Summary

Work experience

• Senior Advisor

  Crosslake Technologies

  2022.08-Current

  (3 years)

  Role: Senior Advisor and Technical Due Diligence Analyst, acting and performing solutions-driven global advisory, serving private equity investors and their portfolio companies, with a focus on technology due diligence, digital transformation strategy and technology value creation. With a broad range of industry expertise, functional and technical, providing executive leadership consulting across the private equity investment lifecycle. Empowering excellence and Value Creation models through Cutting-Edge Technology recommendations and best practices: Defining and creating the vision to establish a strategy for product management and business operating models and technology services-infrastructure that seamlessly integrates with client’s needs, for buying/selling investment strategies, enhanced operational efficiency, and ensured the highest standards on data driven with AI models, continuous operations, resiliency security and compliance. Leveraging the latest advancements in financial technology, AI and data analytics, and cybersecurity, aiming to position Venture Capital, Investors, Private Equities, and hedge fund/family office in several industries, adding value in complex markets with agility and precision. Hands-on experience focusing on understanding Investors and evaluating companies from a CTO ́s, CFO ́s, CISO, and CIOs ́ perspective; offering in financial firms responsible analysis and overseeing technology strategy, infrastructure, and innovation, on Cybersecurity, Cloud transformation, software and application developments across product strategies, Helped changemakers buyer/sales, to build and run technology that created value and growth. Performed technical due diligence analysis on behalf of private equity firms, VC, Investors and supports portfolio companies after an investment to enhance technology-related processes and accelerate customer growth. • Identify investments that power growth and organizational value. As Senior Advisor, helped and empowered organizations to make the right investment decisions by providing a 360-degree assessment of the people, processes and technology that impacted the business. Equipped customer leaders, stakeholders and teams with the strategic and operational improvements needed to protect investments and create value. • Delivered Value Creation. Reduce time-to-market and development costs, without sacrificing delivery. As Senior manager and advisor collaborated with customer teams to efficiently implement architectural (business and IT) changes through high-ROI and TechDebt modernization techniques in less time. • Provided consulting services for [Type of client] in the travel industry, developing and implementing tailored travel programs that exceeded client expectations. • Led international project teams for travel investors, ensuring seamless collaboration and successful project completion across diverse cultures and time zones, customer needs and company objectives. • Developed a strong understanding of international hospitality trends and regulations, adapting strategies accordingly. • Built strong relationships with key stakeholders in the global tourism industry, fostering mutually beneficial partnerships. • Analyze enterprise industry systems for risk and compliance at deal-speed. Armed with the experience and practice as advisor, used objective technology benchmarking to evaluate enterprise eco-systems, software, products, and IT functionality. • Investment Banks: o Trading Platforms: CTOs play a crucial role in developing and maintaining high-frequency trading platforms, algorithmic trading systems, and market connectivity. o Risk Management Systems: Oversee technology solutions for managing financial risks, compliance, and regulatory reporting. • Asset Management Firms: o Portfolio Management Systems: as CTOs in asset management focus on technology platforms for managing investment portfolios, risk analysis, and performance tracking. o Robo-Advisory Platforms: Develop and enhance technology solutions for automated investment advisory services. • Hedge Funds: o Algorithmic Trading: as CTOs in hedge funds often lead the development of proprietary algorithmic trading strategies and systems. o Data Analytics: Implement advanced data analytics solutions for market research, pattern recognition, and decision support. • Private Equity Firms: o Deal Sourcing and Analysis: Oversee as interim CTO, technology solutions for deal origination, due diligence, and financial modeling. o Portfolio Management Systems: Implement systems to manage and optimize the performance of a private equity firm's portfolio.

Skills