• Led 15+ buy-side and sell-side due diligence and growth strategy projects, generating $10M+ in firm revenue; collaborated with senior leaders to develop strategies and steer pivotal investment decisions for private equity and C-suite executives• Developed financial models and frameworks for opportunity evaluation; triangulated industry research, competitive benchmarks, and data analytics to identify growth opportunities, and utilized structured problem solving to manage complexity and ambiguity• Prepared and delivered due diligence reports and data-driven presentations, synthesizing complex data into clear, actionable insights; effectively managed client interaction, communicating proposed recommendations to stakeholders• Spearheaded team meetings to align on strategy, drive prioritization of initiatives; identified and addressed potential risks/roadblocks, deliberated key findings, corrected inefficiencies, and anticipated client needs• Initiated 1:1 meetings with junior team members to provide direct feedback, coaching and mentorship; led collaborative discussions to define career goals and offered opportunities to enhance their professional and technical skill setsSelect Project Experience • Led due diligence to evaluate sale asset’s competitive positioning and business sustainability; created market report and conveyed critical insights across multiple buyer calls to help facilitate acquisition by a PE firm; resulted in $120M all-cash transaction• Evaluated $200M+ acquisition target; identified $20M in potential synergies (i.e., cross-selling, scalability enhancements, cost efficiencies, streamlined operations) and reinforced strategy for portfolio diversification and expansion in emerging markets• Led capabilities assessment and in-depth sizing and analysis of current and target markets to drive go-forward strategy; identified $95M EBITDA in adjacent markets and whitespace opportunities to achieve near-term financial objectives

• Managed client relationships, operations, and business development for top ranked, financial advisory practice with ~$2B AUM operating as a family office to Ultra High Net Worth clients • Acted as unofficial Chief of Staff, collaborating with Advisors as a trusted thought leader to effectively strategize new priorities for future growth; managed high priority projects, implemented strategic initiatives, and measured progress of key priorities • Facilitated onboarding and consultative financial management for new client family, resulting in $32MM AUM, $1MM mortgage refinance and a $5MM construction loan• Owned communication with clients, architects, and general contractors throughout the construction loan process to ensure alignment on costs and timing; relayed essential information to the Merrill construction loan team to secure timely financing • Conducted SWOT analysis to identify CRM inefficiencies; implemented new technological solutions and developed best practices to optimize and streamline operations; increased overall team productivity, boosting proactive engagement by 60%• Facilitated the identification, tracking, advancement, and closure of $229M in opportunities within less than a year• Led cross-functional collaboration to develop dynamic, custom cash flow projection for a Private Equity executive to capture the complexities of his alternative investments, capital commitments, and philanthropic spending goals; resulted in $25M new AUM • Created, monitored and presented 10+ custom analytical tools and reports advising ultra-high net worth clients on current and projected net worth, RSU evaluation, cash flows, credit and lending, asset-liability matching strategies

• Client relationship manager and administrative operations lead for financial advisory group managing ~$245MM AUM• Streamlined overall business processes to systematize and improve asset management of 350+ client relationships; analyzed client base to optimize financial planning efforts, increasing team’s asset productivity by 15% within 1 year

• Consulted 500+ clients, beneficiaries and executors in transitioning estate, trust, and divorce settlement assets• Trained new associates, resolved escalated issues quickly, and owned high-profile client situations as requested by management