Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by Bessemer Venture Partners, Context Ventures, Cota Capital, Khosla Ventures, MassMutual Ventures, and Moneta Venture Capital, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.Find out more at www.farther.com

- Built social enterprise focused on essential technology distribution in southern India, creating 40+ jobs across 6 distribution centers - Manage finance, marketing, legal, HR and accounting aspects of the business - Define business model and develop initiatives to support company expansion goals

- Grew company from $25m to $850m in assets in two years as member of the leadership team- Built and led Client Advisory team responsible for relationship management, customer success, and revenue retention of 350 clients representing 40,000 employees and $850m in assets- Developed and refined company sales, marketing, product, operational, and organizational strategy- Directed business development, acquisition strategy, and internal process improvements

- Owned gap-to-peer, process optimization, service delivery model optimization, and systems implementation analyses that resulted in identified savings of ~$100M for Fortune 500 retailer- Directed project management for $40M+ global organizational transformation of Fortune 100 pharmaceutical company- Managed team to conduct brand valuation and licensing pricing model for top-tier luxury hotel brand - Conducted shared services assessment and identified savings of ~$25M for multi-national steel corporation- Executed PMO oversight and strategy integration for 26-workstream five-year strategy plan for Deloitte Global, directly supporting Global Chief Strategy Officer and Global Strategy and Operations Leader- Led MIT Sloan recruiting, managing a team of 30+ consultants and partners to drive a 32% increase in applications - Led Deloitte research teams on artificial intelligence, robotics, internet of things, workforce automation, 3D mapping, and tech hotbeds

- Built financial models, client presentations, and Deal Approval Committee memorandums for two public company LBOs - Drafted S-1 on a lead-left IPO with client team- Created marketing materials and managed process for sell-side M&A deal- Led teams of Analysts and Summer Analysts in construction of client pitch books and an IPO positioning presentation

- Develop relationships with Boston-area universities, business schools, and startups

- Analyzed revenue leakage and built client flight risk model potentially saving Workforce Investing $4M- Conducted primary and secondary research on brokerage sales and service models and submitted recommendation on ideal service and product offering for expert investors to senior management- Led workstream and submitted proposal to transform the organization, compensation structure, and sales strategy of a Devonshire Investments portfolio company - Collaborated with Asset Management executives to design and manage near-term fixed income strategy - Led definition and implementation of performance metrics for Asset Management back office operations- Planned and executed deep dives on HR functions to prepare for future state design and reorganization- Analyzed Fidelity Institutional product strategy and submitted competitive overview to senior leadership- Led sixteen member Asset Management and Operations workstream for new asset management product

- Created financial model, investor presentation, and private placement memorandum for Series B raise- Worked extensively with Chinese business partner to validate finances in the Chinese subsidiary- Facilitated capitalization table negotiations, produced company valuation, handled due diligence, and participated as acting CFO on investor calls

- Built sophisticated valuation and merger models, board packs, and due diligence materials for private and public buy- and sell-side transactions- Constructed executive summaries, corporate presentations, detailed business models, and private placement memorandums for startup and established technology and clean technology companies- Extensively researched companies across the technology, media, and clean technology sectors

- Worked under former Chairman and CEO of UBS Financial Services Mr. Joseph Grano Jr. who taught aspects of private equity, operations, and finance in a tutorial setting- Executed research, finance, pricing, operations, and marketing projects for portfolio companies

Used database software and aided partners in tasks up to the paralegal level

- Co-drafted letter to Secretary of State Colin Powell- Handled constituent concerns about the Senator’s positions

- Compiled database of veteran service organizations in the Richmond area- Managed day-to-day office duties and met with constituents