• Managed venture initiatives for independent hospitality partner, conducting diligence/market analysis for potential investments and ideas to be incubated and optimized select operations of NYC wine bar• Provided direction on customer acquisition and optimization strategy for several startups spanning industries from fitness to food & beverage to robotics

Led the effort to build Berkshires Direct, a high-quality and sustainability-focused food delivery platform that offered chef-curated baskets of locally sourced produce and goods, as well as exceptional service to support a farm-to-home lifestyle.Recruited in Sept 2020 to assist in consulting capacity. Joined Founding Team and transitioned into CEO role in Dec 2020.• Established operations framework, processes, and tools to support the purchase and procurement of goods, warehouse management, packing and quality control of perishable products, and in-person delivery to two distinct markets • Developed overall growth strategy through rigorous analysis and synthesis of performance metrics, industry data, and new revenue-generating opportunities, and methodical product development; grew customer base 15x in six months• Built and managed team of five junior and senior-level individuals by conducting end-to-end hiring efforts, providing training and day-to-day guidance across all functions, and holding regular check-ins for mentorship and development

• Developed investment memos through thorough market research and due diligence, presented insights at internal investment committee, and engaged independently with founders on a daily basis for deal screens and to manage deal flow

• Created analytical methodology using regressions and predictive modeling to optimize marketing spend and ticket sales for current and future productions; identified $5M+ in underperforming marketing spend for one Broadway production • Evaluated new business opportunity through market research and preparation of multiple financial projections; presented Senior management with four recommendations and an action plan including an option with 80% projected cost savings

• Drove successful implementation of multiple projects simultaneously on a high-profile, multi-year program at a top tier bank, through the establishment of rigorous project governance and processes, development of status reporting and project deliverables, identification of risks and issues, and escalation of critical matters to Senior executives• Led gap assessment and strategic roadmap development for establishment of key operational risk function• Developed robust client relationships to better understand their short-term and long-term goals in order to provide proactive and higher quality delivery and advisory; generated business cases from client insights that resulted in addition of multiple resources across several engagements• Effectively managed and trained several client teams and six junior resources, three of whom earned fast-track promotions

• Led analyses for the evaluation of several critical regulatory processes and proposed strategic action plans to Senior management, resulting in nearly $1,000,000 of sold work at a large commercial bank• Collaborated with a team of ten on a large-scale Excel data analysis that involved helping to educate teammates on SQL and translating SQL queries into business requirements to transition data from multiple systems to a central data repository for a large regional bank• Delivered successful client interviews to earn Senior Consultant-level role only one year after promotion to Consultant, enabling me to begin managing resources earlier than most

• Managed $110,000,000 budget, resourcing structure, and risks and issues, allowing for a properly forecasted and risk aware program for a government-sponsored enterprise• Created metrics and dashboards to portray program status and impending issues for a high-visibility loan disclosures program; received recurring position to present findings at key weekly meeting with senior leadership• Voted top performer in Associate Talent Program class by facilitators and participating Partners

• Identified yearly cost savings of $750,000 through analysis of production data to identify areas of improvement for inventory control in order to optimize warehouse space and increase efficiency in production planning• Customized and implemented Enterprise Resource Planning (ERP) system for inventory control and production planning

• Participated in the evaluation of multiple portfolios of aircraft, involving updating discounted cash flow models and summarizing results for executive management. • Developed a database of historical transactions for management to use and update on an ongoing basis. • Assisted the risk management team in review and assessment of financial statements and annual reports of airline companies.• Used Bloomberg and aircraft leasing industry information to set up graphs/data for stock activity, forecasts, and general market data, included on presentations for upper management and utilized for analysis by the capital markets team.

• Created a weekly newsletter providing recent and vital information regarding LVNA’s brands. • Managed monthly presentations of financial data analyses, involving data comparisons and research of key company activity. • Assisted CFO with bank reconciliations, planning, logistics, and day-to-day activities.

• Managed weekly forecasting sheets for company activity. • Developed new methods of storing investment flows.• Designed a pricing analysis comparison for all bank services. • Performed reviews of tax audits.