Experience

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  Actionist Consulting

  • Associate

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  Actionist Consulting

  • Los Angeles, California, United States

  • Business Analyst

    • Mar 2024 - Present
    • Los Angeles, California, United States

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  Yummers

  • San Diego, California, United States

  • Strategic Finance Analyst

    • Mar 2023 - Feb 2024
    • San Diego, California, United States

    Built scalable analytics tools and processes for seed-stage omnichannel pet wellness company; leveraged commercial data to identify, visualize, and unlock growth opportunities across product, price, and place. Sample project work: (1) designed data pipeline on Google Cloud Platform, Python libraries, and Drive to track retail channel sales (78% of weekly volume) and bootstrapped solution with $0 upfront infrastructure cost to organization and scalability for evolving requirements; (2) rebuilt primary financial model within Yummers’s collaborative workplace to streamline monthly reconciliations, reporting to senior stakeholders, and organization-wide forecasting. Led product rollout for account owners; (3) modeled omnichannel sales growth using cohort and unit economics to guide go-to-market and financing activities; and (4) assessed DTC promo effectiveness with mix of quantitative (i.e. payback) and qualitative (i.e. engagement) KPIs.

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  Acutus Medical, Inc.

  • San Diego Metropolitan Area

  • Analytics Consultant

    • Feb 2021 - Jan 2022
    • San Diego Metropolitan Area

    Designed company’s reporting, forecasting, and prioritization processes and tools with Senior Director of Commercial Analytics to facilitate business insights for commercial and executive team. Project work included: (1) leveraging Salesforce and third-party datasets to prioritize sales targets on a product launch. Line exceeded sales targets, yielding >17% of LTM US disposable sales and playing instrumental role in long-term strategy of company; (2) identifying underperforming accounts based on cross-sales and integrating weekly reporting for ExCo; (3) developing US market share reporting tool for Board; (4) designing and delivering Excel tool for sales team to benchmark total procedure pricing against competitive offerings. Developed with 90% cost savings for business (compared to external product); (5) developing pricing strategy for new product family based on comparable product demand across >150,000 units and >$40mm of national spend data; and (6) systematizing OUS quarterly sales data used by leadership for year-end compensation decisions.

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  Pomona College

  • United States
  • Higher Education
  • 700 & Above Employee

  • Tour Guide

    • Jan 2018 - May 2020

    As a tour guide for the Pomona College Office of Admissions, I was one of the first points-of-contact for prospective students and parents visiting campus. Responsibilities included leading tours as needed, greeting guests, continuing dialogue with prospective students should they have questions after their visit, and being available for admissions-related panels.

  • Student

    • Aug 2017 - May 2020

    Graduated magna cum laude with a Bachelor of Arts in economics and a minor in history. Joined the Pomona community as a sophomore transfer student from the University of California, Berkeley. My senior research on differential consumer substitution behavior when faced with product stock-outs received distinction. In my senior year, I also received the Leland M. Backstrand Memorial Award in Economics, the Brystine Prize for Finance in Honor of Gary Smith, and a nomination to join Phi Beta Kappa. Outside of the classroom, I worked with the Office of Admissions as a tour guide and mentored student entrepreneurs with Pomona Ventures. I previously worked for Pomona Consulting Group as a managing director and the Quantitative Skills Center as an economics partner. Over my three years at Pomona, I interned with private equity firms, investment managers, and a large commercial bank.

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  Pomona Ventures

  • Claremont, CA

  • Executive Team Member and Sage Tank Mentor

    • Jan 2018 - May 2020
    • Claremont, CA

    Pomona Ventures is dedicated to inspiring, supporting, and promoting entrepreneurship at the Claremont Colleges through interactive workshops, events, and competitions. Specifically, I focused on kickstarting the entrepreneurial community at the 5Cs through skills-based training, collaborative learning experiences in the greater community, and student-facilitated capstone projects. I also mentored student entrepreneurs over three different incarnations of Sage Tank, the entrepreneurial pitch competition of the 5Cs. Our team seeks to engage with the entrepreneurial alumni of the 5Cs in order to develop long-term pathways for communal growth. Our goal is to deliver the necessary resources for all student entrepreneurs to create, develop, and thrive.

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  Pomona Consulting Group

  • Claremont, CA

  • Senior Advisor

    • Oct 2017 - May 2020
    • Claremont, CA

    PCG strives to expose students to the consulting profession and train them for a career in consulting through hands-on projects with clients and events. Previously served as a Senior Advisor to the executive team. As one of two managing directors in Fall 2018, I guided the club through the semester. This included sourcing community feedback on club projects, organizing recruiting, networking, and social events, and serving as the primary representative for the club. Also previously served as Associate Consultant, Internal Human Resources Solutions. The internal team focused on standardizing semesterly processes.

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  The Holdsworth Group, LLC

  • Pasadena, CA

  • Investment Analyst Intern

    • Sep 2019 - Nov 2019
    • Pasadena, CA

    Completed research on a variety of financings, including significant demographic research on key markets for real estate deals, and synthesized key findings for partner review. Also created questions on transaction strategies and participated in conversations with deal leads and management teams.

