Bridging AI Ambition & Enterprise Execution
Toronto, Canada · 18+ Years · Financial Services & Regulated Industries
AI strategy is easy. Reliable AI in production —
across compliance, legacy infrastructure, and organizational inertia —
is where most programs fail. That's the gap I close.
About Me
I lead AI implementation in complex, regulated environments — where the gap between strategy and production is widest, and where failure has real consequences.
Most AI programs stall not because the models aren't capable, but because the organization isn't ready: governance gaps, legacy systems, compliance constraints, and teams that haven't been brought along. My work is closing that gap.
With 18+ years across OMERS, Citibank Canada, and Royal Bank of Scotland, I've built AI capabilities from zero — agentic systems, LLM pipelines, RAG frameworks, and enterprise AI governance — in environments where every deployment clears real risk, audit, and regulatory bars.
I work at the intersection of technical depth and business language: translating what's possible into what's approved, funded, and in production.
The Work
Reliable outcomes in complex, regulated environments — from global financial infrastructure to enterprise AI that actually ships.
Enterprise AI doesn't fail because the models aren't good enough — it fails because the organization isn't ready. At OMERS, I built the AI capability from the ground up: governance, team structure, vendor strategy, and a multi-year roadmap grounded in what a pension fund can actually trust in production. From real-time contact centre AI to agentic document processing to C-level strategy presentations, every project cleared real compliance, risk, and operational bars. The result isn't a pilot deck — it's a live capability generating measurable savings.
Before AI, there was a decade of making financial systems trustworthy at scale. At Citi, I led architecture for a real-time Trade & Treasury platform — the kind of single source of truth that risk teams and regulators depend on. Spark/Scala pipelines, Spring Cloud microservices, OpenShift — built to survive audits and market hours. This period shaped how I think about systems that have to keep working under real operational and regulatory pressure.
A decade spent in the parts of financial systems that most people never see — SWIFT messaging standards, treasury infrastructure across global markets, core banking for institutions like American Express. At RBS I led the SWIFT ISO 20022 migration and built a Treasury Funds platform used across markets. At Infosys I cut my teeth on enterprise Java systems that ran 24/7 with zero margin for error. This is where I learned what it actually means to build something that has to keep working — the foundation every system I've built since has relied on.
Expertise
Credentials
Portfolio
From enterprise AI systems to personal tools — projects that solve real problems.
A full-stack web app for tracking personal finances — with AI-powered Canadian bank statement PDF parsing (positional column detection for TD, RBC, BMO, Scotiabank), budget management, and real-time analytics. Built with React, Vite, Supabase, and deployed on Netlify.
Enterprise AI contact-centre platform using Five9 Voicestream, gRPC, and voice-to-text AI. Reduced call handling times, improved member experience, and delivered $300K in upfront savings. Presented to OMERS Board as a flagship AI initiative.
Agentic-AI based IDP system replacing OpenText DMS — saving OMERS $421K annually. Combines Azure Document Intelligence, RAG pipelines, and custom AI agents for automated document classification, extraction, and routing.
Recognized for outstanding contributions to AI transformation, cost optimization, and innovation at OMERS — one of Canada's largest pension funds managing $128B+ in assets. Award reflects leadership in deploying enterprise AI systems with measurable, Board-level impact.
EXPERTISE AREAS
The domains I've spent 18+ years building real things in — and where I have the most to contribute.
Production-grade agentic pipelines, RAG frameworks, and LLM orchestration — built to clear compliance, audit, and risk requirements in regulated environments.
ImplementationGovernance frameworks, responsible AI policies, privacy impact assessments, and board-level AI strategy — for organizations where AI failure has real consequences.
GovernanceZero-to-one AI programs: team structure, vendor evaluation, adoption frameworks, and multi-year roadmaps grounded in what large institutions can actually trust in production.
StrategyWORKING WITH ME
Whether you're a senior leader navigating an enterprise AI program or a financial institution scaling what you've piloted — here's how we can work together.
From AI vision to a board-ready, governed roadmap — prioritized around what your organization can actually trust in production.
StrategyHands-on architecture, team leadership, and vendor strategy — to ship agentic AI and LLM systems that survive audits and generate measurable ROI.
DeliveryPeer-level engagement on strategy, governance, and program structure — for leaders navigating AI programs who want a practitioner perspective, not a vendor pitch.
AdvisoryGet in Touch
Let's find 30 minutes.
If you're building an enterprise AI capability, navigating AI governance, or need senior technical leadership for an agentic AI initiative — I'd like to hear about it.
Based in Toronto. Happy to compare notes with practitioners and leaders working on similar challenges.