AI Squared, CAIO (Chief AI Officer), previous CTO and Head of Product
2023-Present Silicon Valley, CA and Boston, MA

As CAIO, lead internal AI efforts and help make customers successful in their AI efforts. As CTO, oversaw all aspects of technology and product including AI, software engineering, IT, product management and research.

• Part of three member executive leadership team driving this high-velocity VC backed startup
• Lead the vision, roadmap, build and delivery of cutting edge AI solutions for enterprise customers
• Manage multiple teams in multi-layer geographically distributed org
• Represent the company in technology and product related discussions with customers, partners and investors and present at external events
• Delivered the first GenAI offering
• Built the first SaaS platform offering
• Brought the first large scale enterprise customer to production

JPMorgan Chase, AI CTO

Head of AI Innovation
2019-2023

CTO for Central AI/ML, Marketplace, Vocabulary and External Data, Consumer Bank (2021 - 2022)

• Responsible end to end for all aspects of technology, strategy, and people management
• Attract, hire, lead, and coach a new team from scratch including capabilities for design, project, agile, engineering, data, and managers
• Manage multiple teams in multi-layer geographically distributed Data Technology org
• Research, design and deliver v1 of Data Marketplace on AWS EKS (containerized cloud deployment)
• Set tech strategy; design end-to-end data technology; build the pipelines, microservices and applications
• Founded and run firmwide AI/ML Sharing Club for collaboration
• AI Spokesperson for the firm, with more than a dozen speaking events to date.

• Player/coach leading teams to ideate, build, train and productionize AI/ML technology at JPMC scale for Consumer, Business Banking, and Wealth Management customers with 90 products and 1.5 BN monthly logins
• Create innovation pipeline funnel of 30 researched and vetted ideas
• Use scientific process promoting 9 initiatives to flight, 12 models deployed, and 1 full AI system, including a stealth highly visible project to the CEO
• I built 100+ ML models including NLP, deep learning (SNN, CNN, LSTM), with accuracy up to 98%, and a new API and web application MVP
• Manage engineering team including all code reviews and sprints
• Filed 5 AI/ML patents as Lead inventor (NLP, Deep Learning, GraphML)
• Selected to demo our project at company-wide Innovation Week.

Data Simply, CEO / Co-Founder / Chief Data Scientist
2016-2019 Palo Alto, CA

• Co-built SaaS data platform generating investing signals from text in company SEC disclosures, using data science and AI
• Managed all data science, software engineering and product deliverables
• Delivered 100MM+ automated insights for financial sentiment and sustainable investing (ESG) with streaming real time data
• Deployed production data pipelines at scale with 99% automation
• General Manager for the company; raised funding; partnered with industry leader for full integration into their platform.

Insight Data Science, AI Engineering Fellow
2018 San Francisco, CA

• Selective program to build applied AI systems with group collaboration
• Built cryptocurrency funds flow predictor achieving 98% precision
• Created pipeline using blockchain, custom datasets, and machine learning
• Applied Deep Learning to new $200BN Crypto asset class.

Ariba and Various Startups, Director, Product
2004-2015 Silicon Valley, CA

• Software product management leader at three acquired companies
• Defined and rolled out company-wide product roadmap for public company
• Drove successful Asia launch of world's largest B2B marketplace
• Led 12 PM teams from product conception through launch and lifecycle, with multiple user segments and delivery methods.

Oracle Corp, Group Manager, Financial Applications Engineering
1997-2004 Silicon Valley, CA

• Managed Financial web application software engineering and PM teams of 40+ designing, building, and maintaining global SaaS enterprise software suite
• Innovative approaches raised flagship iExpenses to market leader
• Introduced agile for 12X faster to market for $XX MM revenue stream
• Led customer adoption program to 100% referenceability.