Technology & Delivery Leader
Modernizing complex, highly regulated platforms that cannot afford to fail.
Spanning two decades leading technology and delivery for mission-critical finance platforms, from enterprise ERP programs for global clients to governing a $2.5T+ AUM financial ecosystem in regulated banking.
Specializing in enterprise platform modernization, resilient architecture governance, and pragmatic AI integration. This experience converts architectural ambiguity into execution-ready, predictable delivery while maintaining hands-on technical validation.
About
A career spent where a system going down is a regulatory event, not an inconvenience. That means owning architecture, budget, and roadmap for finance-critical platforms, and turning technical depth into outcomes that auditors, executives, and engineers can all verify.
Executive Milestones
Modernization, governance and operational transformation across two decades of enterprise delivery.
Set the build-versus-buy strategy for replacing a legacy ERP platform, owning the roadmap, cost model and delivery structure. Secured Finance CTO sponsorship for an in-house cloud platform, delivered by a specialized engineering pod.
Directed the modernization of core finance workflows, retiring a third-party intermediary through a direct Bloomberg integration and a Kafka-fed computation layer. Automated a manual daily reconciliation across 142 models, removing a recurring operational risk.
Instituted an L2 support model with SLAs, runbooks, clear ownership and escalation paths, cutting MTTR by up to 60%. Made disaster recovery a rehearsed, twice-yearly routine coordinated across 8 teams.
Institutionalized COSO-aligned data retention that enforces Fed and bank-mandated windows, with validation on every inbound file. Initiated the move of downstream feeds to governed API access ahead of an enterprise-wide mandate.
Redesigned a single team stretched across four modules into autonomous pods, each with its own backlog and release rhythm. Owned hiring, performance and mentoring, and stood up a cloud modernization team on standardized CI/CD.
Owned a feasibility evaluation of GenAI retrieval (RAG) before any production commitment. Set up the evaluation framework for hallucination risk and constraint mapping, giving leadership evidence-based go or no-go criteria before capital was committed.
AI R&D Lab
Hands-on prototyping of retrieval, agentic and knowledge systems, from architecture to working build. Each one is written up in full.
GenAI knowledge product
A conversational interface enabling direct dialogue with the persona of Lord Kṛṣṇa. Grounded in authenticated Bhagavad Gītā scriptures, it pairs precise textual citations with philosophical interpretations.
~88% citation accuracy across ~500 tests
Strict out-of-scope rejection
Agentic orchestration product
A multi-agent orchestration product that automates complex, multi-step workflows, with human checkpoints that preserve strategic judgment.
Central governance across every workflow
Validated end to end on a zero-cost mock
Intelligent knowledge workspace
A personal workspace that turns PDFs, articles and digital clutter into a structured, searchable library.
Low-overhead data architecture
Validated with live sign-in and AI calls
AI job-search assistant
A local-first assistant that finds, scores and prepares job applications, while every submit and send stays with me.
A 4 to 5 hour manual search, now a short list in minutes
Every submit and send stays a human click
Principles
Cost models and technical feasibility must be fully validated prior to capital allocation. Early life-cycle evaluation protects enterprise margins and eliminates systemic engineering waste before budgets are locked.
Regulatory safeguards and data governance must be native core requirements rather than retroactive fixes. Structural data classification and access controls ensure foundational designs are inherently audit ready.
System uptime depends on engineered predictability rather than reactive troubleshooting speed. Systemic fault tolerance and structured, rehearsed failover protocols safeguard uninterrupted business continuity.
Leadership Journey
From PeopleSoft consultant to VP of a $2.5T+ AUM platform to independent AI architect, each chapter built the next.
Leading end-to-end product strategy, user discovery, and full-lifecycle development for generative AI applications. Owns the roadmap from initial market validation and rapid prototyping to production deployment, commercialization, and scale.
Led a 15-member engineering team owning technical strategy, platform governance and delivery for finance-critical FP&A systems supporting a $2.5T+ AUM business.
PeopleSoft consulting on a global talent acquisition platform, from requirements to localization and performance.
PeopleSoft Finance delivery for Charles Schwab and Dow Jones under CMMI Level 5 governance.
Core Competencies
Hands-on engineering capabilities
Credentials
Certifications
Education