03Career

20+ years engineering intelligence into the enterprise.

From early enterprise systems to building EdgeQuant.AI. The through-line is designing systems that reason, decide, and ship. AI workflow design, prompt engineering, and architectural depth, applied at Fortune 50 scale.

$18M+
Revenue uplift
$89M
Bookings influenced
27%
Billing cycle reduction
14
Agentic AI architectures shipped
2024 to Present (concurrent)
Chief Product Officer & AI Workflow Engineer, EdgeQuant.AI
Independent

An autonomous trading mind, and the R&D lab for how I think about agentic architecture. Multi-agent reasoning across regime classification, conviction scoring, risk gating, and execution. Every prediction is logged, scored, and fed back as an eval signal.

Multi-Agent OrchestrationGemini 2.5 ProGPT-5RAGPostgresEvals
  • Shipped a production autonomous trading platform from zero to live deployment
  • Multi-model AI pipeline (Claude, Gemini, GPT) generating structured investment theses with automated accuracy tracking
  • Architected 14 enterprise AI agent product concepts, a portfolio built for commercialization
  • Built predictive forecasting, persistent memory, and self-healing agents that removed manual intervention from the loop
2020 to Present
Head of AI & Digital Transformation
LinkedIn, Sunnyvale, CA

Led QTC automation and AI-enabled finance transformation across Controllership and Strategy Finance, applying intelligent workflows, process redesign, and data-driven automation to improve revenue operations, billing, close execution, and executive decision-making.

Advanced practical AI adoption within LinkedIn Finance by embedding AI into core QTC and finance processes, not as standalone experimentation, but as part of scalable business process modernization tied to measurable outcomes.

Agentic workflows, prompt systems, retrieval pipelines, and evals deployed against real revenue and real risk, with business cases pitched directly to executive leadership.

Agentic AILLM OrchestrationPrompt EngineeringRAGEvals & GuardrailsMCP
  • $18M+ revenue uplift and $89M in influenced bookings via agentic collections, AI-assisted renewals, and LLM-driven close automation
  • 27% reduction in global billing cycle time across Fortune 50 finance operations
  • 70% faster time-to-insight for 600+ executive users via a unified real-time data layer
  • Directed a $25M digital investment portfolio across 8 business units and 500+ stakeholders, leading teams of 40+
2015 to 2020
Senior Manager, Finance Digital Transformation & Automation
LinkedIn, Sunnyvale, CA

Where the automation foundation was built. RPA, NLP, and ML wired into Oracle, Salesforce, and the analytics stack that ran the business.

RPAML ClassificationNLPTableauOBIEEPower BIOracle EBSSalesforce CPQ
  • Quote-to-Invoice cycle down 35% by unifying CRM, CPQ, ERP, and global billing into one orchestration layer
  • Close cycle shortened by 3 days; 8,000+ hours of manual effort removed annually via cognitive ML reconciliation
  • 40% faster leadership decisions across 15+ finance initiatives through Tableau + OBIEE governance playbooks
2010 to 2015
Senior Product Consultant
Cisco, San Jose, CA

Cloud-native thinking, SaaS economics, and automation at carrier scale, well before AI was the word for it.

Cloud ArchitectureSaaSWebExAutomation
  • Accelerated WebEx from machine-based infrastructure to cloud. 40% more scalable, 30% lower operating cost, 10,000+ users
  • Supported $15M in customer opportunities through automation-driven adoption strategies
  • 25% improvement in implementation effectiveness and time-to-value across cross-functional deployments
2009 to 2010
Business Analyst III
Amazon, Seattle, WA

Where the operator's instinct was formed: find the friction, measure it honestly, automate it well.

Process AutomationEnterprise SystemsAnalytics
  • 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
Education & Credentials
MIT Sloan
Artificial Intelligence certification
UC Berkeley
Executive Program, Digital Transformation & AI
Stanford University
Advanced Project Management certification
University of Arizona · Eller
B.S. Business Administration & MIS
Product School
Product Manager · Analytics · Marketing certificates
Automation Anywhere
Certified Solution Architect (RPA)
Skills
01

AI Architecture & Agents

Design ArchitectureAgentic SystemsMulti-Agent OrchestrationLLM WorkflowsReasoning ModelsTool Use & Function CallingModel Context ProtocolHuman-in-the-LoopAutonomous Systems
02

LLMs, RAG & Applied AI

Generative AIPrompt EngineeringRAG & RetrievalVector DatabasesFine-TuningEvals & GuardrailsInference OptimizationAI Safety & AlignmentApplied Research
03

Strategy & AI Product

AI StrategyAI Product StrategyStrategy ModelingDecision SystemsPrediction ModelsAI OperationsInnovation Programs
04

Automation & Transformation

Intelligent AutomationRPAProcess MiningWorkflow AutomationDigital TransformationAutomation ArchitectureFinance TransformationPythonAPIsPine ScriptTrading SystemsAutomation PlatformsData Analytics
05

Executive Leadership

Transformation LeadershipCross-functional LeadershipOrg Design & ScalingBuilding & Leading High-Performing TeamsHiring & Talent StrategyMentorship & CoachingExecutive Stakeholder ManagementBoard & C-Suite CommunicationP&L OwnershipBudget & Headcount PlanningOKRs & Strategic PlanningVendor & Partner ManagementChange ManagementOperational ExcellenceInfluence Without Authority
06

Product & Delivery

AI Product Management0-to-1 Product DevelopmentProduct Strategy & RoadmappingProduct DiscoveryGo-to-Market StrategyProduct Launch & AdoptionShipping AI Products at ScaleShipping Automation Products at ScalePRDs & SpecsAgile & ScrumCross-functional DeliveryStakeholder AlignmentUser Research & Customer DiscoveryProduct Analytics & KPIsExperimentation & A/B TestingPricing & PackagingLifecycle Management