Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- UA
- U
Lists including Sean
Work Experience
2017
Chief Financial Officer, Co-Founder
2017
Our mission at Daasity is to democratize data, giving companies of any size the ability to drive decision making through the use of their data. Our data solutions allow companies to integrate their various data sources into one centralized data warehouse and create meaningful and powerful analysis, giving them the tools that they need to become a data-driven organization.
2022
Venture Adivsor
2022
Mu Ventures is an early stage VC fund focused on the future of commerce. Our team is deeply embedded in the ecommerce ecosystem, where we never stop hustling to support our portfolio companies.
2015 - 2017
Director of Marketing Analytics
2015 - 2017
Establish and lead internal analytics group for an organization experiencing 50%+ annual revenue growth. My team is responsible for driving the organization's understanding of customer data and building a powerful and efficient data-driven marketing program. Created a robust testing framework and rolled out a company-wide A/B testing program. Managed a team of analysts responsible for creating and sourcing testing ideas, implementing tests, analyzing test results, and recommending strategic actions based on testing insights. First three months of testing produced site optimizations worth over $2 million in annual revenue. Crafted the strategic vision and managed the implementation of a company-wide web analytics program. Led the team responsible for managing our site tagging infrastructure across all company web properties and using our data to identify valuable customer segments, optimize site structures and content, and determine new testing opportunities. Optimize digital and offline marketing campaigns through extensive testing and analysis. Drive regional and seasonal targeting strategies in Paid Search, Direct Mail, Radio, and Display marketing channels. Utilize prospect modeling to improve response rates and lower cost of new customer acquisition.
2010 - 2015
Director of Marketing Analytics
2014 - 2015
Head of marketing and strategy analytics for the Personal Creations brand. Oversee a team of analysts responsible for designing and executing marketing, operations, and pricing strategies to grow market share, increase brand awareness, increase repurchase rates, and deliver on the overall financial plan and objectives. Manage marketing spend threshold models for PC brand, designing strategies to drive optimal spend levels across all marketing channels for $25 million marketing budget. Work with business leaders across the organization in the creation of our financial and operational forecast. Create and monitor various business KPIs while driving marketing, pricing, and operational changes to meet our financial goals. Manage product pricing and shipping fee structures; optimize pricing through A/B split tests to achieve short term goals while maintaining a positive customer experience.
Senior Marketing Strategy Analyst
2012 - 2014
Responsible for marketing strategy, analytics, forecasting, inventory planning, operations planning, and peak execution for the Personal Creations brand. Managed operational forecast and optimization during peak periods, ensuring the timely delivery of over 1,000,000 shipments in a six week period. Identified bottlenecks, optimized throughput, and maximized revenue and profit through pricing and operational adjustments. Led team exploring international expansion opportunities in four separate countries. Selected optimal country for initial expansion opportunity based on market size, market growth rates, product fit, and ease of entry with respect to logistics, culture, and level of competition. Assist in designing marketing strategies for various channels during peak Christmas period. Campaigns and strategies directly responsible for over $30 million in peak Christmas revenue.
Marketing Strategy Analyst
2010 - 2012
Responsible for managing and providing analysis to support general business strategy and retention projects for the Gourmet Foods Business Unit (GFBU). During two years in this position, projects contributed to ~50% annual revenue growth for GFBU and consistent 5% - 10% year-over-year growth in file penetration rates. Performed detailed customer retention analyses to identify underperforming segments, optimal messaging cadences, and optimal cross-selling strategies. Also created, managed, and analyzed hundreds of A/B split tests designed to improve customer retention and acquisition, improve customer experience, and maximize margins.
2009 - 2010
Director, Finance and Operations
2009 - 2010
Led all finance, marketing, and operations activities while providing analysis and support to sales, investor prospecting and project management. Created and implemented corporate strategies and go-to-market plans for long-term growth initiatives. Developed financial model and business plan used to form Perminova’s Private Placement Memorandum, as well as deal structures for two rounds of debt and equity financing. Created and presented investor presentations to key investors and was successful in raising ~$500k in capital through November, 2010. Also applied company for, and was accepted into, the EvoNexus startup incubator program. Managed all marketing programs through both traditional and online media including website development, organic and paid search campaigns, and direct mail pieces. Developed and blended company messaging, product positioning, and product pricing into a comprehensive product offering for use in marketing materials.
2006 - 2010
Co-Founder
2006 - 2010
Co-founder, CFO, and Head of Marketing for a startup company focused on providing businesses and individuals with personalized goods and promotional materials. Specialized in custom personalized artwork for Apple laptops, iPods, and iPhones. Featured on Gizmodo.com, Coolhunting.com, and in the book Rough Guide to the iPhone (Penguin, 2007). Responsible for strategy, development, execution, and analysis of paid search, organic search, social, and PR initiatives.
2007 - 2009
Staff Financial Analyst
2007 - 2009
Conducted key strategic projects to support decision-making around corporate objectives including quantitative financial modeling, DCF, M&A analysis, conjoint analysis to support employee compensation plans, accretion / dilution modeling, capital structure analysis and strategic planning. Performed comprehensive analyses for multiple potential acquisitions, evaluating both the financial and strategic impact of proposed transactions and providing a recommendation for optimal deal structures. My analysis and proposals were used by senior management to support a go / no-go decision on each potential deal.
2006 - 2007
Consultant
2006 - 2007
Supervised small teams of one to three analysts while conducting extensive valuation analysis and communicating findings to partners and key clients. My experience includes financial statement analysis, financial modeling, valuation, including DCF and market approaches, and lost profits / damages calculations.
2005 - 2005
Intern
2005 - 2005
2001 - 2004
Financial Analyst
2003 - 2004
Member of revenue assurance team for messaging division, managed customer accounts to ensure correct billing, revenue recognition and reporting. Worked with sales team, contract management team and IT staff to create new pricing plans and identify new market opportunities. Led cross-functional team that explored cost savings through offshore outsourcing strategies; provided cost/benefit analysis and controlled budget; resulted in an automated and more accurate P&L report, process was also used as a springboard for future IT outsourcing at Qualcomm.
Rotational Accountant / Financial Analyst
2001 - 2003
Gained practical experience in corporate accounting and finance through Qualcomm’s Finance Rotation Development Program.