CV
I love learning. My background is in finance, cognitive science (behavioral economics), and data science.
I have a builder's mindset. I enjoy vibecoding to test ideas, the most recent being a two-way volunteering marketplace to match volunteers with local nonprofits. As the founder of Ace Bridge, I built a tutoring company to $3K+ MRR by understanding customer needs. As a product manager at Tricky Bridge, I increased user retention by diagnosing key issues. I'm now at Copado finding + vetting M&A targets on a team of 2.
Outside of work, I play bridge, read nonfiction, channel my inner David Foster Wallace into verbose Beli/Strava reviews, and hope next Saints/Pels season won't be a dumpster fire.
Experience
- Responsible for executing inorganic growth strategy, due diligence, and reverse due diligence while reporting to the CEO, CFO, and Corp Dev SVP.
- Compile and prepare data financial and retention data for quarterly board presentations.
- Built 3 year outlook financial budget, including revenue, EBITDA, and cash flow projections.
- Built acquisition evaluation models and investment thesis memos using user retention trends, feature adoption, and revenue attribution.
- Conduct due diligence on potential acquisition targets, including market sizing, financial modeling, and competitive analysis.
- Secured a $110M top-up for an existing 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) by leading pitch development, creating 38% of the materials, and driving the client onboarding process.
- Increased efficiency by implementing SharePoint as the office's central hub, saving the team 10+ hours per week.
- Built a tutoring business with $3,000 in monthly recurring revenue by managing 90 client relationships and six 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), Entrepreneurial Society, Chess Club