CV
By day, I lead corp dev at Copado, the #1 solution for enterprise-level Salesforce DevOps, testing automation, and AI. By night, I build tools, the most recent being a promo code LTV dashboard (others here).
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 enjoy playing bridge, melodica/sax/piano, and New Orleans brass music. I'm ranked 18th in New Orleans on Beli. Besides food, I mostly think about how the Saints/Pels seasons will be dumpster fires.
Experience
- Own inorganic growth strategy and KPI calculations while reporting to the CFO.
- Build 3-year financial budget projections.
- Develop M&A models and investment theses to project retention, feature adoption, and revenue attribution.
- 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 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 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 (President), Title IX Advisory Board, Entrepreneurial Society, Chess Club, Peer Wellness Cultivator