AI + CLOUD STRATEGY FOR FINANCIAL SERVICES
The hard part of AI isn't the models. And the hard part of cloud isn't cloud. It's everything else.
I help regulated institutions move AI from pilot to governed production. Strategy a board can act on - and systems that actually run.
THE PHILOSOPHY
The Organizational Death of AI Pilots
I've spent my career on both sides of the table in regulated finance—building products inside the banks, setting strategy, owning security, and now at the platform layer. The pattern is always the same: the technology clears the bar long before the institution does. The pilots work. Then they die on the way to production—and they die for organizational reasons.
GOLDMAN SACHS • BNY MELLON • JPMORGAN CHASE • AWS • PRODUCT • STRATEGY • SECURITY • PLATFORM • ALL IN REGULATED FINANCE •
Field notes from building
Field notes from building.
I ship what I advise — notes from my own agentic stack: what I built, why, what broke, and what it implies for enterprises.
01 / The Stack
The agentic stack
I run my own agentic stack and build with Claude Code — not as a hobby, but because advice you don't test goes stale.
02 / The Field
Field notes from building
Notes on the operational challenges of scaling AI in regulated finance. The pilots work. Then they die on the way to production.
ABOUT
Executive Strategy for Regulated Finance
Scaling AI in regulated finance is an organizational and governance problem, not a technical one. My career evidence spans product development, executive strategy, and platform leadership, proving that technology clears the bar long before the institution does.
“The pilots work. Then they die on the way to production — and they die for organizational reasons.”
01
Goldman Sachs
Product Manager — How products get built under constraint.
04
AWS
Global Head of AI Strategy for Financial Services — the platform layer.
02
BNY Mellon
Head of Strategy & Chief of Staff — How strategy gets set, resourced, and stalled.
03
JPMorgan Chase
Business Information Security Officer — Owned the controls; governance is accountability with your name on it.