Physicist turned technologist turned growth and evolution aficionado…
Strategist
Scientist turned financial technologist turned strategist and advisor with strong reputation and network in data, analytics, AI/ML and technology spaces. Global partnerships & alliances expert with a passion for crafting vision and integrated business solutions to entangle a diverse set of organizations, technology, and data to disrupt via inorganic and organic growth. Expert negotiator and futurist and with ability to influence board level executives to drive making wise choices enabling optimized executions. Analytical, tenacious, persuasive, and a trusted ecosystem builder. Perfect fit for an innovative team set out to unlock socially responsible value. Advisor, mentor, hackathon judge, open-source, AI, decentralized systems, impact and ESG evangelist.
Top areas of my global expertise and focus include :::
Corporate | Business | Governance & Development
☆ Strategic Collaborations | Alliances and Partnerships
☆ Leveraging intelligence and algorithms in ecosystem design and development; and impact and risk management of suppliers and distributors| decision, action and feedback loops
☆ Structuring and negotiating dynamic and sustainable agreements and building trust and collaboration; managing internal and external relationships; integrated products and services, projects and risks
Technology Product & Service Strategy | Design & Management
☆ Data | Intelligence | Advanced Analytics | ML | AI | Risk | Optimization
☆ FinTech: All Asset & Liability Classes
☆ Propositional | Procedural | Perspectival | Participatory | Predictive | Prescriptive Systems
Entre | Intrapreneurship
☆ Advocating for makers, operators, founders and investors with passion to create impact flows optimized for sustainable and responsible growth. Advisor, mentor and hackathon judge.
Specialties & Related Interests ::: Multidisciplinary independent research in transformative technologies Complex Systems, Applied Algorithms, Risk, Governance, Blockchains, Decentralized Systems, Co-opetition, Trust, Open-Source & Standards Evangelism, Neuroeconomics, Data Ontology, Epistemology, Alternative | Quantum Computing & Communication
Career History
Renaissance Park Corporation – Sausalito, CA; CIO, 04/2022 – Present
IOLEE Ecosystem Inc. – New York, NY; Advisor, 10/2020 – Present
OBC – Ross, CA; Advisor, Consulting Strategist, 02/2013 – Present
Growth Group – San Francisco, CA; Business Intelligence Officer, 02/2018 – 02/2021
Innogate – Ross, CA; Mentor 10/2018 – Present
Nestify, Inc. – Delaware, DE; Founder, CEO, 03/2010 – 12/2012
VOB, LLC. – San Anselmo, CA, Founder; Director, 07/2007 – 12/2018
Morgan Stanley Capital Intl, Inc – Berkeley, CA; Senior Manager, Global Strategy & Business Development, 08/1998 – 02/2007
TEB PNP Paribas, Istanbul, Turkey, Director, Treasury Marketing Unit & Special Technology Project, 05/1995 – 08/1998
Education
M.I.T., Sloan School of Management, EC in Strategy and Innovation | Technology and Product Strategy
Harvard Law School, ECs in Program On Negotiation for Senior Executives | Dealing with Difficult People & Situations
Hawaii Pacific University, MS, Information Systems and MBA, Finance
Bosphorus University, BS, Physics
Masters in Intuition Medicine® (MIM)
Founder Institute Silicon Valley Winter 2009 Graduate
Career Detail
Governance, Alliances and Strategic Partnerships, and Ecosystem Programs Management:
Trusted third party relationships strategist and complex ecosystems designer and executor of all stages of relationship life cycles.
+ End-to-end ownership and management of partner/vendor network strategy from ideation to maturation. Works independently.
+ Identifies strong value creating growth partner prospects that fit the strategy and playbook and Go-To-Market (GTM) strategy.
+ A sharp focus on building ecosystem of complementary products whether they are developers, technology partners, vendors, distributors, customers or other influence partners particularly global trade and standards organizations.
+ Leverages business intelligence and dynamic structuring to determine and/or change the form of partnerships, incorporates multiple dimensions during negotiations that creates successful bias towards the company thru not only developing right joint business propositions but also thru negotiation process, scope, sequence, bringing in right people and arranging right set ups.
+ Facilitates successful launches, integrations and builds agile, sustainable and collaborative processes. Co-opetition reputation.
+ Superb leadership of Cross Functional Teams: Involved in all aspects of the relationship (strategic, operational, and tactical) from the ground up with great attention to detail. Builds trust-based, collaborative relationships between all stakeholders from deal teams to implementation teams; from executive, business, marketing, product, sales teams to operational, financial and legal teams; from technical to customer success and support teams.
+ Data-Driven. Proactive management of all types of partnerships ranging from collaborative licensing agreements and strategic partnerships to joint ventures and acquisitions to deliver growth strategy plans and management of all stages of relationships including retiring misfits. OKRs and KPI tracking, strategy success reviewing, objectives, gives & gets, resource allocation, and realigns accordingly to optimize risk-adjusted return on partnership and third party investments on multiple horizons.
