Global Luxury Auction House
A flagship global auction house needed a defensible point of view on where Generative AI fit into a century-old, human-expertise-driven operation.
I led the C-suite innovation exchange and Design Thinking workshop, mapped the customer journey, and pressure-tested GenAI use cases across cataloging, provenance, and bidder personalization. The output was a sequenced AI roadmap adopted as a quarterly innovation theme by the CTO steering committee.
EngagementGenAI roadmap & innovation strategy
RoleInnovation lead
Multinational Grocery & Retail Platform
A multi-banner grocery platform operating in eleven countries needed a structured way to evaluate AI, IoT, and automation against legacy modernization investments.
I conducted financial-statement and earnings-call analysis, facilitated cross-functional workshops with the CTO steering committee, and built a comparative investment scorecard. The deliverable was a strategic roadmap tying each emerging-technology bet to a defensible competitive advantage — ratified at the executive level.
EngagementDigital transformation roadmap
RoleInnovation lead
Latin American Retail & Financial Conglomerate
A diversified conglomerate with retail, credit, and savings businesses needed one coherent innovation thesis, not three disconnected agendas.
I ran the executive innovation exchange, conducted a technology-fit assessment across VR/AR, IoT, and Generative AI, and built a KPI-and-strategic-fit scoring model. The result was a cross-segment digital roadmap with clear ownership and sequenced pilots that shaped the partnership's ongoing engagement model.
EngagementCross-segment innovation strategy
RoleInnovation lead
Academic-Industry Innovation Network
A corporate innovation lab and a top-tier engineering graduate program needed a repeatable model for collaboration — not a one-off press release.
I designed the engagement framework, mentored embedded graduate researchers across client workshops, and created the lead qualification and pipeline reviews that scaled it. The partnership now drives consistent quality across 120+ global partners and 100+ workshops annually.
EngagementPartnership design & operating model
RoleProgram lead
Cross-Sector M&A Valuation Portfolio
Thirty-plus engagements across software, e-commerce, consumer products, and fintech — each requiring valuations that would withstand auditor and regulatory scrutiny.
Built 30+ DCF, comparable company, precedent transaction, option pricing, and Black-Scholes models, supported by 50+ methodology memoranda. Operating daily in Bloomberg, Pitchbook, Thomson One, and Capital IQ, I became the regional subject-matter expert for Bloomberg-driven international engagements.
Engagement30+ valuations · 4 sectors
RoleValuation analyst
Institutional Diversity & Crypto Research
Institutional allocators needed credible points of view on emerging manager access, public-to-private rotation, and the institutional case for cryptocurrency.
I researched the drivers behind the public-to-private shift, built multi-asset portfolio forecasts using Monte Carlo simulation, and convened a working group on institutional crypto adoption. Outputs landed as institutional-grade research feeding the firm's broader allocator advisory.
EngagementCross-vertical OCIO research
RoleOCIO research