Invests in
Sectors:
Min Investment:
$1,000,000.00Max Investment:
$10,000,000.00Target Investment:
$3,000,000.00
Skills
Education
Lists including Tyler
Work Experience
2022
Vice President
2022
Enterprise AI and Fintech
2020 - 2022
MBA Candidate
2020 - 2022
2021 - 2021
Strategy and Operations
2021 - 2021
• Defined 5 key user profiles from segmentation analysis of 300K+ users; recommended upsell strategy to lower CAC • Conducted 30+ customer interviews – identified opportunity to better nurture customer relationships post sign-up • Identified $2.2m payment acceleration opportunity with top 10 payees in preventative healthcare by analyzing payee data
2017 - 2020
Associate
2018 - 2020
• Served as strategic partner to Chief Strategy Officer (CSO) and 3 business unit leaders, recommending new product launches and experiences, identifying areas of opportunity to partner with startups, and executing strategic internal and external initiatives to drive incremental business performance • Partnered with Connected Living leadership team to determine cost savings via new automation tool in customer service processes, resulting in 17% reduction in call center expense; built KPI monitoring tool for launch and scaling • Evaluated ROI/KPIs on 9 commercial partnerships between Assurant and startups for COO and business unit leads • Built financial models, assessed KPIs, evaluated unit economics, coordinated due diligence efforts, wrote investment memos, and presented to our Investment Committee for 12 investment opportunities (4 had exits >$1B) • Developed quarterly reporting on financial performance of 12 startups for the CSO (my skip level) for earnings calls • Conducted diligence by introing prospective investments to Assurant customers (Apple, T-Mobile, Comcast, Amazon) • Launched 2 new product lines – Launched new product offerings alongside Assurant’s mortgage and banking partners via Doma (AI-powered fintech platform) and Sure (white-labeled infrastructure platform) • Signed partnerships and invested in 8 startups (total investment: >$75M) to expand Assurant’s product reach in emerging markets and new customer sets, including PayJoy (Connected Living), SmartRent (Connected Home) Transaction Experience: - SmartRent, PayJoy, Vacasa, Doma, Sure, Cazoo, Maxwell, Mynd, PrecisionLender, TrueAccord
Senior Analyst
2017 - 2018
2017 - 2020
Corporate Strategy and Growth Initiatives, Manager
2018 - 2020
Corporate Strategy, Senior Analyst
2017 - 2018
2014 - 2016
Strategy & Operations - Consultant
2016 - 2016
• Completed operational/commercial due diligence and pro forma financial analysis for several tech and PE acquisitions • Led post-merger integration and Day 1 planning for recent acquisition by Fortune 500 financial services company • Performed process optimization analysis and built Tableau dashboard to review SKU performance for CPG company • Developed business case for operating model transformation for global industrials company to streamline operations
Strategy & Operations - Business Analyst
2014 - 2016