As a Consultant - Data Strategy at PIMCO, I leverage my 15+ years of experience in financial services, sales, strategy, and business development to help clients harness the power of data-driven solutions in the FinTech and HealthTech sectors. I have a strong background in project management, international economics, law, and strategy, with credentials such as FRM, CFA, and Barrister at Law.I am passionate about delivering innovative and complex FinTech, cloud, and SaaS solutions that enable clients to achieve their goals and optimize their performance. I have successfully led investor relations, sales, and relationship management for data-centric client firms, as well as authored multiple publications on cutting-edge FinTech innovation and digital transformation. I am an effective public speaker and evangelist for data strategy, and a team leader who motivates and mentors colleagues to deliver projects that meet and beat expectations.
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Senior Project ManagerUber Ai SolutionsNew York, Ny, Us -
Consultant - Data StrategyPimco Jan 2022 - PresentNewport Beach, California, Us -
Senior Consultant, Data StrategySimilarweb 2021 - 2021New York, Us -
Managing DirectorAb Financing 2016 - 2020• • Develop strategy and financing solutions for data-centric client firms leveraging cloud-enabled SaaS business models (Salesforce, MS Azure, GCS, AWS) with focus on FinTech and HealthTech. • Led investor relations and served as Technology Evangelist for client’s cloud-based SaaS business operating models. • Act as global financial services SME, led sales/business development and relationship management with clients and investors including prospecting for new leads, delivering presentations to key clients and converting warm leads. • Client engagements: FinTech ISV focused on zero latency cloud-based trading using FPGA hardware, Biotech startup developing genetic engineered treatment using CRISPR technology (partnered with Bill and Melinda Gates Foundation), Pharma distributor leveraging SaaS cloud-based DLT platform, cloud-based social media platform in media/entertainment.• Converted marquee leads investors including Amazon Web Series (AWS), Samsung, Blackstone and Andreessen Horowitz
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Head Of Global Advisory Market Strategy & Intelligence – Financial ServicesEy 2012 - 2016London, Gb• Managed global client engagements and business development, produced client workshops, and built new industry-leading solutions for financial services in primarily: data strategy, data governance, cybersecurity, Digital Transformation/Fintech Strategy, risk management, DLT/Block Chain, Managed Services, Robotic Process Automation (RPA), AI/ML, UX strategy.• Partnered with C-Level executives within CTO/CFO/CXO vertical to develop data strategies by leveraging cloud migration. (AWS, Azure, GCS) and EY global managed services solutions. • Managed/developed global sales force liaising with wide range F100 financial service and public sector clients. • Spearheaded business development and converted sales leads with key clients as well as relationship building with global industry bodies, such as CFA Institute; World Pensions Summit; European Fund and Asset Management Association (EFAMA); Investment Company Institute; European Fund and Asset Management Association; Association of the Luxembourg Fund Industry; Public Pensions Financial Forum (P2F2); and UK Department of Trade and Industry (DTI). • Represented EY as industry SME and presented to key institutional clients in global markets on “must win” pursuits • Won key strategy engagements with F500 financial institutions in EMEA and US market - including public sector agencies.
Theodore K. Education Details
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The London School Of Economics And Political Science (Lse)International Economics -
University Of Paris I: Panthéon-SorbonneInternational Economics -
Bar Of UkPrivate International Law And International Business Transactions -
Global Association Of Risk ProfessionalsFrm -
Cfa InstituteChartered Financial Analyst -
Choate Rosemary HallHs Diploma
Frequently Asked Questions about Theodore K.
What company does Theodore K. work for?
Theodore K. works for Uber Ai Solutions
What is Theodore K.'s role at the current company?
Theodore K.'s current role is Senior Project Manager.
What schools did Theodore K. attend?
Theodore K. attended The London School Of Economics And Political Science (Lse), University Of Paris I: Panthéon-Sorbonne, Bar Of Uk, Global Association Of Risk Professionals, Cfa Institute, Choate Rosemary Hall.
Who are Theodore K.'s colleagues?
Theodore K.'s colleagues are Heather Matteson, Brian Hannibal, Cfa, Toni Philp, Matt Bellew, Wing S. Chung, Nathan Chiaverini, Cfa, Lee Baker.
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