Phi Research

Bringing the power of Technology, Data & Analytics to the world of SMBs

Managing Partner & CTO

Loyal VC

Partnering with entrepreneurs, advisors and partners worldwide to deliver sustainable growth and strong returns.

Advisor

Evalueserve

Leading the ideation and implementation of strategy for Data & Analytics line of business. Developing strategic partnerships and M&A, while supporting our GTM and solutioning.

VP - Global Head of Strategy - Data & Analytics

I lead our Analytics Operations from our centres in US and Chile, as well as onsite locations across the Americas. Responsible for strategic planning, regional integration, delivery, Analytics practice depth and multiple client relationships.

Vice President - Head of Analytics Americas

I lead our Analytics Operations from our centres in US and Chile, as well as onsite locations across the Americas. Responsible for regional integration, delivery, Analytics practice depth.

Head of Analytics Operations Americas

Leading the Data Analytics division on the Corporates and Professional Services Business Unit in Chile, serving clients across de Americas. Responsible for various teams, in addition to LatAm business development strategy, product development, relationship management, innovation strategy and operational excellence.

Associate Vice President - Head of Analytics LatAm

Leading the Data Analytics division on the Corporates and Professional Services Business Unit in Chile. Besides being in charge of various accounts, leads internal innovation initiatives and professional development. Responsibilities include relationship management, team management (globally), change management, among others.

Group Manager

Evalueserve’s CFO Solutions Business Unit provides experience in financial planning, analysis, process re-engineering, and management to support the CFO office in optimizing processes and analytics to improve decision making framework. 
Key Responsibilities (global telecom company): project management, process re-engineering, automation, data quality assurance (DQA), data analytics (DA) and training team (12) to improve capabilities (DQA, DA, automation, process design).

Manager

BPpro - Blue Power Projects

BPP provides a platform to facilitate the design and implementation of projects related to small to medium scale energy generation based on renewable sources, energy efficiency and bioclimatic architecture through an innovative business model based on mass collaboration, by helping motivated individuals channel their efforts and connecting them to subject matter experts so that their own ideas can be implemented.

Co-founder & Business Director

TradeHill

Financial forecasting and cost control. Maintain relationships with business partners in Germany, Canada, India, Australia and Argentina to provide steady service and AML compliant processes. Develop AML and KYC procedures. Support efforts for angel investment and Venture Capitalist funding.

Co-founder & CFO

Business enablement and market insights project integration management for large US based retail bank.

Lead data intensive projects, lead management with associates from different areas (Data Governance, Finance, Marketing, Risk Management, among others), ensuring due diligence, including:

-Project management
-Segmentation
-Business process design
-Design and implement dashboards from specialized datawarehouse
-Data discovery and consulting
-Data governance

Business Enablement Consultant

In charge of several accounts and managing a team of 5 professionals. Designed, proposed and instilled the team to support internal knowledge management and open new business vertical for Evalueserve Chile.
Responsibilities include:
-Customer relationship management
-Business process analysis
-Project management
-Systems analysis, design and development management
-Knowledge management and team management

Project Manager - Knowledge Technology

Knowledge Technology interfaces knowledge partners with information technology and best practices to create value added products that provide ease of use, flexible analysis, better representation & organization of research output and richer insights.

In charge of several accounts and managing a team of 5 professionals. Designed, proposed and instilled the team to support internal knowledge management and open new business horizontal for Evalueserve Chile.
Responsibilities include:
-Customer relationship management
-Business process analysis
-Project planning and management
-Systems analysis, design and development management
-Knowledge management and team management

Senior Systems Analyst - Team Lead

Knowledge Technology interfaces knowledge partners with information technology and best practices to create value added products that provide ease of use, flexible analysis, better representation & organization of research output and richer insights.

Team Lead - Knowledge Technology

Research Associate - Investment Research

TP Chile

Technical Supervisor

Passionate about data, innovation leader, change management agent, and tech fringe enthusiast. Close to 20 years' experience in the field of data analytics; in leadership positions ranging from small start up teams all the way to 450+ analysts. I’ve worked with clients in various aspects of Generative AI, data management and strategy, Big Data, reporting, advanced analytics and advanced visualization, across industries and business functions. 
Lately I’ve been focusing on the potential of AI-related technologies for competitive advantage, honing my skills on tools such as Langchain, Flowise, Autogen, LangSmith and Generative AI services like ChatGPT (OpenAI) and Claude (Anthropic).

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