+ Excellent communicator who works closely with business strategists, marketing, sales, support, product, development and operations providing insights and intelligence gained thru partners. Monetization / new business models creativity.
+ Organizational skills to manage multiple deals, programs and projects across many time zones and cultures.
+ Global and Multicultural Experience – Over 75 countries from developed to frontier markets.
Technology Product:
Deep background in creating Whole Products and Integrated Solutions, platforms, analytics and data strategies for businesses and their customers. Sector Expertise includes: technology, financials and consumer; focus on B2B, B2B2B, B2B2C &B2C, cloud computing, software, platforms, SaaS / PaaS, API / SDK, data / information / content, financial technology, business services, risk, analytics and algorithms. Additional experience includes blockchain, applied AI, commerce, mobile, media, payments, smart cards, manufacturing, healthcare, wellness; online advertising, consumer; retail; food and transformational technology.
Independent Advisor & Coaching Strategist
Advising technology companies and start ups in corporate strategy, ecosystem development, data / BI and finance including:
OBC | VOB LLC – San Anselmo and Ross CA, Founder, CEO July 2007 – Present
IOLEE – New York, NY, Advisor; Mentor February 2018 – Present
Global Happiness Project – Istanbul, Turkey, Mentor September 2020 – Present
Growth Group, Innogate – San Francisco, CA, Business Intelligence Officer February 2018 – Present
Certia, Inc. – San Francisco, CA, Advisor; Corporate Strategy August 2018 – February 2019
Axioma, Inc. – San Francisco, CA, Consultant, Global Data Strategy February 2015 – January 2018
Chromatic Enterprises, Inc. – Sausalito, CA, Finance Strategy January 2014 – December 2016
Founder Institute – Palo Alto, CA, Member, Silicon Valley Winter 2009 Graduate October 2009 – Present
+ Consulting seed to late stage as well as established private equity ventures predominantly in technology space in sustainable growth strategy and design of all related governance ::: corporate/business/product/risk/data, strategic partnerships leveraging technology, advanced analytics, algorithms (AI/ML/ERP/ILM), intelligence and network management.
+ Advised ventures range from FinTech, financial information services, mobile mortgage, banking, blockchain for music, edge computing for IoT, internet security, digital creative services, education, AI based entertainment, consumer legal services, international trade, meal delivery platform, food and transformational technologies. Implemented systematic, dynamic, and integrated approaches for clients to grow their business and protect and expand their intellectual property.
+ Researched and identified business opportunities, teaching a framework for funneling and managing partnerships and strategic alliances that led them to successful growth strategies. Performed due diligence in data governance, IP/risk, advised on negotiations, technical implementations and relationship management of vendors and distributors.
+ Advised aligning products to fit new business models. Negotiated license agreements and securing intellectual property rights for a risk-management software company while training executives replicate via why and how presentations. Continue industry contributions via Enterprise Data Management Council as an honorary member..
Mentor
Innogate – San Francisco, CA October 2018 – Present
Advocating as a mentor for the ecosystem created by Innogate, an International Acceleration Program that connects technology companies with potential customers, investors, mentors and business partners in the USA market by providing training, consultancy and coaching at San Francisco, New York and Chicago offices in order to help successful companies in Turkey to expand into global markets.
Founder, CEO
Nestify, Inc. – San Anselmo, CA March 2010 – December 2012
Founded an online wealth management services company to empower consumers to manage their wealth and secure their nest egg. Designed a dynamic, automated platform providing users with a complete view and dynamic control of their assets and liabilities to manage their goals and risks assembling an experienced technical advisors team from asset/risk management technology background. Secured support of DLA Piper, Silicon Valley Bank and The Funded Founder Institute in Palo Alto. Due to market timing and funding requirements, the company has been inactive since 2013.
Senior Manager, Global Data Strategy & Business Development in Content
Morgan Stanley Capital International, Inc. | Barra, Inc. – Berkeley, CA August 1998 – February 2007
Conceptualized and managed business development in content for the company, created new content products to monetize existing risk model assets and analytics, identifying and developing relationships with technology partners and distributors. Integrated content and analytics in distributor partners’ software, platforms and vice versa successfully sitting on both sides of the table. Managed global data strategy of Barra, Inc. liaising with CDOs and
+ Built a strong partnership and alliances portfolio. Mastered negotiating complex and unusual agreements and managed every phase and aspect of relationships, integrations and deploying of agreements ranging from tactical to strategic.
+ Headed Barra’s mission critical global data strategy in addition to business development in content managing a market data budget over $5M expanding into new territories spreading leadership position.
+ Served in Market Data Committee of MSCI consisting of CFO and EDs of businesses, IT and COO.
+ Developed stellar relationships with over 150 and managed 440 partners, vendors, distributors, consultants and influencers.
+ Consistently exceeded return on investment goals by both saving millions of dollars in procurement costs and adding incremental revenues and creating unprecedented value for customers & expanded ecosystem.
+ Envisioned and executed game changing deals with partners expanding market share, reach and solutions portfolio.
+ Actively supported corporate development activities in M&A and divestitures developing and managing intelligence systems.