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  Wells Fargo

  • San Francisco Bay Area

  • Summer Financial Analyst - Middle Market Banking

    • Jun 2019 - Aug 2019
    • San Francisco Bay Area

    Summer financial analyst role with the commercial banking office in San Francisco. Daily responsibilities included synthesizing inbound financial statements and presenting recommendations to team on annual reviews of outstanding direct and operating credit facilities. Group relationships include middle market firms in financial services, consumer/retail, real estate, manufacturing, and more. Experience in prospecting for new client relationships, participating in meetings with senior bank leaders at the Bay Area headquarters, and conducting financial analysis of consumer/retail and real estate obligations. Internship curriculum also included compliance, financial analysis, credit fundamentals, and relationship management modules, as well as bank-specific networking events.

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  Quantitative Skills Center

  • Claremont, CA

  • Economics Partner

    • Sep 2018 - Dec 2018
    • Claremont, CA

    The Quantitative Skills Center at Pomona College houses a community of scholars dedicated to ensuring that all Pomona students receive the academic support they need in courses that feature a large degree of quantitative and/or scientific reasoning, through our QSC Partners Program. As an economics partner, I provide free support for students seeking extra assistance in courses such as Economic Statistics.

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  Investment Placement Group

  • Greater San Diego Area

  • Summer Associate

    • Jun 2018 - Aug 2018
    • Greater San Diego Area

    Investment Placement Group (IPG) provides result-based financial solutions for individuals, families, and institutional investors. The firm forms alliances with world-class independent advisors in wealth management, estate, and succession planning. The group follow a detailed investment process; the trading team identifies opportunities, while independent research delivers the macroeconomic vision and fundamental analysis needed to make informed decisions. This, coupled with a network of global banks and dealer relationships, provides the clients’ access to institutional thinking and liquidity worldwide. As a summer associate, I interfaced with the key functions of the firm. Much of my work was directly related to the high standard of legal and ethical compliance that IPG stands for as an investment advisory group. I developed a deep understanding of the client onboarding process and operational functions associated with account management through maintenance of hundreds of different accounts. This includes extensive experience on the Pershing NetX360 system. Additionally, I completed due diligence on prospective clients, conducted some independent equity and fixed-income research, inventoried more than 2000 accounts filed in our San Diego office, and derived client repayment obligations owing to changes in the SEC’s policy toward 12B-1 fees. As a capstone project, I authored a proprietary training manual for the onboarding and maintenance of client accounts.

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  The Meyer Shaffer Company LLC

  • Santa Monica, CA

  • Investment Analyst Intern

    • Jan 2018 - May 2018
    • Santa Monica, CA

    Analyzed private market opportunities in venture capital, private equity, and private debt in the financial services sector. In addition, my responsibilities included researching and analyzing macroeconomic trends to pitch actionable investment opportunities in public markets. I also engaged with entrepreneurs in early and mid-stage startups seeking advisory and financial services through The Meyer Shaffer Company LLC.

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  University of California, Berkeley

  • Berkeley, CA

  • Student

    • Aug 2016 - May 2017
    • Berkeley, CA

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  Global Vantage

  • Greater San Diego Area

  • Chief Financial Officer

    • Sep 2012 - Jun 2016
    • Greater San Diego Area

    Global Vantage is a chapter of the parent organization Global Journal Project. As a student-run chapter of the GJP, GV works towards not only sharing stories to break down cultural and socioeconomic borders between people around the world, but also empowers our members with business and communication skills that can only be achieved through experience. In order to achieve its goals, the organization publishes a magazine once a trimester, which consists of articles solicited from authors around the world. As Chief Financial Officer at Global Vantage, I worked to make sure that the financial side of business ran as smoothly as possible, on top of spearheading the grant team and ensuring that all members of the organization received opportunities to lead in their own right.

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  PRS Model UN

  • Member and Financial Director

    • Sep 2012 - Jun 2016

    As a member of the Pacific Ridge School Model UN Club, I travelled to multiple national conferences and helped to organize North County Regional Conference 2013. In my senior year, I managed PRSMUN's finances to ensure that every student had the opportunity to attend at least one conference.

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  Pacific Ridge School

  • Carlsbad, California

  • Student

    • Aug 2010 - Jun 2016
    • Carlsbad, California

    I attended Pacific Ridge School from 2010 to 2016. In my six years at PRS, I consistently achieved Dean's List recognition and received the Purposeful Life and Founder awards in the 8th and 10th grades, respectively.

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  North San Diego Business Chamber

  • Greater San Diego Area

  • Municipality Expense Analyst

    • Jul 2015 - Sep 2015
    • Greater San Diego Area

    Researched, analyzed, and recommended ways in which specific forms of public spending could be redirected to contractors within the County of San Diego as part of the Chamber’s annual Think Local First campaign. Worked with college-level interns to divide workload, request public spending reports from various municipalities, analyze raw spending data received, research key contracts awarded by local governments, and format findings in a final report.

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  Pitch it Forward

  • Participant

    • Oct 2013 - May 2014

    As a participant in the first year of Pitch it Forward, I worked directly with other athletes across San Diego County to improve our collective leadership skills both on and off the athletic field. Through monthly seminars, featured speakers, and multiple ethically and morally complex questions that were posed to us throughout the program, the participants were able to improve our leadership qualities and set themselves up for success in school, athletics, and the business world.