I partner with asset managers, financial institutions, and technology‑driven organizations to design AI roadmaps, deliver proof‑of‑concepts, and modernize data architecture and workflows — from strategy through execution.
At a glance
Focused, outcome‑driven engagements. Mix & match as needed.
Assess readiness, identify high‑value use cases, prioritize initiatives, and define a pragmatic adoption plan with governance & KPIs.
Design and deliver rapid prototypes to validate impact, de‑risk investments, and scale into production when value is proven.
Evolve platforms for scalability and reliability — pipelines, integration, quality, lineage, access, and cloud‑native patterns.
Automate repetitive processes and orchestrate end‑to‑end flows to boost productivity and reduce operational risk.
Target operating model design, build/buy/partner decisions, risk management, regulatory alignment, and program governance.
Project planning and execution, stakeholder alignment, enablement & training, communications, OKRs, and measurement to embed change that sticks.
Short diagnostic to align on goals, constraints, and success metrics. Inventory of data assets, workflows, and risk areas.
Co‑create the roadmap, operating model, and reference architecture. Select candidates for fast‑track POCs/accelerators.
Execute with clear governance and OKRs. Train teams, instrument KPIs, and hand over with playbooks and next steps.
20+ years leading global technology transformation at FactSet and Goldman Sachs. Built lakant.io, a next‑generation data aggregation platform for asset managers.
Asset management, investment research, portfolio analytics, performance attribution, ESG integration, customer service operations.
Tell me about your goals and constraints. I'll respond with a pragmatic plan and a clear first step.