Humanity will change more in the next 20 years than in the previous 300 years.
~ Gerd Leonhard
I help organizations navigate complexity and accelerate digital transformation through AI, data science, automation, and intelligent systems. With business strategy, architecture, and design expertise, I align cutting-edge technologies with practical, results-driven execution.
I’m currently focused on the following:
- All Things AI & Machine Learning (ML, NLP, Generative AI, Agentic Workflows)
- Business Development to reach and connect with clients across the globe
- Intelligent Automation & Business Process Optimization to drive cost and risk reduction
- Enterprise Data Strategy & Digital Transformation to modernize and deliver meaningful change
- Technology Architecture & System Design for integration, interoperability, and future-proofing
Professional Experience
At Citi, I lead Investor and Issuer Services Data Science and Artificial Intelligence initiatives that drive operational efficiency, optimize decision-making, and enhance digital capabilities. My background in quantitative finance, behavioral economics, and various emerging technologies helps position me at the intersection of business and technology, ensuring strategic alignment and innovation at scale.
📊 For a tidy representation of my experiences, visit my LinkedIn profile
Previously, I was Director and Head of the ESG and Responsible Investing Practice in North America at Alpha FMC. There, I led digital transformation projects for financial institutions. Before that, as Chief Operating Officer at the Prudential plc Investment Office, I oversaw technology, operations, and investment data platforms.
Earlier in my career, at ING Investment Management (now Goldman Sachs), I served as Head of Portfolio Analytics and Enterprise Data Architect, designing large-scale data systems and analytics frameworks. I was a senior Quant Analyst and part of a team consistently delivering alpha (1.4 sustained IR) for the Investment Engine. My foundational experience in software engineering and technology architecture began at Cardinal Health, where I earned the 2007 Chairman’s Award, and at Opal Data Technologies, where I worked as an Engineer and Architect on valuation, tax, and billing software.
Engineering Scalable AI and Data Solutions
I have led the end-to-end designs and implementation of data, analytical, AI, and automation platform initiatives, building scalable, high-performance systems to support:
- Data collection, processing, and administration in finance
- Predictive analytics and AI-driven decision-making (front, middle, and back office)
- Quant investing and investment risk platforms
- Automated workflows and operational intelligence
- Enterprise data warehouses and business intelligence frameworks (Kimball & Inmon styles)
- Cloud-native architectures and distributed computing (SaaS Intelligent Automation on AWS)
- Process reengineering and technology modernization (from Fortran, Foxpro, Dbase, C, and COBOL)
Beyond Work: A Mindset of Continuous Innovation
I believe in continuous learning, rapid experimentation, and the power of innovation to drive meaningful and lasting change. Whether developing AI-powered business models, modernizing legacy systems, or architecting scalable digital solutions, I focus on pragmatic execution and real-world impact. I play a few instruments and find the language of music helpful in developing the structure, discipline, and patience for long-term strategy development and implementation.
📡 Let’s Connect: Follow me on LinkedIn and X to stay updated on my thoughts on AI, data science, intelligent automation, and digital transformation.