Experience

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  Health Business Group

  • Boston, MA

  • Healthcare Strategy Consultant

    • 2011 - Present
    • Boston, MA

    Work on case teams and provide strategy consulting services for clients in the healthcare industry. Example projects include:• Determined the pricing and packaging strategy for a portfolio launch of next generation clinical decision support tools• Helped a private equity firm evaluate an invest...

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  Wellesley Strategy Advisors

  • Wellesley, MA

  • Strategy Consultant

    • 2012 - Present
    • Wellesley, MA

    Provide consulting services for clients directly and through other consulting firms. Services include: business strategy, market research, and business and financial modeling. Client sectors include: healthcare, technology, private equity, venture capital, and wealth management. For a full l...

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  Lineage Capital

  • Boston, MA

  • Market Research Consultant

    • 2006 - 2010
    • Boston, MA

    • Took on market research and business development initiatives to help a private equity firm improve and grow its portfolio companies in the consumer products, business services, and manufacturing sectors• Created project plans, wrote surveys, developed target call lists, conducted interviews, an...

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  Atlas Capital Advisors

  • San Francisco, CA

  • Managing Director

    • 2002 - 2008
    • San Francisco, CA

    • First professional hired and worked alongside the founder to develop the firm’s investment management strategy, wealth management services, marketing collateral, and sales tools• Created investor pitch book used to help grow assets under management from $0 to $200MM+

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  Agilent Technologies

  • Palo Alto, CA

  • Director New Ventures (Electronic Products & Solutions Group)

    • 2000 - 2002
    • Palo Alto, CA

    • Made investments to grow the company’s largest business group into areas beyond its established business lines• Managed an internal incubator and screened, selected, and helped grow start-up businesses• Partnered with Corporate Development team to identify and evaluate prospective acquisition t...

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  Hewlett Packard

  • Palo Alto, CA

  • Marketing Manager

    • 1996 - 2000
    • Palo Alto, CA

    • Held product management and strategic planning roles. • Products supported included: video server, wireless broadband transceiver, software support service, and a blade communication infrastructure server.

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  Bell Northern Research (R&D for Nortel Netw...

  • Ottawa, Canada

  • Strategic Planner

    • 1992 - 1994
    • Ottawa, Canada

    • Identified, defined, and determined implementation architectures for next-generation services• Focus areas included: broadband technologies, and display-based, data, and voice recognition services