned vision, roadmap and led product & engineering teams to build a best-in-class novel platform• Partnerships: Built a strong network of key partners responsible for majority of top-of-funnel; key partnersincluded SAP Concur, ADP, Grant Thornton• Revenue: Responsible for enterprise & consumer revenue. 43% growth LTM before exit• Client Success: Net enterprise revenue retention of 145% and consumer churn rate-rate under 1% per month

- Technology & Software; led an effort to identify, prioritize and develop potential investment opportunities in the software and information services space; comprehensive study of the Cloud Computing and SaaS landscape• Led evaluation of ~$100m recap of a next generation composite platform application-testing company• Evaluated ~$75MM investment in a leading Advanced Persistent Threat (cyber security) player- Fintech & Financial Services; Led thematic prospecting efforts in Financial Services. Evaluated 50+ companies in various sub-segments including Lending (banks, microfinance, non-banks), Capital Markets (exchanges, brokerages, asset management), Insurance (life, general) and Derivative Plays (payments, credit rating)• IC approved ~$125MM investment in an Indian bank with $5BN+ balance sheet• Sourced & led potential carve-out of merchant acquiring business from a large Indian private bank• Evaluated carve-out of a $1BN payment business from a large Middle Eastern bank- Portfolio responsibility for NSE, India’s largest stock exchange; engaged with CFO to drive potential IPO

• First team member on Clinton Foundation's malaria team, an initiative that grew to be a substantial focus for the Foundation• Assessed feasibility of Foundation’s entry into malaria treatment; identified niche areas with potential impact; assessed partnership opportunities and required capabilities

• Built financial model analyzing opportunities and risks of $2BN global drug licensing deal for a pharmaceutical company; results and recommendations used to negotiate value of deal • Forecasted global revenue, analyzed competitive landscape and assessed operational capability to develop commercialization strategy for $300MM investment in a new anti-obesity technology • Identified and implemented processes to optimize clinical trial operations for major pharmaco in pre-merger stage, leading to improved effectiveness and cost savings of $400MM• Advised senior management on customer-critical portfolio strategy and revenue growth opportunities of $300MM immediately after close of the potential largest medical device merger

• Developed machine learning algorithm to enhance capability of a proprietary micro-CT imaging device developed at Mayo Clinic• Work was critical to image and detect blood vessels to down 5 microns and used for research in early detection of heart diseases

• Developed business plan for board approval to continue development of a new IP product• Resolved interoperability issues of clients' existing equipment as part of ten-member client-facing team