Adrian Crockett, Cfa Email & Phone Number

Redmond, Washington, United States

Redmond, Washington, Us

Redmond, Washington, Us

Redmond, Washington, Us

New York, Ny, Us

• Recruited to lead the transformation of a decade old technology company into a product-led organization• Rebuilt the overarching product vision of the company and productized offering, went to market with five new products within 12 months of joining, resulting in over 365,000 licensed end-users, a 124% increase, and simultaneously delivering 67% growth in ARR• Received widespread recognition for revised strategy and product offering, winning both Best Overall Fintech Company from FinTech Breakthrough Awards and Best New Technology - Infrastructure from the prestigious American Financial Technology Awards, and became a finalist for both the Banking Tech Awards in two categories Tech Leadership and Tech Team of the Year and FStech Awards' Innovative Product of the Year• Created, grew, and coached a team, covering product management, product engineering, product analytics, product marketing, product operations, brand design, UX/UI design, research and customer success

Boulder, Co, Us

• Lead the firm as Chief Executive Officer from founding through to exit to LSEG• Co-founded Pellucid to revolutionize the pitchbook creation process for investment banks, with the dual goal of freeing up significant amounts of human capital while also increasing the array and sophistication of the types of analysis that bankers could provide to their clients• Designed and oversaw the development of an innovative solution that worked both as a web platform and integrated with MS Office providing our clients with productivity gains in excess of 60x versus legacy processes • Raised over $6.65 million in equity and debt financing to facilitate the buildout of the company. Presented all major strategy and financing plans to the board of directors, investors, and financiers on a quarterly basis • Managed a business development team that signed on bulge bracket and middle market investment banks as clients and generated revenue of over $28.5 million with an EBITDA margin 4x that of competitors • Hired, onboarded, and mentored a cross-functional team to productize expertise across analytics, AI, data, design, finance, machine learning, technology, and visualization• Created an award-winning culture that broke down silos across specialist teams – to create Pellucid’s unique culture – ultimately resulting in being awarded Top 100 Best Places to Work by Outside Magazine five years in a row • Orchestrated and managed partnerships with Fintech and market data vendors (LSEG, Factset, S&P Global, Moody’s, Fitch, and Donnelley Financial Solutions) to expand Pellucid’s reach and client penetration • Published 70+ investment banking digital transformation thought leadership articles, gaining over 240,000 social media impressions and resulting in strong press coverage from Bloomberg Businessweek, efinancialcareers, efinancialcareers, Euromoney, Financial News (Dow Jones), Finnovate, and Techcrunch

Zurich, Ch

• Recruited to merge three legacy advisory teams into a newly established group with the goals of upgrading the bank’s corporate finance advisory capabilities, unifying their analytical frameworks, and automating the content creation processes• Designed, received leadership sign-off on, and implemented the new business model and supporting technology stack for the combined group - whose advisory services impacted nearly 1,850 coverage and product bankers and their clients globally • Managed the team through a digital transformation, designing and implementing the development of 110+ proprietary applications, enabling the reduction in the combined group headcount of 67 by over 65%• Mentored team members to create a network of alliances across IBCM coverage and product bankers to significantly increase banker and client demand for the group’s advisory services by over 5x to approximately 1,400 meetings annually • Presented at 350+ client meetings, conference calls and board meetings annually on complex corporate finance topics – with a heavy emphasis on improving clients’ dynamic capital allocation and risk management policies and subsequent transactions• Recognized for continual innovation in analytical approaches, and won Treasury & Risk magazine’s software Solution of the Year award in October 2010 (the first bank to ever do so) for the Option Premium Allocation Model software platform• Member of the Global Group Head, Junior Banker Workflow Productivity, Outsourcing/Offshoring, and Valuation Methodologies management committees

New York, Ny, Us

• Created and built out the group with the global mandate of upgrading the quality of the bank's corporate finance and global markets advisory analytics and content to be 'best on the street' • Led an advisory team who worked exclusively on deals with significant monetization potential for which our services were critical differentiators; generated revenue of more than $220 million and had a pitch success/monetization rate of over 80%• Built out multi-disciplinary team of bankers and engineers who designed and developed a toolkit of rapid prototyping software modules to provide the ability to answer complex client questions at speed, reducing response time from days to hours• Created partnerships across IBCM, technology, and R&D to develop “ML Building Blocks,” the first platform across the street to seamlessly bring together data, analytics, visualization, alerts, and pitchbook automation – delivering 20x productivity uplifts• Authored a series of quarterly corporate finance whitepapers and presented the results at client conferences globally

Frankfurt Am Main, Hessen, De

• Co-founded the group to satisfy the growing need for debt management advisory amongst the bank’s sovereign clients• Designed and built out the business model and supporting analytic and technology stack

Frankfurt Am Main, Hessen, De

• Promoted to restructure a stalled legacy business; redesigned the business model and increased revenue by over 4x• Managed a team of 11 professionals who provided cutting-edge advice to the investment bank’s major clients, with a heavy emphasis on the bank’s capital markets capabilities• Introduced various analytic (Bayesian covariance, genetic optimization, parallelization, etc.) and visualization automation technologies into investment banking that subsequently became world’s best practices• Authored six thought leadership whitepapers and presented the results at 32 client conferences throughout the world

Frankfurt Am Main, Hessen, De

• Provided tax, legal, accounting, and regulatory structuring advice for privatizations and developed structured products

• Prepared tax and legal structuring advice related to the development of structured products and privatizations

• Developed and oversaw automated trading and monitoring programs as part of a productivity improvement initiative

Executive Master Of Science - Ms, Technology Management, Dual Major: Digital And Business Transformation, And Data Management And Analytics

Mit Computer Science And Artificial Intelligence Laboratory (Csail), Human-Computer Interaction For User Experience Design

Mit Sloan School Of Business And Csail, Artificial Intelligence - Implications For Business Strategy

Oxford Blockchain Strategy Programme

Postgraduate Research Degree: Bachelor Of Business Honors - Capital Markets Research

Bachelor Of Business, Accounting And Finance

Doctor Of Philosophy - Phd (Candidate), Entrepreneurship & Innovation