President

Chief Operating Officer

We're making benefits better. Our mission is to deliver a seamless voluntary benefits experience that improves employee engagement, health and financial well-being. We aim to both be a trusted guide for protecting and enriching employees’ lives, while also helping companies meet their hiring and retention goals. We do this by offering a robust voluntary benefits & discounts catalog, a personalized user experience driven by AI and machine learning, and streamlined payroll administration, at no cost to clients. Our platform contributes to a 2X lift in employee tenure, helping clients in a world where retaining employees is becoming harder and harder. Responsibilities include: - Company Strategy and Annual Planning - Revenue Optimization, Business Operations, & Financial Analytics - Roll-out of OKR framework and KPI tracking across the organization - Ops: SalesOps, Operational and Workflow Process Improvements; CRM deployment - B2C Growth Marketing - Program Management

Director of Product Operations

Part of company executive team and led Product Operations team across Finance, Revenue, Enrollment, and Data Operations: Finance. Drove fundraising analysis efforts and supported CEO to ultimately secure $23.5m in Series B funding. Owned P&L planning, forecasting and reporting. Worked closely with CEO on financial strategy, forecasting & budgeting, and board meeting prep. Managed outsourced accounting firm for monthly reporting and budgeting. Revenue Operations. Brought transparency into revenue by developing and implementing infrastructure to produce automated monthly reports across 100+ insurance carriers. Reconciled and collected ~30% of 2016 and 2017 revenue from carriers, originally lost due to enrollment breakage. Built BizOps org within Stride to analyze core company metrics and unlock areas of opportunity for the business. Enrollment Operations. Managed operations to enroll health insurance members by implementing process management, building enrollment automation, and managing outsourced team of 30 seasonal contractors. These efforts resulted in successful health insurance enrollment of rapidly growing member-base - 300%+ y/y growth. Data Operations. Scoped and executed on key activities to ensure Stride website had a full and accurate marketplace of health benefits, price, doctor network, and drug data in time for Open Enrollment. General Operations. Conducted contract review and negotiations with carriers, and handled legal, finance and compliance issues with outsourced accounting firm.

Co-Founder, Co-CEO

Footsteps is a mobile app and software platform that enables better physical therapy patient recovery through video content, real-time therapist communication, gamification of progress milestones, and social support.

Private Equity Associate

Diligenced new deals in the industrial chemicals, software, services, and technology hardware & supply chain industries. Responsibilities included financial modeling, market landscape research, and running diligence processes of management consulting, legal, accounting, HR, environmental, and other third party diligence teams. Accountable for several portfolio companies' day to day financial reporting and assisted with M&A strategy for these companies. Specialty Chemicals Company, $425M Buyout. Performed business and financial due diligence with 4-person deal team. Responsible for market and competitor research, supervised junior Associate, and created deal model. Worked with lawyers to negotiate management equity and closing documentation. Technology Hardware Company, $208M Add-On to existing Portfolio Company. Built operational model to project business, and created LBO model to assess leverage sensitivities. Sole creator of investment committee presentation. Portfolio Company. Interim M&A VP after company VP departed: evaluated potential acquisitions and project-managed acquisition processes.