AI & Digital Transformation Leader
Twenty years building Microsoft-based technology practices across energy, financial services, consulting and SaaS. I work where AI has to scale safely: operating models, governance, and adoption that hold up in regulated environments, with practical agentic AI architectures tied to real work.
Most engagements sit somewhere on the path from “we’re experimenting” to “this is how we work now.” These are the three lanes I own.
Vision, guardrails, and multi-year roadmaps built with executives, then the operating model that turns one-off pilots into a repeatable capability. I’ve led the shift from centralized delivery to hub-and-spoke enablement more than once.
AI only matters when it changes how work gets done. I design enablement programs, cohort-based adoption loops, executive workshops, champion models, and measurement practices that turn AI from a launch moment into a daily habit.
I help teams identify where agents actually make sense, shape the use case, and design the architecture around workflow, data, permissions, orchestration, evaluation, and human oversight so the solution can move beyond a demo.
A few engagements where the outcome is easy to point at. Full detail on the work page.
Stood up an enterprise enablement model, moved it from centralized delivery to hub-and-spoke, and put governance and quality gates around 2,500+ bots and apps so a leaner core team could safely support a much wider portfolio.
Designed the business architecture for an AI agent that turns dense borrower files, appraisal documents, property records, and opportunity context into draft underwriting artifacts. The workflow finds the deal folder, analyzes documents, enriches collateral data, drafts credit memo and appraisal addendum content, saves final PDFs, updates the tracker, and keeps credit decisions with the lending team through human review.
Notes from the field on scaling AI past the pilot — and the occasional panel.
What changes when AI stops being a chat window and starts operating across the repetitive, connected work that fills the week.
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On why enterprises need a control plane for observing, governing, and securing agents across Microsoft 365, Copilot Studio, and beyond.
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Why ambition is not the same as readiness and why data, governance, and operating discipline still decide whether AI creates value.
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Let’s connect
I’m open to leadership-level roles and advisory work in AI and digital transformation — particularly in energy, financial, and technology. Reach out and tell me what you’re working on.
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