Experience
Roles
Engagement Manager
Actionist is a boutique management consulting firm founded and led by ex-McKinsey consultants. As Engagement Manager, I led teams of 3–4 consultants across engagements for technology, financial services, and consumer clients. Select highlights:
- AI & Technology: Led an AI efficiency diagnostic and governance design at a $1B insurtech company; diagnosed engineering and product efficiency barriers at a $3B+ networking technology company.
- Strategy & Financial Modeling: Built a 5-year financial model and board-level materials with the CFO of a public financial services company; developed an acquisition investment thesis for a CEO ahead of discussions with a $30B+ acquirer.
- Operations & Execution: Led marketing org redesigns, product launch PMOs, sales incentive redesigns, and service delivery transformations across Fortune 500 and growth-stage companies.
- Due Diligence: Completed 5+ commercial due diligences across financial services, technology, consumer goods, and industrials for PE investors.
Associate Consultant
ZS Associates is a global management consulting firm focused on strategy and analytics. I conducted commercial strategy and analytics engagements for Fortune 500 pharmaceutical and healthcare companies.
- Built revenue and volume forecast models to assess payor-manufacturer contracts and advise on contract decisions.
- Developed a global market access strategy (EU, Canada, US) through scenario planning and executive interviews.
- Conducted 50+ primary research interviews to inform new product pricing strategy for an $80B+ pharmaceutical company.
- Oakley: Project Engineering Intern.
- Amazon: Project Manager Intern.
Education
Bachelor of Science, Mechanical Engineering