Experience

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  Overwater Ventures

  • Summer Associate

    • Jun 2024 - Present

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  Michigan Climate Venture

  • Ann Arbor, Michigan, United States

  • Investment Associate

    • Sep 2023 - Present
    • Ann Arbor, Michigan, United States

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  Newlin Ventures

  • MBA Associate

    • Oct 2023 - Apr 2024

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  Citi

  • New York, New York, United States

  • Citi Ventures MBA Intern

    • Jun 2023 - Aug 2023
    • New York, New York, United States

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  Great Lakes Coca-Cola Bottling

  • United States
  • Food and Beverage Services
  • 700 & Above Employee

  • Sales Operations Lead

    • Aug 2021 - Apr 2022

    - Responsible for creating, sourcing, and scaling innovative hardware and software projects to improve profitability of sales org- Managed 3 pilots testing and developing deployment of IoT software in single-serve retail coolers to realize a $20M opportunity - Collaborated with hardware vendors to re-design their devices to improve data collection, accuracy, and scalability - Conducted 100 customer installations and built a KPI dashboard for functional teams to use new cooler sales & service data- Transformed prior warehouse layout optimization model from an annual reset tool into an automated, algorithm-driven daily layout and inventory management tool for Reyes Beer Division; first of 40 implementations produced $150k annualized savings

  • Business Analyst

    • May 2019 - Jul 2021

    - Innovated sales process by creating a system that modified line item order quantities, post-order placement, to improve fulfillment efficiency, then led implementation at 30 sales offices, increasing fulfillment productivity by 12%- Designed and built a warehouse layout movement optimization model to improve annual layout reset approach and maximize order fulfillment efficiency, then applied it in 6 facilities, reducing fulfillment variable labor by an average of 5%- Researched and developed a data-driven optimization strategy for forklift-powered order fulfillment (vs by hand), a previously intuition-driven warehouse function, then applied new best practices across 19 warehouses- Built a warehouse efficiency dashboard, attributing cost center KPI performance to underlying activity and personnel drivers, then teamed with leadership to integrate the new metrics into employee performance goals and accountability measures

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  Cybereason

  • Greater Boston Area

  • Financial Analyst

    • Sep 2018 - Apr 2019
    • Greater Boston Area

    - Prepared monthly board updates and data room files analyzing KPIs, sales, variance vs plan, cash situation, and deal pipeline- Modeled expected vs actual customer renewal rates, then worked with sales org to build a plan for reducing customer churn- Built a VBA-driven commissions model automating quarterly sales team bonus allocations and distribution

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  Cambridge Associates

  • Greater Boston Area

  • Investment Associate

    • Jan 2017 - Sep 2018
    • Greater Boston Area

    - Member of a team advising on investment portfolios for 14 clients, totaling $7 billion in assets- Wrote investment recommendations for new commitment proposals after researching funds’ past performance, strategies, structures, and risks- Leveraged asset allocation, performance, commitment sizing and pacing, attribution, and liquidity models to manage portfolios, then prepared and presented monthly portfolio reviews to clients- Performed full diligence and wrote the firm’s research report for a Ukrainian growth equity fund, enabling three clients to invest

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  Glenview Capital

  • Greater New York City Area

  • Economics and Policy Summer Analyst

    • Nov 2016 - Dec 2016
    • Greater New York City Area

    - Interned twice with the economics and policy research team, Jun - Aug 2015 and Nov - Dec 2016- Created a dynamic portfolio look-through to manage company-level macro, judicial, and policy risks- Built and maintained an automated Excel template for longitudinal analysis of consultant opinions- Researched FTC/DOJ M&A review process and history of significant attempted deals- Participated in expert network calls, recruiting new contacts and summarizing research for analysts

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  Bowdoin College

  • Brunswick, Maine, United States

  • Investments Office Intern

    • Nov 2013 - May 2016
    • Brunswick, Maine, United States

    - Worked under Paula Volent, SVP of Investments; part-time during school year, full-time summer 2014- Analyzed longitudinal trends in dividend recapitalizations to better attribute sources of private equity investment returns- Assisted in the development of a liquidity model to manage cash requirements- Built and maintained a monitoring model for international short position exposure- Supported office operations by processing capital calls/distributions and preparing for fiscal year audits

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  Amazon Web Services

  • Seattle, Washington, United States

  • Sales Operations Intern

    • Jun 2013 - Aug 2013
    • Seattle, Washington, United States

    - Corrected AWS reported revenue and billing by $1.3M through researching and correcting domain ownership for over 3000 customer accounts- Beta-tested new revenue management tools, then developed instructions and workflows for implementing the software- Maintained and updated over 1000 client accounts with private database information in Salesforce

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  Amazon Web Services

  • Seattle, Washington, United States

  • Sales Operations Intern

    • Jun 2012 - Aug 2012
    • Seattle, Washington, United States

    - First ever AWS high-school intern- Created and implemented a new process for managing global sales team commission disputes- Researched 2500 AWS customer service inquiries and organized inter-dept. workflow to address misfiled leads that were previously ignored

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  Biking Billboards

  • Greater Seattle Area

  • Co-Founder

    • Mar 2010 - Mar 2011
    • Greater Seattle Area