Key Skills

Software

No software listed

Top Subject Matter

Investment Banking, Private Equity, Trading, Venture Capital, M&A, Capital Markets, Equities, Research

Innovation Lead, AI, Digital Assets, Crypto, Quantum Technology, Automation, RPA

AI, agentic engineering, finance use cases, prompting

Top Data Types

Text

Top Task Types

No task types listed

Freelancer Overview

Senior executive with 12 years of hands-on investment banking experience at a large financial institution combined with 6 years of innovation leadership experience, adopting AI in a large financial institution. Conducted 10+ fairness opinions and executed 60+ transactions across M&A, IPOs, LBOs, leveraged finance and restructuring mandates covering FinTech, Financial Data Companies, Exchanges, Banks, Asset Managers and Insurance Companies. Hands-on modeling experience combined with senior judgment, training, guiding and supervising junior analysts and associates translates directly into precise prompting skills as well as output evaluation judging human-vs-machine performance. Senior end-to-end deal experience from origination to deal structuring creates a strong foundation for designing frameworks that push the limits of AI reasoning on complex transactions. AI capabilities span both strategic — having led adoption of AI solutions across a large financial institution — and applied skills: prompt and agentic engineering, multi-agent planning and delegation, evaluation framework design, failure identification and mitigation, trust boundary and security design and context architecture.

Labeling Experience

Education

Work History