+ Represented the company in industry forums among CDOs, and user groups such as SIIA, FISD, SIFMA, Web 2.0, REDAC, Redug, MDDL, GARP, ANNA, ASB, ANSI and ISO), specializing in software / data / content creation, production / integration, distribution, and related business processes. Spearheaded standardization efforts in data development and XML for market data and created a formal partnership with the SIIA’s Financial Information Services Division to develop MDDL & RML (risk management XML). Built reputation for resolving conflicts and uniting.
+ Served on advisory boards of global corporations (e.g. McGraw Hill and Interactive Data Corp.). Influenced corporate strategy of large global banks and financial information technology companies (e.g. Lehman Brothers working together with McKinsey to secure BOD approval to monetize their content assets and democratize.)
+ Advised business strategists of the company in all business initiatives expanding into retail, credit and market risks expanding limited equities and fixed income coverage to multi asset classes (e.g. derivatives, funds, ETs, REITs, P/E, structured products, municipal bonds, hedge funds, alternative investments, globally including emerging markets.
Director, Treasury Marketing Unit / Special Projects
Turk Ekonomi Bank (TEB) BNP Paribas – Istanbul, Turkey May 1995 – August 1998
+ Advised on treasury information and risk-management systems while pursuing graduate studies spearheading treasury and real-time trading systems and integrations with third party front and back office applications and ERP.
+ Led the Treasury Marketing Unit trading derivatives and structured products for institutional investors. Also traded foreign exchange and fixed-income assets (with average 125% rate of return and managed the current/effective and gold positions of the bank over $150M/day maximizing the RAROI.
Management Trainee, Treasury Department
Garanti BBVA, – Istanbul, Turkey November 1994 – May 1995
Senior Trader, International Capital Markets Group
Ekinciler Investment & Securities, Inc. – Istanbul, Turkey June 1994 – November 1994
Senior Trader, Derivatives Trading Group
Gentem, Inc. – New York, NY and Istanbul, Turkey August 1993 – June 1994
Volunteering
San Francisco Ballet Auxiliary Member
San Francisco Ballet
Apr 2020 – Present
Arts and Culture
Since 1942, the San Francisco Ballet Auxiliary has spearheaded initiatives that now raise more than $4 million annually for San Francisco Ballet.Since 1942, the San Francisco Ballet Auxiliary has spearheaded initiatives that now raise more than $4 million annually for San Francisco Ballet.
Executive Board Member
Ross Valley Women’s LeagueRoss Valley Women’s League
Dec 2016 – Dec 2020
Poverty Alleviation
Dedicated to effective community leadership, positive social interaction and the financial support of Adopt A Family of Marin -a non-profit organization that assists families in crisis. Celebrating its 55th year, RVWL has raised over $5 million supporting our charity.Dedicated to effective community leadership, positive social interaction and the financial support of Adopt A Family of Marin -a non-profit organization that assists families in crisis. Celebrating its 55th year, RVWL has raised over $5 million supporting our charity.
Special Education Advisory Committee Chair
Marin County Office of Education, Special Education Advisory Committee
Feb 2016 – Feb 2020
Education
Special Education Advisory Committee (SEAC) provides school districts with input on the development and implementation of the Local Plan for special education. The SEAC offers a forum for addressing the needs of all students with disabilities. The SEAC provides school districts with input on the development and implementation of the Local Plan for special education. The SEAC offers a forum for addressing the needs of all students with disabilities.
Steering Committee Member
Ross Auxiliary
May 2013 – May 2014
Environment
Co Director, Steering Committee Member
Ross Valley Mothers Club
Mar 2005 – Mar 2012
Children and Families
Style and Strengths
Unique strengths that I bring based on the Strengths Finder in top three relevant domains include
Relator in Relationship Building
Futuristic | Strategic | Ideation | Analytical | Learner in Strategic Thinking
Activator | Command in Influencer
Achiever in Executing
My qualifications in start-up environments include: my own in 2009 as second cohort grad of Founders Institute in Palo Alto and advising to various startups since then as a consultant, advisor or mentor as part of my values in creating a trust based community to be connected to foster all. Combined with my industry trade association activities and passion in creating standards for advancement of innovations and fascination with governance, ecosystems, network scenarios and decision systems prove explains my Standout Assessment greatest value to the team as:
Pioneer Provider -when Pioneer Provider leads the charge, nobody gets left behind
Myers Briggs Type Indicator: ENTP-A
Honors
President’s Host Honor Scholarship of Merit & Graduation with Distinction, Hawaii Pacific University
Honorary mention for contributions in “Trading Financial Derivatives – Futures, Swaps, and Options in Theory and Application” 1998, by Gunter Meissner Simon & Schuster
Invitation to CERN (The European Organization for Nuclear Research) by Klaus Winter, Phd
Invitation to Clean Energy Research Institute of University of Miami by Nejat Veziroglu, Phd
BOD Member & Captain of Skiing Team of Sports Committee of Bogazici University
Member of Turkish National Skiing Team
Özlem Peksoy Bishop 