How I can help you

My expertise lies in three industry areas based on my personal experience: 1) health care: I have 17 years experience working in strategy and business planning in the healthcare industry mostly in the provider space, where I work full time as the Executive Director of Market & Customer Intelligence at UNC Health Care. I also worked in pharmaceutical strategy consulting related to drug/device commercialization early in my career 2) Retail/E-Commerce: I founded my own e-commerce business with my brother in 2020 focused on a personal interest in graphic design and application to handcrafted design products. This has given me opportunity to experience the obstacles confronted by start-ups and navigating the e-commerce landscape 3) Real estate: I have managed my personal rental property since 2015 and represented myself in a few real estate transactions.

In terms of functional areas I can assist clients with, my expertise lies in business plan development, market research and financial analysis. These areas have been key focus areas throughout my career.

Areas of Expertise

  • Business Plan
  • Funding/Loans
  • Management & Operations
  • Marketing
  • Strategy Development

Industry Experience

  • Professional Services
  • Real Estate
  • Retail
  • Wellness, Healthcare, & Home Health

Communication Methods

  • Email
  • Phone
  • Video