Harnessing AI
in financial
services.
17 Years in Strategy & Operations, Now Building at the Frontier
Dom · NJ → NYC · 2026Translating complex into simple
Translator by instinct: regulatory mandates, executive questions, and fragmented data become dashboards, BRDs, and decisions teams act on.
Building the machines, not just running them
Systems over tasks: reusable pipelines, governance frameworks, and data architectures designed to outlast individual involvement.
Executing in the Grey
Ambiguity-native: unmapped requirements, missing enterprise systems, and shifting deadlines are the environment of choice.
Quantitatively curious
Evidence-first: every framework built on traceable data, documented logic, and defensible assumptions, not opinion.
Ship under pressure
Gap-closer: fixed deadlines and missing solutions trigger building the working artifact, documenting it, and handing it off cleanly.
Human-AI collaboration
AI-native operator: repeatable human-AI workflows that multiply output without multiplying headcount.
17 years.
9 institutions.
One through-line.
- 2025 →AI Turn9 measured Claude projects · 33.9h saved · this site, built with Claude Code
- 2021 →Citi · SVP TransformationConsent Order remediation · ~$1.1B data architecture · 15,000+ PM standards
- 2019 — 2020Morgan Stanley · WM Strategy~$15B AUM opportunity · concierge model cut onboarding 40%+
- 2018 — 2019TreliantBuilt WM advisory practice from scratch · published in ThinkAdvisor
- 2014 — 2017PwC / Strategy&$4B target sizing · 32,000 client migration · $14M run-rate savings
- 2013 — 2015CMU Tepper · MBA3.68 GPA · Consortium Fellow · 1st SCIO · 2nd McKinsey case comp
- 2008 — 2013BNP Paribas · OperationsTrading desks, client services, global reporting through the 2008 crisis
- 2007Viacom · Corporate FinanceControl intern — FP&A support, process analysis, executive reporting
- 2006Bear StearnsSales intern — first FS exposure
- 2004 — 2008Rutgers · BS Finance3.2 GPA · Dean's List · graduated into the 2008 crisis, straight to BNP
52+ countries.
5 continents.
Less box-checking, more discomfort on purpose. Travel built my tolerance for ambiguity and for solving problems other people's ways.
- Europe21
- Asia15
- North America9
- South America6
- Africa1
- #01Trekking Patagonia
- #02Southeast Asia
- #03Live music in Lisbon
- #04Snowboarding Hokkaido
- #05Iceland ring road
52 countries across 5 continents · 213 flights