I selectively take on consulting engagements where my research and industry background can deliver measurable impact. My work sits at the intersection of advanced analytics, behavioral science, and strategic decision-making — the same space that drives my academic research and that I navigated for two decades in industry.
What I bring to engagements:
My consulting is grounded in 20+ years of executive and professional experience at Ernst & Young and Toyota North America, a doctorate in finance and analytics, active peer-reviewed research in behavioral finance and AI, and hands-on fluency with the full analytics stack — from experimental design and survey methodology through machine learning, large-scale LLM engineering, and deployed simulation tools. I hold the Certified Analytics Professional (CAP) designation and am a CPA, giving me the rare ability to move fluidly between rigorous quantitative analysis and the business and financial context that makes it actionable.
Areas where I've delivered results:
- Voter & market segmentation — Clustering, persuadability modeling, and message-response experimentation using advanced statistical methods (K-medoids, PCA, gradient-boosted trees) and LLM-based voter simulation agents calibrated against real survey data
- Behavioral analytics — Applying sentiment analysis, attention modeling, anchoring research, and experimental economics to real-world decision problems in both financial markets and public policy
- AI strategy, integration & literacy — Helping organizations understand where generative AI creates genuine value, designing responsible AI workflows, and building internal capability through training and tool development
- Data science for financial services — Pricing, risk modeling, forecasting, portfolio analytics, and financial distress prediction, informed by both academic research and years of hands-on corporate finance leadership
- LLM experimentation & agent design — Designing and running large-scale LLM experiments, building theory-grounded AI agent architectures, and deploying production-ready simulation tools for ongoing client use
How I work:
I engage on a project basis with clearly scoped deliverables, transparent pricing, and a bias toward work that generates lasting strategic assets, not just reports that sit on a shelf. I'm equally comfortable as the sole analyst on a focused research study or as a senior advisor embedded within a larger team. Recent engagements have included statewide voter segmentation and message-response modeling for political strategy, AI-in-education advisory for university programs, and experimental design for behavioral finance research.
I bring an academic's rigor and a practitioner's pragmatism. If you have a problem that lives at the intersection of data, behavior, and strategy, I'd welcome a conversation.
Conferences, workshops, and faculty development I have attended since 2019. Click a year to expand.
