• Industry Experience: Diversified consumer financial services company. Primarily focused on marketing and product strategy in USA consumer credit card division.
• Product Innovation: Developed innovative product, service and marketing solutions to solve customer needs. Launched and actively contributed to internal blog about innovation, focusing on trends and innovations from a wide range of industries and applying insights to financial services.
• Marketing Strategy: Managed strategy, budget and team focused on suite of products and strategies aimed at building customer loyalty and engagement. Managed complete product lifecycle, ranging from customer needs evaluation, product strategy, product launch planning, marketing communication plans, execution in market and performance analysis.

InCode Telecom Group, Inc.
Senior Consultant, Business Strategy Group
Reston, VA
2004-2005

• Industry Experience: Technology and business strategy consulting services to the wireless telecommunications industry.
• Project Experience: Prominent roles in delivering product strategies for multiple Fortune 100 clients, projects spanning a range of scopes and functions. Primary project topics included network infrastructure strategies, wireless-wireline convergence and MVNOs.

Illinois Ventures, LLC
Summer Investment Associate (MBA Summer Internship)
Champaign, IL & Chicago, IL
Summer 2003

• Industry Experience: Early stage venture capital firm focused on technology originating from the University of Illinois system. Evaluated software and basic engineering investments.
• Investment Analysis: Conducted due diligence of 11 investment proposals, focusing on market, competitive, financial and business plan analysis. Wrote six Investment Memorandums for presentation to the Investment Committee. Funded four transactions.
• Strategy Development: Created due diligence procedures and templates for market, competitive and customer analysis.

C-SAM, Inc.
Manager, Finance & Associate, Business Development
Chicago, IL & London, England
2000-2002

• Industry Experience: Wireless application start-up concentrated on developing digital wallet and payment platform for mobile devices. Primary clients included major wireless carriers and financial institutions
• Leadership: Managed financial analysis team, overseeing financial plans for all projects globally.
• Business Development: Aided senior management in raising investment capital by presenting to potential investors. Designed approximately 15 business proposals and projects in a small team environment, focusing on European business development. Attended industry conferences in Europe and US to present the company and build business relationships.
• Strategy Development: Developed and wrote company business plans and financial projections. Constructed corporate strategy, business cases and revenue models, collaborating with senior executives in finance, business development and product development.
• Financial Analysis: Designed financial models for over 15 business plans and projects, creating template models for all analysts in firm.
• Industry Analysis: Led continual monitoring of industry trends, competitive landscape and intellectual property position of company.

Cherokee Equity Holdings, LLC
Investment Analyst
Raleigh, NC
1998-2000

• Industry Experience: Private equity investment firm (sister firm of Cherokee Investment Partners, a $255 million fund) concentrated on performing leveraged build-ups executed through purchasing ownership stakes in privately held companies.
• Investment Analysis: Analyzed 30 potential acquisitions and closed $6 million asset purchase. Conducted financial modeling analysis and accounting examination of financials.
• Valuations: Evaluated business plans and prepared valuations using discounted cash flow and earnings multiples methods. Designed deal structures and purchase proposals for acquisition targets.
• Strategy Development: Wrote sections of business plan and built consolidated financial model for purposes of raising investment capital.

Carnegie Mellon University, Tepper School of Business
MBA, Master of Business Administration
Pittsburgh, PA
2002-2004

• Concentrations in Finance and Accounting.
• University Honors (Top 10% of Graduating Class).
• Beta Gamma Sigma Honor Society.

University of Virginia
BA, Bachelor of Arts in Economics
Charlottesville, VA
1995-1998

• Dean's List.
• Graduated in three years.

• Voracious reader, experienced sailor (cruising and racing); other interests include photography, hiking and travel.