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Summary

AI Product Executive specializing in 0-to-1 enterprise technology and applied AI platforms for financial services. Proven track record as a founder and builder taking complex AI products from customer discovery through sustained adoption. Expert in leveraging multi-agent systems, LLM APIs, and Natural Language Processing (NLP) to automate front-office workflows—including screening, diligence, and research synthesis—for institutional capital allocators, private equity, and hedge funds. Deeply credible with investment practitioners, bridging technical engineering, model evaluation, and commercial GTM strategy to build bespoke solutions that drive annual recurring revenue and deployment at scale.

Work Experience

ResilienceAI
2025Present

Founder & CEO

Lead the development of an AI-native financial intelligence platform automating heavy-lift diligence and research workflows for asset managers, private equity, and infrastructure funds.

Trusted Responsibilities:

  • Applied AI Strategy & Architecture: Architect a model-agnostic, multi-agent AI platform utilizing foundational models and LLM APIs to synthesize structured and unstructured cross-domain data for financial valuations.

  • Front-Office Workflow Automation: Partner with the CTO to build working prototypes and deploy enterprise-grade AI workflows that automate screening, diligence, and earnings analysis for institutional underwriting.

  • Commercial GTM & Deployment: Direct forward-deployed customer engagements and revenue generation across private and public markets, operating as the commercial lead to drive deployment from first conversation through production.

  • Quality, Trust & Evaluation: Rigorously evaluate model behavior and outputs alongside customers, making practical tradeoffs across accuracy, source traceability, and reliability to ensure trust in consequential professional work.

EthiFinance
20202024

Head of Research & Product Development

Directed product transformation and enterprise strategy for a leading European financial data and analytics platform.

Trusted Responsibilities: 

  • AI Data Intelligence Integration: Pioneered the deployment of an AI-driven evaluation tool utilizing Natural Language Processing (NLP) to assess real-time performance metrics across global media companies, cross-referencing unstructured text with reported financial data.

  • Enterprise Strategy & Fundraising: Collaborated directly with the CEO and Board of Directors to define the product roadmap and stakeholder requirements, successfully securing $60M in venture capital funding ($25M Series A, $35M Series B).

  • Institutional Data Partnerships: Assessed and negotiated integrations for market data, research, and regulatory requirements, scaling a SaaS platform utilized by top-tier buy-side and sell-side institutions.

  • Client Discovery & Scoping: Drove commercial engagements and iterative product discovery, translating ambiguous customer problems from analysts and PMs into scoped, executable deployment plans.

State Street Investment Management
20172020

Head of Research & Product Development

Led product development and data architecture for active and index strategies within a $5.1 trillion AUM institutional asset manager.

Trusted Responsibilities: 

  • Data Architecture & Product Innovation: Designed and launched proprietary data architectures, investment solutions, and reporting tools to solve quantitative requirements for active fundamental, smart beta, and fixed-income portfolios.

  • AUM Growth & Adoption: Collaborated with CIOs to integrate new data products across asset classes, defining success metrics that secured over $10 billion in assets under management across the structured product portfolio.

  • Cross-Functional Leadership: Managed a 5-member agile team bridging quantitative strategists, software engineering, and global sales to deploy institutional-grade reporting platforms.

Ethic
20152017

Head of Research & Product Development

Founding product leader for a technology platform serving wealth advisors at Fidelity, Charles Schwab, and Morgan Stanley.

Trusted Responsibilities:

  • 0-to-1 Platform Engineering: Collaborated with the CEO and CTO to build an enterprise SaaS platform automating portfolio generation, risk preference modeling, and quantitative parameter scaling.

  • Venture Growth: Defined product-market fit and commercial requirements, directly contributing to the successful close of $13 million in Seed and Series A funding.

  • Technical Data Integrations: Led technical due diligence and negotiated enterprise data licensing API contracts with MSCI, S&P, and Sustainalytics.

Education

Brown University
20072012

Doctor of Philosophy

Doctorate with specialization in Social Sciences & Research Methods

University of Oxford
20102011

Doctoral Fellow, Visiting

Doctoral fellow with specialization in Law, Economics, and Socio-Legal Governance 

Harvard University
20072008

Doctoral Fellow, Exchange

Doctoral fellow with specialization in Social Sciences & Research Methods 

Brown University
20052007

Master's Degree

Masters with specialization in Social Sciences & Research Methods 

Skills

AI Product Strategy
Multi-Agent LLM Architectures
Data Architecture & Pipeline Integration
Enterprise SaaS Platform Scaling
Natural Language Processing (NLP)
0-to-1 Product Development
Institutional Asset Management
Private Equity Diligence
Financial Valuation Modeling
Model Evaluation & Traceability
Applied AI & Forward Deployed GTM
Cross-Functional Engineering Leadership

References - Contact information upon request