Technology executive, board advisor, and AI transformation strategist with 40 years of experience driving software modernization, operational scale, and governance across enterprise and growth-stage businesses.
Brings hands-on experience moving legacy software to SaaS, improving engineering execution, applying AI/ML in regulated settings, and building practical governance around risk, compliance, and change.
Combines technical depth, elite academic training from MIT and UCLA, and a deep understanding of financial planning, forecasting, and oversight gained through building enterprise tools that support capital allocation, scenario modeling, and executive decision-making.
Known for helping leadership teams assess technology risk, prioritize investments, and translate complex technical issues into clear business decisions.
Click each of the structural committee mappings below to see specific area focus and mapped attributes from the portfolio.
Direct Operational Alignment Details
Categorized across three key pillars of enterprise advisory and operational excellence.
Each engagement follows a proven operational framework. Click to explore the context, intervention, and measurable outcomes.
A specialized healthcare clinical trial SaaS suite required operational alignment to accelerate release velocity, maintain strict NICE regulatory compliance, and lower unsustainable delivery overhead.
Deployed an engineering in-sourcing playbook to transition product delivery from an extended 14-member subcontractor team to an agile, 5-member internal North American engineering pod. Simultaneously integrated generative AI frameworks (LLMs and ML) directly into the core regulatory document processing pipeline.
A market-leading enterprise health risk management platform needed to transition its core portfolio from a legacy desktop infrastructure to a scalable, cloud-native model to capture enterprise-level market share.
Spearheaded a complete desktop-to-SaaS architectural modernization, building an NCQA-certified product offering. Designed a highly scalable, multi-tenant cloud infrastructure utilizing automated build/test pipelines and code review protocols. This structural shift established the company's first formalized Agile SDLC, embedding continuous SOC 2 readiness directly into the development cycle.
A multinational enterprise systems corporation required rigorous operational discipline across its distributed engineering divisions, alongside deep strategic oversight to navigate large-scale organizational disruption.
First operationalized global execution standards by defining a Software Subcontract Management framework that secured corporate SEI CMM certification and led an 18-member engineering team across five global sites. Leveraging this deep enterprise architecture experience and subsequent empirical MIT research, transitioned to directly advising four corporate board members to expose structural executive blind spots and resource misalignments.
Additional direct technical execution mappings as documented.
Engineered core infrastructure for enterprise financial planning and modeling software, giving finance teams more scalable, auditable alternatives to spreadsheet-based planning. This work deepened my understanding of forecasting, scenario analysis, and the governance disciplines required for effective financial oversight.
Designed big data pipeline architectures for full-scale laboratory automation. Leveraged Azure Cloud infrastructures to securely process and deliver massive genomic datasets, preserving strict data protection and transfer security.
Optimized database and platform performance for one of the world's most heavily trafficked enterprise Q&A systems, facilitating high scalability, SOC 2 compliance, and continuous deployment capability.
Managed dual-continent technical delivery for clients across the US and Australia. Designed HIPAA-compliant health assessments and clinical intervention platforms, safeguarding Protected Health Information (PHI) while launching subscription-based monetization models.
Co-founded and architected a HIPAA-compliant clinical cloud solution designed to maximize physician revenue by 20% through automated compliance with Medicare preventative guidelines. Built scalable C#/.NET and iOS architectures, managing IP protection and compliance frameworks.
Foundational registered patents held as primary innovator.
Rigorous scientific and corporate systems transformation training.
Focus: Advanced Change Management, Enterprise Architecture, and Organizational Transformation.
Ready to discuss board advisory or fractional executive engagement? Reach out directly or schedule a consultation.
Open to Board Advisor placements and Fractional CAIO/CTO engagements. Typically available for 10-20 hours per week depending on scope and timeline.
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