Practical AI for owner-run and mid-sized companies
I was the first AI leader at a 350-person company, a $5.8B bank with no AI team and no AI policy. Within 15 months a third of the staff used AI every day, under written rules that kept customer data safe. Now I do the same for companies that want real results from AI, built with their own people, at a price they know before we start.
The company where I was first AI leader. A team of one, leading through champions in each department.
using AI daily within 15 months (Copilot ~15 → 120+ users). CEO and executives trained in person.
to log a customer complaint, with every complaint captured and a full audit trail.
Led conversion and integration as two banks became one.
What working with me is like
Engagements
A day with you and your team. You get a ranked list of where AI pays off in your business, and one small thing built and working before I leave.
How your work flows today, the risks to manage, the opportunities ranked by payoff, and a plan your leadership (or your board) can act on.
The First 90 Days of AI. Safe-use rules, a way to pick projects, the first pilots, training, and a rhythm your team keeps after I step back.
A Copilot or Claude rollout that sticks: licenses, champions, training, and usage you can measure week by week.
For banks, insurers, funds and other regulated firms: an AI policy, risk tiers and controls your examiners can test.
Time with me on one decision: a vendor, a pilot, a policy, a board question.
For studios, small practices and nonprofits
If you run a training studio, a clinic, a small professional practice or a nonprofit, you do not need a strategy deck. You need a website that brings people in, outreach that sounds like you, and numbers you can trust. I rebuild your site, write and schedule your campaigns, and set up simple reporting and tools that keep clients coming back.
Each project has one price, agreed before I start.
Results
Writing
More essays on AI, markets and power at Marked to Market.
About
Most recently I led digital transformation and AI at a $5.8B bank, through its merger into a larger one.
Before that I ran data and analytics consulting engagements for banks, which I won on my own pitches. Fremont Bank's Chief Credit Officer asked for me by name for follow-on work. Earlier, I ran sales and operations for a granite exporter in India, from quarries and factories to containers for customers in four countries. I started in five years of hedge-fund research and risk at Old Lane/Citi and Meru Capital.
So I have sat on both sides: inside a regulated company, and inside a business that makes and ships real things. I write about AI, markets and power at Marked to Market.
Contact
Tell me how your business runs and what slows it down. I will tell you where I would start, whether or not we work together.