Human Presence May 2026 – Present
Advisor · Product Strategy & Applied AI
Advising wealth-tech firms on production Claude plugins, MCP connectors, and governed AI workspaces.
AI / ML CRM Platform
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An AI-native product leader, I've spent the last two decades shipping features and products in high-stakes, regulated environments. More recently, I've leaned into my identity as an AI-native builder, focused on building in the open, AI product strategy, and AI-native team-building.
20+ years
10+ leading
19 shipped
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pdf May 2026 – Present
Advisor · Product Strategy & Applied AI
current Human Presence
Advising wealth-tech firms on production Claude plugins, MCP connectors, and governed AI workspaces.
ai / ml crm platform
Impact
- Building production-grade custom Claude plugins and Skills for RIAs, plus the MCP connectors that wire them into CRM and portfolio systems on AWS Bedrock.
- Advising product strategy for Advisor OS, a governed AI workspace for wealth-management firms, translating advisor jobs-to-be-done into per-tenant plugin configurations.
- Recommended a buy-to-stand-up path for the AI context layer: partnering on a semantic-layer platform and graph database to move fast, with a roadmap to build in-house as the firm scales.
- Authored the enterprise MCP and plugin platform proposal: custom MCPs with auditing gated behind an AWS AgentCore gateway, and a relationship-aware entitlement model with per-persona tool scoping.
Jan 2026 – Jun 2026
LLM-assisted interaction capture from Bloomberg Terminal
recent Jefferies · VP · Product Lead
Auto-capture of client interactions from Bloomberg Terminal chat, classified & enriched for CRM.
ai / ml data
Impact
- Conceptualized and implemented a rules engine for signal validation, participant identification, and structured conversation extraction from raw Bloomberg Terminal XML.
- Developed a multi-stage ingestion pipeline in Python (spaCy, NLTK) to transform raw Bloomberg chat into clean, structured conversations.
- Participated in fine-tuning and evaluation of LLM classification of chat signals, with guardrails for small-talk filtering, trade signals, exclusions, and sensitive commentary.
- Architected the enrichment of raw interactions with CRM reference data.
- Prototyped a human-in-the-loop review pipeline with a model-RL feedback cycle for rapid evaluation and iterative output improvement.
Jan 2026 – Jun 2026
Enterprise AI Search Assistant
recent Jefferies · VP · Product Lead
Multi-agent RAG search assistant for the CRM, in discovery & design.
ai / ml search crm
Impact
- Defined the product vision for an AI-powered CRM search assistant using advanced RAG and multi-agent patterns.
- Assessed modern LLM search architectures, single-agent with advanced RAG versus multi-agent orchestration.
- Finalized the manager-worker pattern after a detailed architectural assessment of query complexity and maintainability tradeoffs.
- Led product discovery, strategy, and UX design for the solution.
- Used Claude Code and Figma Make to rapidly prototype, capture early user feedback, and iterate on search patterns.
Jul 2025 – Dec 2025
Research LLM Summaries
recent Jefferies · VP · Product Lead
LLM summarization that cut research distribution from ~20 minutes to under a minute.
ai / ml
Impact
- Launched an LLM solution for rapid summarization of research documents, accelerating the content-distribution pipeline.
- Reduced time-to-distribute from roughly 15–20 minutes (manual) to under a minute via pre-formatted LLM templates, an 85–95% time savings for content operators.
- Introduced source citation and hyperlinked references for transparency and user trust.
- Ran in-depth human-in-the-loop evaluation sessions with analysts to refine summarization quality and tailor output to document types.
- Implemented in-summary feedback mechanisms for continuous model refinement via RL.
Feb 2025 – Jul 2025
Enterprise Global Search
Jefferies · VP · Product Lead
Federated search across 20+ CRM datasets, sub-100ms typeahead.
search data crm
Impact
- Launched enterprise federated search aggregating CRM data from 20+ datasets, replacing a universally disliked legacy system.
- Authored detailed API contracts for typeahead and advanced search: request/response payloads, error handling, latency targets (<100ms p50), and uptime SLAs.
- Applied semantic search with differential weighting across user-specific datasets, driving a 3× shift in search traffic to the CRM (75% of all queries).
- Built a real-time keyword typeahead, reducing response time from 5s to <100ms (measured via a Playwright performance harness).
- Architected real-time indexing between MongoDB on AWS and Amazon OpenSearch; achieved universal satisfaction across 50 surveyed users.
Jul 2024 – Dec 2024
Contact Recommendation Engine
Jefferies · VP · Product Lead
ML contact recommendations for analyst-sales touchpoints; 70% adoption in Q1.
ai / ml crm data
Impact
- Launched an ML-based contact recommendation application for marketing and analyst-sales touchpoints.
- Led discovery and design of a customizable ML scoring engine using interaction, readership, and coverage data.
- Reached 70% adoption across roughly 700 research analysts and sales users within the first quarter.
- Shipped pre-configured scoring templates for common use cases, reducing setup friction for non-technical users.
Jan 2021 – Jun 2026
CRM, Data & Intelligence Platform for Capital Markets
Jefferies · VP · Product Lead
0-to-1 CRM, Data & Intelligence platform on event-driven AWS pipelines; 35% → 80–90% adoption.
crm data platform
Impact
- Led a cross-functional team of 25+ engineers, designers, product owners, and analysts delivering a 0-to-1 CRM, Data & Intelligence platform on event-driven pipelines and microservices on AWS, unifying Salesforce and 10+ enterprise sources.
- Architected core CRM workflows: Client Onboarding, KYC, Contact & Coverage, Meeting Management, Campaigns, Opportunity & Deal, and Revenue Attribution.
- Implemented Master Data Management for contacts, consolidating client records with golden IDs, and maintained 95% data accuracy via weekly automated reconciliation.
- Grew daily active usage from roughly 35% to 80–90% of in-scope users, replacing a disliked SaaS product and offline Excel workflows.
- Maintained full compliance with ethical-wall requirements between Research and Banking, and launched reporting dashboards for senior-management transparency.
Aug 2012 – Jul 2018
Research CMS & Distribution
Capgemini · Morgan Stanley · Sr. Consultant · Product Owner
Bespoke research CMS — authoring, publishing, distribution, analytics — for Morgan Stanley.
cms platform search
Nov 2010 – Aug 2012
Earlier Capgemini engagements
Capgemini · Sr. Consultant
Financial-services & fintech consulting.
platform
Jan 2010 – Nov 2010
Citiustech Solutions
Citiustech Solutions · Sr. Quality Assurance Engineer
Quality engineering on healthcare-domain platforms.
foundations
Jul 2006 – Jan 2010
Mindtree Ltd. · Microsoft platform engineering
Mindtree Ltd. · Sr. Software Engineer
Career began here — Internet Explorer, Windows service-pack testing, and Windows Defender.
platform foundations
career started @ Mindtree · Jul 2006