Open to AI enablement roles and consulting engagements

The technical person who speaks fluent business.

I help finance, operations and IT teams, and small businesses, put AI to work. I build the agents and train the people who use them, in plain language and without the jargon.

$1M
in vendor cost savings delivered
$200K
in invoice reversals secured
15+
AI tools in daily use across 7 departments
13 yrs
running my own cross-border business

Walkthroughs

See how I think, in a few minutes

Short screen recordings: what I built, why I designed it this way, and how a team would use it.

Walkthrough coming soon Loom recording in progress

P-Card Reconciliation, end to end

From a raw card statement to a balanced journal entry.

Walkthrough coming soon Loom recording in progress

Catching a fraudulent invoice

How the agent finds duplicates, over-billing and bank-detail red flags.

Walkthrough coming soon Loom recording in progress

An “AI in 5” episode

A five-minute lesson in the style I used to train non-technical colleagues.

How I can help

From AI curiosity to AI capability

For small businesses taking their first steps and for enterprise teams scaling what already works.

Training & enablement

AI adoption programs for non-technical teams across finance, legal, operations and beyond.

Workflow automation

Internal AI tools and automations that remove repetitive work and surface insight faster.

Use case discovery

Find the high-impact opportunities across departments, from FP&A modeling to contract analysis.

Enablement content

Videos, guides, prompt libraries and playbooks that make AI approachable and immediately usable.

Featured program

“AI in 5”: a video series that got colleagues using AI

At Adeia I created and produced a 10-episode training series, start to finish, that helped non-technical colleagues adopt AI tools with confidence. Five minutes, real tools, immediate value.

10episodes produced
7departments enabled
15+AI tools in daily use

Background

  • Enterprise: built and led the AI enablement program at Adeia Inc. (NASDAQ: ADEA), a publicly traded IP licensing company, across Tax, Accounting, IT, Facilities, Investor Relations, Business Development and Sales Ops.
  • Technical and business: BS in Computer Science, an MS in Management Information Systems, and earlier work as a developer and a financial analyst at Citigroup.
  • Owner's perspective: I ran a cross-border apparel manufacturing and import business for 13 years, with sales, production, supply chain and the P&L.
  • Tools I teach and build with: Claude, Claude Code, Cowork, ChatGPT, Hebbia, and the Claude developer platform.

Work with me

Three ways to start

For small businesses and for teams inside larger companies. I scope each one together, so you know what you're getting before we begin.

1. AI readiness check

A short working session to see where AI could save you time or money, and where it wouldn't. You leave with a ranked list of opportunities in plain language.

Try the self-assessment first

2. One workflow, built

We pick a single repetitive process, such as reconciling invoices, reviewing contracts or tracking renewals, and I build and test an AI-assisted version of it with your team.

3. Team enablement

Hands-on training and short video lessons in the style of “AI in 5”, so your people use the tools confidently and keep using them.

Let's talk

Bring AI enablement to your organization

I'm exploring Head of AI Enablement, AI Program Manager and AI Enablement Manager roles, and taking on consulting work with small businesses and enterprise teams.