Principal at Hubble Research Oct 2019  - present Cupertino, CA

We help private investment funds and their portfolio companies make the right growth decisions. Primary industries include technology, financial services, and health care. We've served clients on over 50 projects across the following topics:

Private equity due diligence: 

• Commercial diligence scaled to your needs, consisting of primary research (expert interviews/surveys) and secondary research
  

Portfolio company strategy and go-to-market:

• Go-to-market capabilities diagnostics
  
• Data analytics
  
• Win-loss analyses
  
• Voice of the Customer research
  
• Competitive benchmarking
  
• Customer and market segmentation
  

Thematic research: 

• Thematic and investment thesis research (e.g., impact of inflation & supply chain crunch, industry growth & opportunities)
  

Senior Engagement Manager at McKinsey & Company Sep 2015  - Oct 2019 Silicon Valley

Select experience includes:

• Private equity due diligence in technology, financial services, health care, and aerospace & defense
  
• Growth strategy for a consumer technology company
  
• Company & board strategy for a technology distributor, leading an industry value pool analysis and forecast which resulted in divestiture of a major business unit
  
• Crisis response for various engagements, including for a leading bank and a leading mortgage lender
  
• Sales strategy & coverage: Redesigned a 400-employee commercial wholesaler organization for a leading asset management firm, contributing to a 15% increase in net sales over 12 months; created a new 5-year North American sales strategy and customer coverage model, resulting in 18 pt increase customer satisfaction scores
  
• Data science & analytics : For clients across technology and financial services, led teams of data scientists on projects relating to forecasting/modeling and  customer/market segmentation using R, Python, and Alteryx