The operator CXOs call when the stakes are existential and the decision is irreversible.
Co-Architect of Zelle® and Authentify®. Wall Street operator at Citigroup and BNY Mellon. Architect of AI-powered logistics across $6B+ retail supply chains. Twenty-one years of deep tech, now distilled into boardroom-grade counsel for Fortune 500 leaders. Technology Advisor at Debales.ai.
Years on Wall Street & Enterprise
Transaction Platforms Architected
Docs in RAG Pipeline
From moving $1T+ through the Zelle payment network to the autonomous logistics rails rewiring how America’s freight, parcels, and store shelves get filled — architecting the deep tech behind the brands that keep commerce flowing.
Worked on enterprise architecture and AI transformation across these organizations over 21+ years. Logos are property of their respective owners.
What CXOs engage me for when the board, the P&L, and the career are all on the line. Battle-tested conviction forged on Wall Street trading floors, in $6B+ supply chain command centers, and inside global semiconductor fabs.
The highest-leverage move a board can make pre-M&A or IPO. Embed agentic AI and autonomous operations into the P&L in the 12-24 months before a strategic transaction — transforming a legacy operator into an AI-native platform that commands a 2-3x EBITDA multiple at exit.
Agentic automation across supply chain, procurement, and back-office operations — battle-tested at $6B+ retail scale. $200M+ in recurring EBITDA impact dropping straight to the bottom line, compounding quarter after quarter.
Production-grade platforms engineered to Wall Street and national payment-rail standards. From Zelle® to Authentify® — systems processing $1T+ annually that never go down, never lose a transaction, and never lose a regulator’s trust.
Turn proprietary data, domain expertise, and agentic AI into a competitive moat rivals cannot replicate. The difference between a company that uses AI and one that is built on it — the valuation premium investors pay for defensibility.
Full enterprise AI Center of Excellence — governance, talent, platform, and shipping pipeline — operational and generating measurable business value in 90 days. Battle-tested at global semiconductor scale across 15+ business units.
Responsible AI frameworks that pass Wall Street, pharma, and global regulator scrutiny on day one. Protect brand equity and license-to-operate while moving faster than competitors can follow — the compliance edge is itself a moat.
Most companies deploy AI in three or four places and then wonder why the P&L doesn't move. I architect AI across every function that touches enterprise value — with a clear thesis for each, and a measurable line back to the board.
Continuous-close automation, FP&A copilots, scenario modeling, and AI-driven treasury. The finance org becomes a real-time decision engine, not a rear-view reporting function.
Forecast accuracy · Working capitalDemand sensing, autonomous routing, exception orchestration across 3PLs, and AI-governed supplier networks. Operating the physical flow of goods with software-grade precision.
Inventory turns · OTIFDeal intelligence, dynamic pricing, pipeline scoring, and quote automation. Every rep leveraged by a copilot that knows the customer better than the CRM ever did.
Win rate · NRRAgentic support, voice AI, Tier-1 auto-resolution, and proactive retention signals. Moving from cost-center ticket queues to a measurable loyalty engine.
CSAT · Cost-to-serveICP targeting, content engines, multi-touch attribution, and lifecycle orchestration. Marketing spend becomes pipeline math — auditable, attributable, compounding.
CAC payback · Pipeline velocityPredictive maintenance, computer-vision QA, digital twins, and OEE copilots on the shop floor. Closing the loop between IT, OT, and the P&L.
Throughput · YieldCode copilots, test generation, design-space exploration, and automated tech-debt reduction. Engineering cycle times compress; innovation throughput expands.
Velocity · Cycle timeRecruiting copilots, skills graphs, performance intelligence, and internal mobility engines. The workforce itself becomes a continuously optimized asset on the balance sheet.
Productivity/FTE · RetentionContract AI, policy copilots, fraud detection, and continuous controls monitoring. The slowest function in most enterprises becomes its fastest moat.
Loss ratio · Audit costSOC copilots, autonomous remediation, observability, and shadow-AI governance. The team that keeps the lights on becomes the team that quietly runs the company.
MTTR · Posture scoreTwo decades of hands-on transformation across six high-stakes verticals — from Wall Street trading desks to semiconductor clean rooms.
ML demand forecasting across 50M+ SKU-locations, autonomous warehouse orchestration with IoT, and real-time route optimization. Architected the supply chain intelligence platform behind a $6B+ retail transformation — one of the deepest logistics AI deployments in enterprise.
Co-Architect of Zelle® payment infrastructure. Co-Architect of Authentify® identity platform. Hyperledger blockchain fraud prevention, MUNI bond modernization, and high-volume transaction systems at Citigroup & BNY Mellon.
Gen AI for pharma compliance, clinical data pipelines, and regulated AI deployment.
AI CoE for R&D and manufacturing, hybrid inference, and autonomous governance.
Recommendation engines, embeddings-based similarity, and digital transformation roadmaps.
Responsible AI content analysis, toxicity detection, and enterprise governance.
Where the world’s most consequential operators in logistics, supply chain, and enterprise AI convene — and where I’m invited to speak on the deep tech reshaping how goods, data, and decisions move.
Shoptalk is where the CEOs redefining global retail convene. Called on stage to counsel Fortune 500 retailers on autonomous supply chains and the AI systems rewiring how America shops.
A private gathering of Fortune 500 Chief Information Officers. Invited as a peer advisor on the deep tech bets that separate durable enterprises from disrupted ones.
Manifest — the defining gathering for global supply chain and logistics, presented by DHL at The Venetian. Selected as a featured speaker on autonomous warehouse orchestration and the AI moving goods at enterprise scale.
On the floor where the operators who move America set the next decade of supply chain strategy. Closed-door working sessions with the architects of the logistics rails that keep commerce flowing.
SXSW EDU — where AI meets the future of learning. Called on to translate deep tech into classroom reality for the platforms shaping how the next generation is educated.
From architecting Zelle® to transforming $6B+ supply chains to modernizing Wall Street’s legacy platforms — I bring the same rigor to every enterprise AI engagement. Let’s talk.