Experience

Eagle Venture Lab

• United States
• Financial Services
• 1 - 100 Employee

• Chief Analytics Officer

  • Jul 2022 - Present

  The venture studio affiliated with Eagle Venture Fund that accelerates the launch of SaaS apps that make the world a better place. We turn a SaaS entrepreneur's vision into a great product in a fraction of the typical time, cost, and risk.



Profit Inc

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder and Head of Product

  • Nov 2020 - Present

  SaaS-based fintech app that delivers insightful and actionable analysis to clearly reveal the profitability of each customer and offering (products or services), enabling management teams to confidently take action to dramatically improve overall profitability and business value.



Pro-Forma

• United States
• Financial Services

• Head of Product

  • Jun 2021 - Present

  Business planning platform that empowers entrepreneurs to refine their vision, validate assumptions, build investor-ready plans, prepare pitches, and successfully launch using our suite of tools.



Startup Financial Model

• United States
• Software Development

• Product Manager

  • Sep 2018 - Jun 2021

  (Predecessor to Pro-Forma) My role included advising entrepreneurs in developing financial projections, modeling business plans across dozens of industries and business models, determining cash flow and capitalization requirements, managing new development for the web app and Excel tool.



Capital Works

• Investment Banking Associate

  • Apr 2020 - Oct 2020

  Dallas-Fort Worth Metroplex Fintech that combined investment banking services with proprietary financial analytics for middle-market companies. Capital Works was acquired by JP Morgan Chase as part of the new Capital Connect platform.

• Senior Analyst

  • Jan 2019 - Apr 2020

  Dallas-Fort Worth Metroplex



Boldmore Growth Partners

• United States
• Investment Management

• Analyst

  • May 2018 - Jan 2019

  ◦ Supported consulting clients by building industry analysis, profitability analysis, and monthly performance analysis ◦ Built multiple web apps to tech-enable legal services



ProCare Physical Therapy, Inc.

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Data Analysis Intern

  • May 2017 - Jul 2017

  Towanda, PA ◦ Analyzed patient arrival rates, discharge rates, and other operational metrics ◦ Presented metrics to the leadership team ◦ Automated a daily data reporting process, saving hours each week



navitend

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Sales Intern

  • May 2016 - Aug 2016

  Byram Township, NJ ◦ Provided research to inform Navitend’s sales strategy ◦ Conducted approximately 2,000 B2B cold calls ◦ Developed a scalable cold-calling process to track sales metrics ◦ Developed software to feed Google Analytics data into Navitend's custom database