Core Team
Rosemarie Truman
Founder and CEO, The Center for Advancing Innovation, INC.
Rosemarie has over 20 years of experience in driving growth for clients, having created over $21 billion in new profits for clients that launched over 100 new products/services/solutions. Her experience spans strategy consulting, investment banking, and entrepreneurship. Rosemarie has provided strategy consulting services for over 110 clients in over 15 countries and 24 states. Having started her career at Goldman Sachs as an analyst, to this day, Rosemarie's core competencies are in complex due diligence and portfolio strategy, creating sustainable growth breakthrough strategies for clients and transformation
Currently, Ms. Truman is founder and CEO of a global public-private partnership whose mission is to accelerate and increase the volume of technology transfer, translational research and commercialization. Her firm, The Center for Advancing Innovation, has been working with the Avon Foundation on Portfolio Strategy and also has Partnership Intermediary agreements with the National Institutes of Health, National Cancer Institute, the National Heart, Lung and Blood Institute and six other research institutes within the NIH. With the NIH, CDC, and the Heritage provider network, her firm is serving as managing director of a first-of-a-kind national business plan and startup Challenge for select brain focused inventions
Prior to launching her own firm, Rosemarie served as the global leader of IBM and PRTM's Innovation and R&D strategy practice; the VP and head of global strategy at Marsh & McLennan; leader in Oracle's Advanced Technology Group and also led eBusiness Strategy while at Ernst & Young. At IBM, Rosemarie also led internal transformation efforts in the Emerging Business Opportunity area to create models that drive sustainable "growth breakthroughs." Finally, Rosemarie has spearheaded the development of several trade secret models, frameworks and to select and nurture sustainable growth opportunities; one model is for the Life Sciences industry called "Industry Leading R&D Performance".
Rosemarie has over 20 years of experience in driving growth for clients, having created over $21 billion in new profits for clients that launched over 100 new products/services/solutions. Her experience spans strategy consulting, investment banking, and entrepreneurship. Rosemarie has provided strategy consulting services for over 110 clients in over 15 countries and 24 states. Having started her career at Goldman Sachs as an analyst, to this day, Rosemarie's core competencies are in complex due diligence and portfolio strategy, creating sustainable growth breakthrough strategies for clients and transformation
Currently, Ms. Truman is founder and CEO of a global public-private partnership whose mission is to accelerate and increase the volume of technology transfer, translational research and commercialization. Her firm, The Center for Advancing Innovation, has been working with the Avon Foundation on Portfolio Strategy and also has Partnership Intermediary agreements with the National Institutes of Health, National Cancer Institute, the National Heart, Lung and Blood Institute and six other research institutes within the NIH. With the NIH, CDC, and the Heritage provider network, her firm is serving as managing director of a first-of-a-kind national business plan and startup Challenge for select brain focused inventions
Prior to launching her own firm, Rosemarie served as the global leader of IBM and PRTM's Innovation and R&D strategy practice; the VP and head of global strategy at Marsh & McLennan; leader in Oracle's Advanced Technology Group and also led eBusiness Strategy while at Ernst & Young. At IBM, Rosemarie also led internal transformation efforts in the Emerging Business Opportunity area to create models that drive sustainable "growth breakthroughs." Finally, Rosemarie has spearheaded the development of several trade secret models, frameworks and to select and nurture sustainable growth opportunities; one model is for the Life Sciences industry called "Industry Leading R&D Performance".
Jonathan Lui
Chief Ventures Officer, The Center for Advancing Innovation, INC.
Jonathan has worked on a variety of portfolio strategy, operational optimization and business strategy engagements. When a problem is labeled "impossible," he's charged with solving it, which he has done with grace and poise. He has worked with the following client efforts: Novartis, Glaxo Smith Kline and several others. For example, he led an engagement to assess one large pharma's suite of clinical trials; identified ways to make them more successful and also generated financial models to illustrate the value of pursuing recommendations. Jonathan has also been the lead due diligence consultant on a portfolio strategy engagement for an infectious disease drug, device and diagnostic company, where the team identified a large exist as well as a bootstrap strategy to mitigate risk for potential investors.
Jonathan has worked on a variety of portfolio strategy, operational optimization and business strategy engagements. When a problem is labeled "impossible," he's charged with solving it, which he has done with grace and poise. He has worked with the following client efforts: Novartis, Glaxo Smith Kline and several others. For example, he led an engagement to assess one large pharma's suite of clinical trials; identified ways to make them more successful and also generated financial models to illustrate the value of pursuing recommendations. Jonathan has also been the lead due diligence consultant on a portfolio strategy engagement for an infectious disease drug, device and diagnostic company, where the team identified a large exist as well as a bootstrap strategy to mitigate risk for potential investors.
Dr. Cody Locke
Chief Innovation Officer, The Center for Advancing Innovation, INC.
Dr. Cody Locke is Chief Innovation Officer of CAI. He leads CAI’s invention due diligence and portfolio analysis efforts. Cody led several initiatives for CAI, including the Freedom from Cancer Startup Challenge, VABeachBio Innovation Challenge, NASA SPACE RACE and the NIH Nanotechnology Startup Challenge in Cancer. Cody also orchestrates investor forums and pitch training for CAI's startups. Prior to working with CAI, Cody used genetics, microscopy and electrophysiology to investigate how the brain maintains normal function. Cody was a National Science Foundation Graduate Research Fellow at the University of California, San Francisco (UCSF), where he completed a PhD in Neuroscience and was active in the Entrepreneurship Center. As a Howard Hughes Medical Institute-supported researcher, Cody established C. elegans as an animal model of epilepsy and created the world's foremost epilepsy genetics database. Cody is a proud father and husband, who is passionate about applying scientific discoveries and entrepreneurial spirit to advance human health and understanding.
Dr. Cody Locke is Chief Innovation Officer of CAI. He leads CAI’s invention due diligence and portfolio analysis efforts. Cody led several initiatives for CAI, including the Freedom from Cancer Startup Challenge, VABeachBio Innovation Challenge, NASA SPACE RACE and the NIH Nanotechnology Startup Challenge in Cancer. Cody also orchestrates investor forums and pitch training for CAI's startups. Prior to working with CAI, Cody used genetics, microscopy and electrophysiology to investigate how the brain maintains normal function. Cody was a National Science Foundation Graduate Research Fellow at the University of California, San Francisco (UCSF), where he completed a PhD in Neuroscience and was active in the Entrepreneurship Center. As a Howard Hughes Medical Institute-supported researcher, Cody established C. elegans as an animal model of epilepsy and created the world's foremost epilepsy genetics database. Cody is a proud father and husband, who is passionate about applying scientific discoveries and entrepreneurial spirit to advance human health and understanding.
