Principal Enterprise AI & Platform Product Leader | Orchestrating Agentic AI & Modern Financial Platforms at scale.
I am a Principal AI Product Manager and Enterprise Platform Leader with over 25 years of cross-functional execution experience across project management, Agile scaling frameworks, and corporate delivery. Throughout my career at Tier-1 institutions like Bank of America, Charles Schwab, and USAA, I have built a reputation as an executive who knows how to operationalize artificial intelligence safely, securely, and with measurable ROI.
As a business-first leader, my technical value lies in system orchestration, token-cost optimization, risk containment, and context engineering. I design the governance playbooks, the custom Weighted Shortest Job First (WSJF) prioritization metrics, and the human-in-the-loop workflows that ensure enterprise systems achieve 0.00% hallucination across production runs. I excel at building, protecting, and leading elite technical teams—empowering engineers to build advanced models while keeping the underlying product strictly tied to compliance guidelines, corporate strategy, and client requirements.
I am an executive who treats AI not just as an engineering experiment, but as a critical infrastructure layer optimized for financial accuracy, security, and scalability.
Translating business intent into scalable platform solutions — from AI demand intake through prioritization, execution, and value realization.
Operating models, agentic coordination & value realization
Demand intake, prioritization & cross-functional governance
Payment rails, wealth platforms & cloud-native delivery
Advising enterprises on agentic AI blueprints, token economics, and LLM validation engines. Architecting RAG-grounded platforms and value-realization models for financial services and wealth clients.
Directed EnterpriseAI Studio — a multi-agent deployment fabric for Audit, Tax, Advisory and Supply Chain — establishing corporate AI governance, model risk controls, and platform modernization patterns.
Owned LLM product strategy for ActOneAI — a wealth intelligence platform delivering RAG personalization, vector-driven advisor insights, and agentic workflows for HNW client servicing.
Led TransactIQ — automated risk scoring and anomaly detection across ACH, SWIFT, FedNow and card rails. Integrated real-time payments intelligence into enterprise treasury and compliance workflows.
Delivered SentinelAI — an AI-native fraud, claims and member intelligence platform with agentic RAG, graph-based link analysis, and explainability layers for regulated decisioning.
Built InsightForge — the bank's enterprise AI & analytics hub unifying fraud scoring, credit decisioning, and anomaly detection across retail and commercial portfolios.
Architected PayStream360 (corporate payments optimization) and FinSight (core banking modernization) — pioneering ML reconciliation, AML automation, and rule-based decisioning engines.
A self-built product and blueprint ecosystem demonstrating agentic AI, RAG, and token-optimized orchestration applied to real enterprise problems.
An agentic compliance-review mesh that retrieves regulatory evidence, validates outputs against governance rules, and compresses review cycles across financial platforms.
A domain-specific LLM assistant summarizing client portfolios, analyzing risk, and generating advisor-ready insights using RAG, vector embeddings, and agentic workflows.
An AI operating layer for orchestrating multi-agent workflows with optimized token-cost compression, context engineering, and human-in-the-loop validation gates.
A five-generation framework of macro-economic agent blueprints covering AI intake, WSJF prioritization, governance playbooks, validation engines, and value realization at scale.
Whether you are architecting an AI governance framework, coordinating multi-agent adoption, or modernizing core financial platform infrastructure—let's connect to discuss your strategic initiatives.