CV
I lead corp dev at Copado, the intelligent AgentOps platform for Salesforce.
Previously, I navigated tight deadlines into the AMs on a 9-person, $2B AUM team at Partners; coached 100+ students while managing Ace Bridge's 8 teachers, finances, and brand; and built solutions to maximize retention for Tricky Bridge's 1M users learning 4M lessons.
I like to build web apps, play bridge, jam on the melodica/sax/piano, cycle), read David Foster Wallace, cook (4 Hour Chef), watch tennis (Goff, Pegula, FAA, Paul), and listen to New Orleans brass music . I'm top 10 in New Orleans on Beli. I hate how the Saints/Pelicans are dumpster fires.
Experience
- Own inorganic growth strategy and KPI/revenue calculations for internal and external parties.
- Lead end-to-end M&A diligence: market sizing, financial modeling, and competitive analysis.
- Prepare reverse due diligence materials to assist investors (Insight, SoftBank, etc.) for portfolio company analyses.
- Secured a $110M top-up for an existing HNW client, the largest of 2024, by developing a customized illiquid commitment model that optimized portfolio risk-return balance tailored to the client's liquidity constraints.
- Won the office's first new client in two years ($200M endowment) by leading pitch development, creating 38% of the materials, and driving the client onboarding process.
- Increased team efficiency by implementing SharePoint as the office's central hub, saving the team 10+ hours per week and eliminating fears of losing files.
- Built a tutoring businessby managing 100+ client relationships and eight contractors.
- Produced 5+ YouTube tutorials, boosting visibility and securing 18 glowing customer testimonials.
- Managed finances while teaching bridge lessons, learning to prioritize customer needs and explain complicated concepts.
- Co-led product management for Tricky Bridge, an iOS app recognized as Apple's #1 "Indie Games We Love" at launch, achieving 1M downloads and 4M lesson targets.
- Improved user retention by 20% through data-driven insights derived from Amplitude cohort analyses and actionable roadmap updates.
- Enhanced app quality through rigorous UX reviews, recommending key improvements to the AI play engine, and prioritizing development goals.
- Produced video content that grew the app's YouTube channel to 1,000+ subscribers, amplifying engagement and broadening its audience reach.
Education
B.S. Cognitive Science, Data Science Certificate
Activities: Bridge Club (Founder), Whaling Crew, Title IX Advisory Board, Entrepreneurial Society, Chess Club, Peer Wellness Cultivator, LEO