Turning AI solutions into business outcomes
About
I build AI-powered products that solve real enterprise problems. With a career spanning Northern Trust, JPMorgan Chase, Citigroup, and PwC, I have led technology and AI initiatives across financial services at scale.
The products on this page are working demonstrations of that work — each one a production-grade platform built to automate a complex, document-heavy business process using modern AI, agentic workflows, and enterprise architecture patterns.
Products
Production-grade workflow automation built for real business problems.
AI-Enhanced Workflow Automation
Enhanced edition with advanced AI decision intelligence, RAG-powered knowledge base, precedent matching, and agentic workflow loops. Built for deeper AI-driven automation across complex regulatory processes.
Goal-based portfolio management, analytics, and AI-powered recommendations for a household of two. Track investments, model scenarios, and let AI surface what matters for your shared financial goals.
Explore PortMax →Another AI-powered enterprise tool is in the works. More details on what we're building next will be shared here soon.