About

I’ve spent 20 years inside financial services data — at exchanges, global banks, and fintech firms. I know this industry from data origination through trading and post-clearing. I’ve sold data to hedge funds when they were still building their quant desks. I’ve helped broker-dealers rethink their data infrastructure before an exchange audit showed up. I know what works and what doesn’t because I’ve been in the room when both happened.  I don’t represent a vendor. I don’t have a product to sell you. What I have is an honest read on your data infrastructure, your roadmap, and what it’s going to take to close the gap. 

If that sounds like the conversation your firm has been missing, let’s find 20 minutes. No deck. No pitch. Just a real conversation about where you are and what to do about it. With an MBA from William & Mary and an AI for Business certification from Penn, I bridge the gap between strategic business thinking and the practical realities of AI deployment in financial services.