Chicago, Illinois, United States
Strategic finance professional with experience on high-performance teams across investment strategy/asset planning, strategy/management consulting, and investment banking. Industry experience: •Media & Telecom — MNOs, Digital Infrastructure, Satellites — 8yrs •Deep Tech+Space 2.0 — 4yrs •Retail Foodservice — 2yrs •Oil & Gas — 1yr •Automotive Retail Software — 1yr ~~~~~ •Racquet Sports — >15yrs
Advised automotive retail software entrepreneurs and executive operators to secure private financing for strategic alternatives. Coordinated with KeyBanc Capital Markets’ Tech & Business Services Group IB team to execute project mandate.
P&L responsibility for market intelligence (MI) platform covering global satellite communications industry: • Improved product quality targeting industry executives & investors, advanced business development revenue cycle (e.g., multi-year recurring enterprise-level contracts), and built well-received conference to complement weekly MI distribution • Leadership experience coaching/mentoring six team members to drive business development momentum and impactful MI • Platform turnaround success enabled strategic review process resulting in monetization event (Finance Information Group to Royal Media, 2021)
Corporate career break working as a tennis and platform tennis professional. Racquet sports background: • Earned United States Tennis Association (USTA) district (Chicago), sectional (Midwest), and national junior amateur rankings in singles & doubles competition • Earned American Platform Tennis Association (APTA) national ranking Coaching highlights: • Travelling coach with competitors at USTA district, sectional, and national junior amateur tournaments • Hitting partner to Top 100 USTA national junior amateurs and NCAA tennis athletes Coaching priorities & transferrable skills: • Setting a standard of excellence • Creative problem solving • Self-reliance under pressure (singles) • Perseverance • Building a strategy around strengths • Teamwork under pressure (doubles)
Strategy consulting engagements focusing on scenario planning and asset valuation for Oil & Gas clients: • Notable transaction— strategic advisor to Spectra Energy (n/k/a Enbridge) board/executive team on $1.5bn acquisition of the Express-Platte Pipeline System crude oil midstream asset • Proactively coached/mentored junior Associates, collaborating on business development, client assignments, and transactions f/k/a PFC Energy— acquired by IHS Markit (2013) and S&P Global (2022)