AI-driven automation that reduces overhead, generates leads, and drives revenue. I dig into the processes holding your business back and optimize them. Business strategy first. Technology second.
If your team is manually reconciling invoices, handling routine support requests, or generating the same reports on a recurring basis, I build the automation that handles it so your team never has to touch it again.
I build automated pipelines that generate and qualify leads, then follow up so your best opportunities never go cold. Most businesses lose deals because nobody responded fast enough. I build the system that responds in minutes, qualifies the lead, and routes it to the right person.
I am a CFA Charterholder with 20+ years of experience in strategic finance, investments, and operations. I spent the first half of my career as an investor, analyzing businesses at both a hedge fund and a family office. I then moved into the corporate world, leading finance strategy and operations at a major consumer technology company.
My professional background is rooted in analyzing and optimizing business processes. I have spent 20 years identifying where businesses lose money, where processes break down, and where teams spend hours on work that should take minutes. In my last corporate role, I led the AI transformation of finance operations, cutting inquiry volume by 20% and eliminating 10+ hours of manual reporting every week.
Artificial intelligence allows me to finally eliminate the operational waste I have been identifying throughout my career. That realization led me to go deep. I have spent the last few years mastering the platforms, building AI agents, and designing automation systems that produce measurable business outcomes.
If you are running a business and wondering whether AI automation could save you time or money, the answer is almost certainly yes.