AI enablement leader for regulated financial institutions

Why clients bring me in

Financial institutions know that the hard part isn’t deploying another model—it’s earning trust, satisfying regulators, and coaching teams to change how they work. My role is to design end-to-end enablement programs that make AI safe, explainable, and valuable for every stakeholder.

I combine experience launching AI and analytics initiatives with executive-level change management and governance expertise. Every engagement ships with the literacy content, workflow design, and accountability structures that keep adoption high long after pilots end.

AI enablement strengths

• AI literacy and coaching: role-based training for portfolio managers, risk, compliance, and operations teams.
• Human-AI workflow design: explicit hand-offs, explanations, and escalation paths tailored to regulated environments.
• Governance activation: translating policy into operational controls inside Collibra, model inventories, and reporting cadences.
• Change management: incentives, communications, and feedback loops that keep momentum and surface issues quickly.

Recent change-management wins

Credentials that regulators respect

• MIT Sloan MBA focused on analytics, strategy, and organizational change.
• Active security clearance enabling work with government and highly regulated enterprises.
• A decade leading data and AI programs across asset management, broker-dealers, and fintechs.
• Hands-on expertise with Collibra, SQL/Python, Power BI/Tableau, and AI governance tooling.

How we start working together

1. 1Discovery session with executives, risk, and business stakeholders to align on ambition and constraints.
2. 2AI readiness assessment covering literacy, workflows, governance, and measurement gaps.
3. 3Co-design of enablement tracks, pilot workflows, and guardrails tailored to your organization.
4. 4Launch with adoption scorecards, change support, and leadership reporting from day one.