Selected Experiences

Below is a brief overview of my journey through business, data analytics, and strategy starting from college. Visit my LinkedIn for a more in-depth view of my professional career.

• 2013 | Freshmen Year: Started off by learning the fundamentals of business, marketing and sales. Created Mustang Consulting out of frustration with the lack of pace in my learning.
• 2014 | Sophomore year: Dove deeper into finance and strategy as topics like M&A and Software Valuations piqued my interests. Self-taught myself finance concepts and completed complex projects in Excel.
• 2015 | Junior Year: Become more technology and data focused through academics, hackathons, and side projects. Gained experience in business process design, data visualization, and business operations. Learned SQL, SAS, R, and Tableau.
• 2016 | Senior Year: Actively taking a role of mentorship on campus. Advising Mustang Consulting as new leadership continues the mission of student empowerment. Driven to become an Strategy Analyst.
• 2017: Doing Strategy & Analytics at Salesforce. #ohana

Strategy & Analytics Analyst, Salesforce (August 2017 - Present)

• To be updated!

FOUNDER, MUSTANG CONSULTING (May 2014 - June 2017)

• Created Cal Poly's student-run, pro-bono consulting group that is fully funded by the College of Business. Actively led, mentored, taught, and inspired 25+ students.
• Conducted Marketing/Sales, Data Analytics, Business Expansion and User Research projects in 16+ engagements for clients like MINDBODY, City of SLO, and RaceSLO. Selected experiences below:

  • Performed expansion research for MINDBODY, Inc. by identifying the TAM of 200,000+ businesses and evaluating 50+ API and Marketing partnerships across 3 countries

  • Aided San Luis Obispo’s Data Portal project by identifying the top 20 demanded datasets (ex. Budget Expenditures, Homeless %) out of 250+ datasets through county resident surveys and market analyses

• Personally sourced 40% of clients through cold pitches, partnerships, or internal brand

Technology Consulting Intern, Deloitte CONSULTING (Summer 2016)

• Created Marketing, Sales, and Data Migration process flows for a SaaS Transformation project (Fortune 50 Tech)
• Facilitated 50+ client workshops leading to successful Phase 2 progression

2nd Place, ASA DATAFEST @ UCLA (SPRING 2016)

• Using SAS, R, and Tableau, we built a pricing model that identified the U.S. counties where Ticketmaster was underpricing/overpricing per a set of localization factors
• Recommended the appropriate location premiums/discounts that would properly stimulate demand & profit
• Awarded 2nd Place in the External Data Category at UCLA Datafest 2016

Corporate Development Intern, Blue Shield of California (Summer 2015)

• Focused on current and potential M&A activity, valuation analyses of health products, and research for strategic acquisitions.
• Developed Healthcare industry M&A activity and CA/national membership landscaping reports leading to increased visibility for the CorpDev team & Executive Leadership (CFO, CEO, Board of Directors)
• Created market share analyses, divestiture capitalization models, and valuation models generating a better understanding of opportunities and threats.
• Originally an MBA level position.

PE/VC Valuations Intern, PwC (Winter 2015)

• Applied various valuation methodologies (OPM, PWERM, Transactional/Market Comparables, etc..) to value & review valuations.
• Selected to be part of the 1st intern class of PwC's new Private Equity Venture Capital Group (PEVC) under the Transaction Services Department.
• Chosen to be part of PwC's Intern Shadow Experience under Mrs. Katherine Treasure (PwC SF Tax Market Leader).

Marketing & Business Development Intern, Rezolt (Summer 2014)

• Redesigned company logo, 4+ product brochures, & 6 press releases, using Adobe Photoshop, Illustrator, and InDesign
• Managed off-site developer alone to re-create company website within 2 months
• Conducted market segmentation on 100+ potential partners and competitors in the IoT asset management