Max I.

Director, Growth Strategy & Operations

Motive

Present

Sr. Manager of Growth Strategy & Operations

Motive · New York, New York, United States

Sr. Manager, Marketing Analytics

Motive · New York, United States

Marketing Strategy and Planning

Manager, Marketing Strategy and Planning

Motive · New York, New York, United States

Senior Associate

American Securities · New York, New York, United States

Resources Group Strategy team

Associate

American Securities · Greater New York City Area

Strategy team

Consultant

The Boston Consulting Group (BCG) · San Francisco Bay Area

Casework included: - Defining specific priorities and initiatives for talent acquisition strategy at a large non-profit - Completed pricing diagnostic evaluating client's pricing strategy and effectiveness in freight forwarding industry - Conducted market due diligence in the utility infrastructure maintenance industry, television network space, and enterprise cloud SaaS, involving market growth modeling and extensive expert interviews and synthesis - Large capital project cost rationalization related to utility infrastructure in Kazakhstan

Associate

The Boston Consulting Group · San Francisco Bay Area

Case experience has included: Buy-side due diligence on a frozen foods company on behalf of an Asian CPG conglomerate: - Anchored both the market model and primary financial model for target company, working with external experts and research sources to define inputs - Created and presented model outputs to client team Strategic review of additive manufacturing for large aerospace company - Owned one technology from beginning to end and contributed to several others on detailed technical baseline, market map, value chain, client capability evaluation - Created strategic framework, opportunity mapping, and implementation roadmap Benchmarking exercise for mid-office function of a $1T+ AUM asset manager - Conducted client interviews and sessions to build organizational baseline and develop insights into organizational recommendations and priorities Project management and transformation at a fortune 500 healthcare payer/provider - Managed implementation and developed accountability process…

Patent Assistant

JDI Patent

I prepared office action responses after studying the prior art and previous casework related to the cases. Additionally, I composed preliminary applications and letters, prepared patent documentation, including information disclosure statements and e-filing, and organized attorney dockets and office files. I gained familiarity with the patent process and application writing. I reinforced my work here by taking coursework at Penn relating to intellectual property (LGST 101) and technology management (MGMT 235, MGMT 237, MGMT 264).

Practice Leader/Chief Operating Officer of the Sustainability Accelerator

Wharton Small Business Development Center

I advised and managed three teams of undergraduate and MBA consultants in sustainability vertical of the new SBDC Accelerator. I guided engagements and meetings with tech and restaurant startups concerning go-to-market strategy and product positioning. Specific Engagement Experience: I oversaw and assisted in an engagement evaluating the feasibility of a historic building redevelopment. Work included constructing a financial model, conducting site visits and expertise interviews, culminating in a series of recommendations for the client in pursuing the project. I evaluated the terms of buy-out offer from private equity firm and prepared questions for client to ask potential acquirer for a $40 M specialty distributor. I also analyzed the company's financials and advised them on tightening financial control and sustaining growth. I examined the competitive landscape and customers of startup to propose monetization plan and bring in revenue 12 months early. I led an engagement with a loca…

Corporate Finance Analyst

Deutsche Bank · San Francisco

Investment Banking Analyst position within CB&S: Corporate Finance division, San Francisco Technology banking group. I served as lead analyst on contact logging and bid tracking for live sell-side SaaS transaction. Participated in over 30 phone conferences with prospective acquirers and prepared process deliverables for company’s management and board. For a separate client, I created and edited management presentation materials for a $600 million market cap hardware company’s sale proposal to strategic buyers. Additionally, I prepared reference materials and discussion items for a proposed multibillion dollar alternative energy transaction. I also updated spreadsheet databases and models with precedent transaction and IPO data in software and alternative energy.

Summer Analyst

Payden & Rygel

I actively participated in roadshow meetings with credit issuer executives and bankers regarding their companies’ risks and industries, and assisted credit analysts in evaluating debt issuances in the oil production, consumer beverage, and industrials sectors. I composed a whitepaper and client presentations on the impact of new SEC money fund regulation on short term bond portfolios. As a capstone project, I researched and created a 30 page quantitative review of corporate bond liquidity and presented the report to firm partners and VPs. Additionally, I provided daily support to the Low Duration trading team with updates on macroeconomic and geopolitical events.

Intern

Tregaron Capital

I fact-checked confidential information memoranda and evaluated investment “fit” (profit margin, cash flow stability, multiples. My work also included researching industry trends and competitive landscapes from multiple data sources, creating summary reports for partners as due diligence work for partners to evaluate investments. I sourced dozens of potential deals on deal sites and prepared DCF models for several potential investments.

Summer Intern

Seraph Group

I helped evaluate pitches from potential target companies based on their VC-scalability and investment terms. I prepared pitchdecks requiring analysis of company performance, comparable peers, and market intelligence for hardware stealth start-up seeking first round funding. I presented this pitch to the Seraph Group partners for evaluation and potential investment. I additionally worked with MixRank as an analytics intern, analyzing marketing data to filter into market reports for clients via Excel. I collated mobile app data and user contact information for publicity reports and sales outreach.

Intern

YottaQ · Sunnyvale, CA

Wrote preliminary patent applications, attended Intersolar North America, surveyed academic research of solar panel technology, prepared and tested lead-cell batteries. At YottaQ, I prepared and performed charge cycle tests in battery laboratory to identify galvanic cells worthy of full scale prototyping. For the head engineer, I reviewed academic research in Copper Indium Gallium Selenide thin film solar panels and compiled results into a report. I also composed a report on current efficiency and deposition processes of the Cadmium Sulfide layer. Additionally, I wrote preliminary patent applications for new inventions and attended Intersolar North America as a company representative.