Industry: Nonprofits
Venture Partner, Praxis
CEO, Kammok
Lecturer, University of Texas
Consultant, IDEO
Consultant, Bain & Company
MBA, Stanford
MA Education, Stanford
BBA, Business Finance, University of Texas at Austin
WFR, National Outdoor Leadership School
Representative Projects
- Coached and advised executive team on organizational design and product development methodology
- Led design for global network virtual convening; facilitated working sessions with stakeholders across several organizations and wrote proposal
- Executed omni-channel retail strategy to grow revenues over 350%; grew direct-to-consumer sales while expanding retail footprint to several hundred doors across the U.S. and Canada
- Designed and served as lead facilitator for a new career methodology and inaugural series of workshops delivered to over 400 participants
- Conducted six weeks of user research and workshops to inform service platform redesign for large US independent broker dealer
- Led eight-person client team to design and launch change management plan for $12B aeronautics company transformation
- Built strategic plan for youth services organization, enabling organization to increase placement capacity by over 40%
Expertise
Industries
- Consumer Products
- e-Commerce
- Nonprofits
- Retail
Project Types
- Coaching and Facilitation
- Design Thinking
- Go-to-Market Strategy
- Consumer Packaged Goods
- e-Commerce
- Organizational Design
- Experience Design
Representative Clients
Companies
- Ceresa
- Capita
- Praxis
- Kammok Gear
- Stanford University
- American Enterprise Institute
- University of Texas
- Openfields
- CDO, LA Promise Fund
- Manager, Mattel Corp. Strat.
- Consultant, Bain & Company
- Business Advisor, Peace Corps
- Analyst, JP Morgan
- MBA, Wharton, University of Pennsylvania
- BA, Business Economics, Brown University
Representative Projects
- Developed a three-year strategic plan for a financial services client (1.5 years+) with ~$45B in managed assets. Worked on product development, strategic planning, advisor productivity, Salesforce effectiveness, and organizational design engagements
- Completed five acquisitions for a PE-backed industrial goods company. Identified targets in adjacent markets, led prospecting, and prepared investment memorandums
- Identified additional revenue opportunities for a leading ridesharing platform by assessing the market size of the music and sporting event industries
- Led strategy and implementation of key organizational turnaround initiatives at LA’s largest charter (~$200M) network of 25 schools
- Analyzed and prioritized 50+ R&D investments for a ~$64B beverage company
- Conducted due diligence for an automobile manufacturer acquiring a large RV competitor. Acquisition was the largest transaction in the company’s history
- Analyzed competitors and industry trends to create a competitive intelligence report for a leading cruise company
Expertise
Industries
- Automotive
- Consumer Products
- Financial Services
- Food and Beverage
- Industrials
- Nonprofits
- Private Equity
- Retail
- Tourism/Hospitality
- Transportation Services
Project Types
- Growth Strategy
- M&A Strategy
- Market Intelligence
- GTM Strategy
- Organizational Design
- Due Diligence
Representative Clients
- Alliance College-Ready Public Schools
- AlphaSights
- Aramsco
- Ares
- Authen Activewear
- Avantax Wealth Management
- ChromoLogic
- Financial Recovery Technologies
- Pepsi
- Singer
- Uber
- Viking Cruises
- Winnebago
- Independent Consultant, ESG/Impact Investing
- Head of Business Development, Cornerstone Capital Group
- Managing Director, UBS Investment Bank
- Consultant, Bain & Company
- MBA, Columbia Business School
- BA, UC Berkeley
- BA, Economics, Claremont McKenna College
Representative Projects
- Managed feasibility analysis and created a roadmap for a new strategic line of activity for a $20bn+ asset owner
- Conducted strategic gap analysis for a multi-million dollar environmental grant-making program that aimed to reach mainstream capital markets, and developed recommendations for new grant partners and projects
- Presented to and educated several Boards of Directors on investment strategy that would be aligned to their philanthropic mission
- Developed a decision-making strategy and led the due diligence and RFP process to identify an investment advisor for a family foundation
- Conducted benchmarking analysis, and developed strategic direction and tactical support for an asset manager, seeking to deepen integration of environmental, social, and governance factors into their investment decisions.
Expertise
Industries
- Endowments
- Nonprofits
- Private Foundations
Project Types
- Strategic Gap Analysis
- Feasibility Studies
- Philanthropic Analysis
- New Markets/Business Development
Representative Clients
- Gordon & Betty Moore Foundation
- The Finance Hub
- Wespath Benefits & Investments
- NorthLight Foundation
- Roy A. Hunt Foundation