Apr 2024 – Present · 1 yr 11 mos · New York, New York, United States · Remote

• Global Investors and Underwriters do not have an effective way to measure and quantify the physical risks of the companies they invest and underwrite.
• There is no complete or credible source of Asset Location, Function and Ownership.
• SRS provides detailed Global Asset Location Data (Location, Function, Ownership, and Key Facts) that empower investors and underwriters to understand the Physical Risks, GHG Emissions, and Environmental factors of the companies they invest and underwrite.

Mar 2024 – Aug 2024 · 5 mos · New York, United States

May 2022 – Apr 2024 · 1 yr 11 mos · New York, United States

• Aiera is a closed, yet extensible, architecture that uses an agnostic approach to AI model deployment for the sole purpose of improved capital market research tooling. Aiera's approach combines in-house model building and training to offer the industry's most accurate generative AI, automatic speech recognition, and natural language processing, all in one platform. Since 2017, Aiera has been leading the transformation in how investment professionals and executives access, organize, and drive insights across market-moving events through its emphasis on calendar access, quality connection, and advanced language modeling applications. Aiera is trusted by the world's top asset managers and global institutions, with services delivered through an easily-navigable user interface, APIs, and UI components. Learn more at aiera.com.

Mar 2024 – Present · 2 yrs · Miami, Florida and New York, New York, United States · Hybrid

• As Founder & CEO of Sapient Advisors, I help mid-market financial services, insurance, commercial real estate, information providers, and select startups turn AI from an experiment into a scalable, revenue-driving engine.
• We’re industry veterans with deep experience in regulated industries like banking, insurance, and financial services. Our team has built and monetized products generating over $400M in revenue, and we bring that same commercial mindset to every client engagement.
• We believe Data + AI + UI = Value. That’s why we combine strategy, execution, and monetization into one seamless process, built on a rock-solid data and infrastructure foundation. We don’t just advise; we roll up our sleeves and build alongside our clients.
• Core Service Areas:
• AI Readiness & Product Strategy - Identify high-impact use cases, run design sprints, align stakeholders, and deliver de-risked roadmaps for MVP and scaling.
• Data Architecture, Governance & Monetization - From ingestion, infrastructure, and MLOps to compliance, management, and internal/external revenue generation.
• Build, Scale & Adopt AI Solutions - Agile + design thinking to rapidly validate, develop, and deploy AI-enabled products with user-centered design for adoption.
• Why Clients Choose Sapient Advisors:
• End-to-end expertise - from concept to launch.
• Proven track record in regulated industries.
• Faster delivery with lower risk.
• Solutions that generate measurable ROI.
• If you’re a CEO, founder, or executive ready to make AI real and profitable, let’s connect.
• Please feel free to set up a time via my calendar link: https://outlook.office.com/bookwithme/user/142999739bf44b709d0d12bb437a13db@sapient-advisors.com?anonymous&ep=plink
• Company Website: www.sapient-advisors.com

Sep 2022 – Present · 3 yrs 6 mos · Miami, Florida, United States

Nov 2021 – Apr 2022 · 5 mos · New York, New York, United States · On-site

• Chief of Staff for the Managing Director of the Americas Region for the Global Partnerships and Client Solutions Division

Jul 2021 – Present · 4 yrs 8 mos · New York, New York, United States, Miami, Florida, United States · Hybrid

• Entrepreneurs Roundtable Accelerator (ERA) is New York City’s leading technology accelerator and early-stage venture capital fund. It has invested in 330+ start-ups since launching in 2011. Our alumni companies, who come from all over the world, are already playing leading roles in the evolution of virtually every major global industry. To date, ERA alumni companies have raised more than $2 billion in capital and collectively exceed $10 billion in market capitalization.

Jun 2021 – Sep 2022 · 1 yr 3 mos · United States · Remote

• Work with the co-founders in areas of product development, product marketing, partnership opportunities and strategic planning

Feb 2017 – Present · 9 yrs 1 mo · New York, New York

• Real estate investment firm

Apr 2016 – Apr 2021 · 5 yrs

• Lead the Product Strategy for new AI and machine learning driven product to capture unstructured data into structured data to assist the financial analysts repetitive low value tasks; product will leverage Moody’s proprietary content and expertise in fixed income and credit markets.
• Created and Head the Moody’s Analytics Data Partnership with FinTech Sandbox to better vet startups for MA and identify potential clients and/or new players in market.
• Co-Lead of Engagement Management Team for Credit View Excel Add-In—Asked to lead the Americas team and build out team including account management, prioritization, processes for team to support all activities of Excel Add-In for Credit View Fundamentals product.
• Moody’s Lead Representative for RiXML.org consortium of buy and sell-side firms and technology vendors that provide creation, distribution, and aggregation of investment research.

Sep 2013 – Apr 2016 · 2 yrs 7 mos

• Led the Strategy and Vision of Excel Add-In for new Credit View Product Launch—Managed product strategists for two-year build to add three major content sets, and to redesign and build major features.
• Research Distribution Product Clean-up and Process Implementation—Led multiyear set of projects to clean up product documentation, product permissioning, client records, and onboarding. Grew research distribution partnerships to over thirty partners.
• Successful Product Migrations for Research Web Services clients over six-month period—Identification of affected clients, understanding contracts terms, client announcements, and working with technical teams and updating stakeholders. Migrated 20+ clients and partners.

Mar 2007 – Sep 2013 · 6 yrs 6 mos

• I played a key role in the development of FactSet’s Readership Analytics Project from conception to completion.
• I helped drive the market research that identified the need, secured the funding, and conducted the beta test.
• I launched FactSet’s Embargoed Research Product—Spearheaded all components of market research including competitor analysis, pricing, and strategy. I led the 30-member development team and worked with NLP and machine learning engineers for NLP features that improved user efficiency and make more informed purchase decisions which resulted in better research budget management.
• I developed FactSet’s Investment Research Application and increased the YOY daily user rate by more than 30%.

Jan 2004 – Jan 2007 · 3 yrs

• I was recruited to the firm at start-up to establish the North America Business Unit and to play a key role in the global expansion plan.
• I co-led the global product roll-out of iQWorks—Merrill Lynch's Equity Research proprietary data analytics software.
• I interfaced with the Research Team and the Equity Sales Team while working on Merrill Lynch's trading floor.

Jan 2003 – Jan 2004 · 1 yr

• I analyzed and interpreted P&L data to implement financial models for the Victims’ Compensation Fund and I created alternative scenarios to support in the proper valuation of claimants’ losses.

Jan 2002 – Jan 2002 · 0 mo

• I developed the American Express Value Proposition model based on the strong demographic fit between participants and corporate card members.
• I formulated a B2B strategy that effectively gained card acceptance with merchants.

Jan 2000 – Jan 2001 · 1 yr

• I led the systems integration sales campaign targeted to senior investment management professionals that grew sales in target area by more than 25% in 2001.
• I achieved a 50% increase in sales via contract renegotiation after client mergers and acquisitions.
• I captured a 100% client retention rate from the 25-major financial services firms—GE Capital, US Trust Company, and Verizon Investment Management.
• I established proactive summits that were adopted as a model program.

Jan 1998 – Jan 2000 · 2 yrs

• I generated $10M in revenues for the global fund managers’ segment of North America.
• I grew the account base by 20%+ per year and increased the client satisfaction and retention rates.