Client Magnet CRM

Co-Founder, Strategy & Finance

Los Angeles, CA (Remote) · May 2025 – Present

I co-founded Client Magnet CRM to help businesses streamline customer relationship management through an intuitive SaaS platform. I lead the financial architecture and growth planning that guide the company's trajectory.

• Build multi-scenario financial models projecting ARR, FCF, and cost structures to inform pricing and capital allocation.
• Design tiered growth strategies to optimize customer lifetime value and support the transition toward a scalable SaaS model.
• Oversee operational infrastructure and system integrations to improve forecasting accuracy and internal reporting.
• Develop internal planning and tracking systems to support decision-making across finance, operations, and marketing.
• Evaluate tradeoffs between automation, cost, and execution speed in a fast-moving, resource-constrained environment.

Drew Dorenfest A/V

Summer Intern

Los Angeles, CA (Remote) · May 2025 – August 2025

I supported the day-to-day operations of a creative services business, contributing to client-facing work and internal strategy while applying branding and storytelling skills in a professional, fast-paced environment.

• Supported day-to-day operations of a creative services business, assisting with client materials and internal organization while gaining exposure to the commercial and contractual dynamics between talent, brands, and production partners.
• Conducted SEO, social media, and brand research to inform client marketing strategies and creative direction.
• Assisted in preparing presentations and written materials that supported client communication and brand storytelling.

EcoWash

Divisional Manager

Chicago, IL · April 2024 – August 2024

As Divisional Manager for EcoWash's North Shore operations, I was given full ownership over launching a new division of the company from scratch, leading every part of the operation: financial management, marketing, recruiting, and project execution.

• Created and established a new division to expand the business into new regions within the greater Chicago Area; managed all finance and accounting, providing weekly financial reports.
• Designed and executed a comprehensive marketing strategy, generating over 250 leads, converting 50 clients, and increasing brand visibility through targeted campaigns.
• Crafted extensive project proposals and estimates totaling $500,000 to high-profile property management firms.
• Recruited and managed a team of three full-time employees, overseeing operations for over 50 projects.