Over a 10-year consulting career, progressed from Consultant to Associate Partner, leading portfolios representing $10M-$16M of annual client delivery and originating $1M-$3M of annual sales. Managed cross-functional teams of 4-20+ professionals across more than 200 engagements, overseeing project delivery, executive stakeholder management, business development, and client relationship management. Key areas of expertise include: • Strategic Planning & Growth Strategy – Market assessments, growth initiatives, go-to-market strategy, pricing and packaging, customer analytics, operating model design, and strategic planning for Fortune 500 companies, private equity investors, and growth-stage businesses. • Business Transformation & Value Creation – Led transformation programs, PMO/PMI efforts, organizational effectiveness initiatives, performance improvement programs, synergy realization efforts, and post-investment value creation initiatives. Supported management teams in translating strategic priorities into actionable execution plans. • Strategic Finance, M&A & Capital Allocation – Led 100+ strategic assessment and transaction-support engagements evaluating market opportunities, business performance, operating models, growth initiatives, customer needs, and financial outcomes. Extensive experience supporting investment, financing, acquisition, restructuring, and capital allocation decisions. • Capital Markets & Financing Transactions – Supported major financing and restructuring situations, including asset-backed securitization (ABS) transactions, lender diligence processes, ratings agency interactions, and large-scale financing transactions. Recent experience supporting financing diligence efforts associated with CoreWeave's $8.5B DDTL 4.0 transaction. • Technology, Digital Infrastructure & Innovation – Deep experience across telecom, broadband, digital infrastructure, cloud, AI infrastructure, data centers, software, and technology-enabled business models. Recent work includes evaluation of GPUaaS platforms, AI infrastructure ecosystems, fiber network strategies, and emerging digital infrastructure investment opportunities. Prior to consulting, served as Director of Corporate Finance at Care.com, where responsibilities included FP&A, strategic planning, valuation, investor relations, corporate development, executive reporting, and IPO preparation. Partnered closely with executive leadership and external advisors on strategic finance, capital allocation, and growth initiatives. Combines rigorous analytical problem-solving with practical execution experience, helping clients navigate complex strategic, operational, financial, and investment decisions.

Promoted five times over a six-year tenure from Marketing Associate to Director of Corporate Finance. Led FP&A, strategic planning, forecasting, valuation, and executive reporting processes supporting senior leadership and the Board of Directors. Played a key role in IPO preparation efforts, partnering closely with executive leadership, Morgan Stanley, and other external advisors on financial planning, investor communications, and capital markets readiness activities. Supported corporate development initiatives, including acquisition evaluation, financial diligence, valuation analysis, business case development, and integration planning. Partnered with executive leadership on investor relations, earnings preparation, capital allocation decisions, and broader strategic finance initiatives. Developed financial models, operating plans, executive presentations, and board materials used to support growth, financing, and strategic decision-making across the organization.