Lead engagements for private equity and corporate clients using data science, machine learning, and AI to answer strategic and operational questions

- Developed financial models and regular market intelligence reports across VC, commercial, and internal datasets- Leveraged Python, R, SQL, D3,js, and Google Colab to provide written and self-serve reporting dashboards- Implemented web scraper and proprietary market valuation database, delivering critical data for strategic prioritization and scripting routine data-gathering tasks- Developed first employee engagement survey of 30 FTEs and delivered recommendations for improving engagement- Led yearly planning process, allocating $10M of spend, OKRs for 8 senior staff, and company-wide project prioritization- Implemented company data strategy, allocating $250k of budget for data sources and analysis covering clinical pipelines, market forecasts, investor landscape, and chemistry- Drove business development strategy, resulting in 4 term sheets with total deal values up to $10M- Developed pitch materials, financial models, and communication plans leading to successful close of $2M seed financing

- Develop curriculum and teach MBA-level data science bootcamp in Python, R, and SQL- Focus on basic coding skills, production machine learning concepts, and artificial intelligence / deep learning methods

- Managed team of 2 and collaborated with client executive team to develop data-driven customer segmentation and sales coverage / compensation strategy, delivering a revenue uplift model projected to generate $1B+ incremental sales- Led development of multiple regression model in Python for global retailer, leading to improved in-store placement- Managed team of 3 and collaborated with client executive team at a global insurer to implement agile development strategy for a new consumer product, leading to improved health outcomes for client’s largest customer segment- Managed team of 3 to lead customer analytics plan for a global insurer, leveraging decision-tree regression to improve depth and consistency of customer insights leveraged in updated national marketing, pricing, and acquisition strategies

- Managed junior analyst to deliver COVID response plan for a global dairy retail client, leading to updated national strategies for placement, cross-promotion, and packaging projected to generated $500M incremental revenue- Developed new-market entry strategy for PE client, resulting in $10B expansion into distressed credit- Supervised and coached junior staff to deliver analytical and qualitative insights and align with company culture

- Developed pitch materials, financial models, and communication plans leading to successful close of $2M seed financing- Directed financial valuations using DCF and hybrid option pricing models, enabling share issuance and contract valuation- Used web scraping techniques to create proprietary pharmaceutical market database enabling new program valuation

- Developed financial and business models for multiple new ventures in SaaS-based LMS and educational delivery

- Automated product investigation process by developing guided workflow platform for users across all levels of technical expertise, reducing human touchpoints from 4 to 1 per investigation and improving investigation time by over 90%- Secured 2019 budget of $200k by creating alignment among leadership using business case and technical roadmap

- Managed all data science and analytics across sales, service, operations, and finance functions for 150-person call center- Diversified regular report output from 3 reports to over 20, serving insights to over 300 internal stakeholders- Improved data request ticket closure time from 2 weeks to 2 hours by fostering relationships with external data owners- Reduced sales staffing costs 29%, saving $360k, by developing call volume forecasting engine in R and teaming with sales leaders to implement targeted scheduling for representatives- Improved customer service representative onboarding time by 20% by consolidating hiring and performance management databases using SQL and R and making data-driven recommendations to training teams- Managed implementation of SQL database integration; coordinated data access automation across 4 internal and external teams, leading to synthesis of new insights for stakeholders across all business units for 1MM contacts per year- Led 30-person executive team in data literacy training, improving cross-functional and customer-facing communication

- Named top performer for 8 of 14 months, evolving sales approach from hard-sell to relationship management- Improved team close rate by 50% through training and mentorship; grew sales by $1.5MM via new marketing insights

- Taught SAT, ACT, PSAT, GRE, GMAT, and SAT subject tests to students preparing for exams- Led hundreds of students in in-person classroom sessions covering thousands of pages of test-prep material- Tutored and mentored ~50 private students, resulting in 6 perfect scores and score improvement for 100% of students- Accepted to Kaplan Leadership Development Program based on 90th-percentile teacher rating

- Performed with MET Opera in concerts, recordings, and radio broadcasts- Performed with Seattle Symphony in majority of season programming- Acted as guest principal trumpet of American Symphony orchestra- Organized Seattle Chamber Brass yearly educational tour, leading to hundreds of students’ first experiences with music- Organized a studio of over 20 concurrent trumpet students; delivered remote lessons via live video for distant students