20+ years engineering intelligence into the enterprise.
20+ years engineering intelligence into the enterprise. From early enterprise systems to autonomous decision platforms. The through-line is designing systems that reason, decide, and ship. AI workflow engineering, agentic architecture, and decision intelligence applied at Fortune 50 scale.
- FounderFeb 2025 to Present · San Francisco Bay Area
Directed the end-to-end architecture, build, and production operation of EdgeQuant.AI, a live multi-agent AI platform with 17 specialized AI agents and 7 automated strategies, using AI-native development tooling. The engineering focus includes API interactions, asynchronous execution paths, latency-sensitive inference, schema validation, idempotency, reconciliation, and graceful degradation when data or inference providers degrade.
The architecture uses multi-model failover and routing between GPT, Claude, and Gemini, with automated accuracy tracking and evals so the system uses the right model for the right job and detects when a provider degrades. Cron jobs, web extraction through Firecrawl, Supabase persistence, and real-time market data feeds all operate under failure-aware contracts with retries, freshness checks, and silent-failure detection.
Agent workflows operate within typed, observable execution patterns with persistent state, telemetry, and automated retries and recovery. The platform is also the applied AI R&D lab and go-to-market vehicle for a portfolio of enterprise agent product concepts.
- Built and operate a live multi-agent AI platform for crypto and U.S. equities: 17 specialized AI agents and 7 automated strategies, designed for asynchronous execution, latency-sensitive inference, and real-time risk gating
- Built multi-model failover and routing across GPT, Claude, and Gemini with automated accuracy tracking and evals
- Designed 14 enterprise AI agent product concepts as part of an applied AI go-to-market portfolio
- Designed resilient agent workflows with persistent memory, automated retries and recovery, and telemetry that reduce manual intervention and keep the system reliable under failure
- Engineered API orchestration, cron scheduling, web extraction, and database layers that handle provider failures, degraded payloads, and silent data loss without human intervention
- Applied AI engineering beyond prompt engineering: schema validation, idempotency, reconciliation, observability, and failure isolation as core product capabilities
- Head of Digital Solutions, AI and AutomationDec 2022 to Present
- Sr. Manager, Finance Product & TransformationMar 2022 to Dec 2022
- Manager, Finance Product & TransformationApr 2019 to Mar 2022
- Business Architect, Finance Product & TransformationJul 2016 to Apr 2019
- Business Process Analyst, Finance Product & TransformationOct 2015 to Jul 2016
Built and scaled the Digital Solutions and AI automation capability across LinkedIn Finance, from foundational process automation and analytics to machine learning, generative AI, and agentic workflows embedded in real Finance processes. Led transformation across Controllership and Quote-to-Cash, then expanded into Strategic Finance to shape AI strategy, roadmap, and use-case portfolio. Today, AI agents and intelligent workflows are integrated directly into Finance operational applications and executive decision-making, moving AI from experimentation into production business processes.
- AI Strategy, Vision & Roadmap: Shaping the AI and automation strategy, vision, roadmap, and use-case portfolio across Finance, connecting business priorities with AI, agentic automation, data, and process transformation.
- Digital Solutions & AI Adoption: Built and scaled Digital Solutions capabilities from traditional automation and analytics into GenAI and agentic workflows, embedding AI into real Finance processes rather than isolated experimentation.
- Strategic Finance Expansion: Expanded AI and automation leadership into Strategic Finance, defining the vision and roadmap, identifying and prioritizing use cases, and translating high-value opportunities into executable AI and automation solutions.
- Portfolio & Outcomes: Set technical strategy and direction for 20+ agentic and automation programs within a $15M–$20M portfolio across 8 business units. Led cross-functional delivery across teams of up to 40 through AI governance, KPIs, and delivery cadence, and presented ROI cases to VP and CFO leaders to secure AI and automation investment.
- Order-to-Cash & Quote-to-Cash: Led global Order-to-Cash transformation with hybrid AI-agent and RPA workflows, and architected Quote-to-Cash transformation across CRM, CPQ, ERP, and global billing.
- Enterprise AI & Agentic Workflows: Driving practical adoption of GPT, Claude, Gemini, Microsoft Copilot, prompt systems, evaluations, guardrails, and agentic workflows across Finance use cases.
- Sr. Product ConsultantNov 2010 to Oct 2015
- Project Consultant, NBM Capability (XaaS to SaaS) ProductNov 2013 to Mar 2014
Cloud-native thinking, SaaS economics, and automation at carrier scale, well before AI was the word for it.
- Accelerated WebEx from machine-based infrastructure to cloud. 40% more scalable, 30% lower operating cost, 10,000+ users
- Partnered with sales and solutions teams to drive enterprise cloud adoption and solution design for $15M in customer opportunities; aligned automation strategy with customer business needs across internal and client stakeholders
- 25% improvement in implementation effectiveness and time-to-value across cross-functional deployments
- Business Analyst IIIJul 2009 to Jul 2010 · San Jose
Where the operator's instinct was formed: find the friction, measure it honestly, automate it well.
- Automated finance processes across enterprise systems. 300+ manual hours removed monthly, 30% efficiency gain
- 20% process performance lift by translating operational pain points into scalable, cross-functional solutions
- Assistant Manager, IT Audit2002 to 2006
Early grounding in enterprise systems, controls, and risk, the foundation for later work in finance transformation and automation.
- Audited enterprise systems and controls across client engagements, building the controls mindset that shapes every automation delivered since