Finance technology and AI leader — 14 years building at the intersection of financial operations, data infrastructure, and artificial intelligence.
Currently leading Finance AI strategy at a large-cap medtech company: generative BI, text-to-SQL, document intelligence, and the data foundations that make enterprise AI trustworthy.
| Domain | What | How |
|---|---|---|
| Data Platform Governance | Layered architecture for 1,200+ objects with self-service access and 99.9% MDM accuracy | data-platform-governance |
| Structured Data AI | Semantic layers enabling AI agents to query financial data without hallucination | semantic-layer-finance |
| Unstructured Data AI | Enterprise RAG platform for document search, chat, and automated comparison | document-intelligence-platform |
| Operational AI | Event-driven automation for work classification, routing, and validation | ai-workflow-automation |
- M.S. Information & Data Science — UC Berkeley
- B.A. Business Economics — UCLA
- 14 years in Finance technology — from financial analyst through AI strategy leadership
- Team of 17 — analytics delivery + data engineering
- Full stack — data architecture, AI product ownership, governance frameworks, executive stakeholder management
- Finance AI strategy & deployment
- Semantic data modeling for LLMs
- RAG application architecture
- Enterprise data governance
- AI product ownership (roadmap, UX, cross-functional delivery)
- Financial systems transformation (SAP, Anaplan, Snowflake)