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Founder and AI consultant · CFA Charterholder

Put AI agents to work in your company, with review and controls.

I'm a CFA and a solo founder. I run my own products with a crew of AI agents, part time, next to a full-time job. I help founders and small teams set up the same kind of system, remotely.

Title

Founder and AI consultant · CFA Charterholder

Cloud

AWS Solutions Architect

Service area

Remote, anywhere

01. The problem

Your AI demo worked. The workflow still eats the week.

A working prototype is not a system your team can leave running. The handoffs, the review, and the cost check are the work.

I've built AI and data systems at large companies, and now I build and run my own small products with AI agents. I help founders and small teams set up the same kind of system, remotely.

02. What I do

Put AI agents to work in your company, with review and controls.

01

Agent workflow audit

About 1 to 2 weeks. I review one workflow and give you a written plan: what to automate, what to keep human, which tools, the review rules, and what can go wrong.

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02

Build sprint

2 to 4 weeks. I set up one agent workflow end to end in your stack. Your team owns it, with a short runbook.

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03

Fractional AI-ops lead or CTO

A monthly engagement. I run the agent setup, review what the agents ship, pick tools, and keep costs in check. Weekly check-in and async help.

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AI engineer profile

03. Track record

Track record

What I've worked on, and what each job taught me about shipping.

AD

Adviser

Co-Founder

2024 – 2024Startup

Co-built a virtual investment adviser for underrepresented groups, turning natural conversation into personalized financial visualizations people could actually use.

C1

Capital One

Quantitative Analysis Manager

2020 – 2024Finance

Led ML-driven liquidity forecasting across finance, data engineering, and compliance teams.

FI

FI Consulting

Senior Consultant

2019 – 2020Finance

Earned the CFA charter while contributing to financial data series work with the Office of Financial Research, translating policy and market context into usable analytical outputs.

EW

Effective World

Chief AI Scientist

2024Startup

Led AI and data science initiatives to improve audience intelligence and campaign optimization, connecting model outputs to operational marketing decisions.

FB

Fardabook.com

Founder & CEO

2011 – 2014Startup

Founded and scaled a textbook-focused online bookstore, owning product, operations, and go-to-market from zero to running business.