Graduate Industrial Design Program

Software Strategy, Value Creation, Mergers & Acquisitions

Led commercial strategy and digital product diligence COE in the Transaction Advisory Services group, supporting private equity clients for all stages of the M&A lifecycle.• Led the Commercial Strategy offering for Transaction Advisory Services through a proprietary methodology blending product strategy, TAM/SAM market sizing, and sales operations to maximize private equity clients' portfolio value.• Confirmed the sustainability of the business value derived from the product and identified future growth opportunities by leading a digital diligence capability for buy-side and sell-side private equity transactions.• Mentored four junior team members and one experienced hire in the unique approach to servicing clients throughout the M&A lifecycle.• Directed internal development strategy with Corporate Finance and Business Services, including responsibility for standardizing messaging, go-to-market pitches, and all supporting documentation.

Formalized the product offerings for an OT cyber security startup serving a fortune 100 customer• Productized a custom offering impacting sales and implementation with a standardized approach• Developed an investor presentation outlining the financial opportunity of the proprietary IP

Expanded the technology diligence offerings with multiple digital diligence products servicing buy-side private equity and commercial clients• Developed a digital product diligence offering with standardized maturity models covering 16 areas of analysis including, product management, product design, and overall market competitiveness• Delivered the digital product diligence offering to inform over 15 individual private equity buy-side deals covering product management, product design, and product competitiveness• Defined the organizational value for a proposed acquisition of a digital transportation and warehousing platform for a Fortune 50 client

Leading future strategy growth initiative for JDP Global Head of Automotive to augment voice of customer insights with vehicle telematics data• Managed a lean, team of five data scientists, designers, & subject matter experts to accelerate roadmap realization and deliver a complete capability in less than 18 months at 10% of the cost of competitors• Created a go-to-market plan by building a proprietary database of live vehicle data covering all major manufacturers and functional systems• Lead the development of a unified data anonymization system to address partners’ PII challenges and deliver a final product which tracks individual patterns from randomized data• Created a single, descriptive data model in Tableau consisting of raw data from over 200,000 vehicles and across multiple 3rd-party sources• Lead my team's data scientists to create a machine learning tool that allows clients to predict vehicle performance based on scenarios at an 85% accuracy rate• Verified our analysis from our connected vehicle fleet with a high P-Value for customers using a modular data cleaning and classification process

Expanded the product management offerings for digital transformation and merger and acquisition services• Rolled out a product due diligence service that evaluated the effectiveness of the product organization and was delivered to over 30 mid-cap financial sponsors• Protected historical market share from new competitors in the affiliate marketing space for a leading e-commerce platform by leveraging “Growth Hacking” strategies for customer acquisition • Reduced provider expenses and improved outcomes for a major healthcare payer through the development of a data driven integrated primary care and insurance start-up• Directed a major healthcare payer to maximize ROI on new product development through a new governance process integrating product and business organizations• Guided the product activities during the acquisition and consolidation of multiple electronic health record (EHR) systems for a top-10 private equity firm ending with multiple #1 ratings for merged platforms

• Improved the efficiency and increased the functionality of a top-10 loan origination system (LOS) used by over 600 banks by using human-centered design to reduce 1600 individual screens to 45 modular screens• Doubled the average revenue per user for a top-3 consumer tax preparation company by designing a complete end-to-end product management process, then training existing employees to operationalize • Simplified customer service for a top-5 casualty insurance company by redesigning the mobile experience, resulting in a 5x increase in adoption and a 75% reduction in build costs

Served as an internal consultant to major auto manufacturers to reduce sales risk for alternative fuel vehicles through consumer research• Guided alternative fuel vehicle planning for major automakers by creating a proprietary algorithm to predict sales performance based on vehicle attributes• Developed a brand appropriate non-traditional vehicle packaging concept for an ultra-luxury brand• Identified sales opportunities within Generation-X using experiential consumer research for a major luxury vehicle manufacturer

• Increased segment market share by 30% to become the segment leader for a top vehicle manufacturer by designing a new vehicle platform variation• Conducted qualitative consumer research to identify quantitative measures to represent buyer behavior for alternative fuel vehicles• Assisted in research involving existing heads-up display vehicle owners and augmented reality systems for a tier-1 OEM supplier• Assisted in conducting qualitative research for a top import automaker evaluating existing and competitive customer feedback on exterior design

In this project I developed advanced concepts for ways to integrate smart home technology into an integrated appliance ecosystem.

Founded and built from scratch, an aftermarket automotive wheel manufacturing company. Designing and managing the complete end-to-end process from raw aluminum to finished wheels ready for delivery.• Marketed and sold all retail wheels completely online with a core focus on areas of the country with low access to brand name distributors.• Designed and managed the engineering of all wheels with a strategic focus on delivering a truedomestically manufactured forged racing wheel at an imported cast wheel price-point.• Due to manufacturing cost innovation, white-label manufactured aftermarket wheels confidentially for many of the leading name-brand racing wheels.