Enterprise AI architecture, strategy, and leadership
Create operating leverage where human capacity is the constraint.
I lead AI and data initiatives from business need through implementation. My background is in service operations, enterprise product ownership, and technology transformation.
I am currently AI Solutions Architect at a leading election services company, where I lead development of enterprise AI and data capabilities across strategy, architecture, governance, and delivery.
- Established its enterprise AI and data function and authored the strategy.
- Before that, owned AssetMark's service and contact-center platform for approximately 250 users. That work included post-launch stabilization of an approximately $3M service transformation.
- Earlier, led and developed a 15-person service team.
About
I started closest to the customer. I worked directly with financial advisors and eventually led a 15-person service team. From there, I turned to the systems behind the work: capacity, workflows, data, contact-center technology, product design, and ultimately AI.
At AssetMark, I moved into analytics and enterprise transformation, then into product ownership of the service platform my old team worked in. In 2024 I joined a leading election services company part-time to work on KPIs and reporting. My remit there has since grown to cover enterprise AI and data strategy, architecture, governance, and hands-on delivery. In that role, I work with business owners and IT on priorities, approvals, and operational use.
In every role, I have cared most about the quality of the service and what it is like for the person on the other end.
I work hands-on with Azure, C#/.NET, Python, TypeScript, PostgreSQL and SQL, APIs and data pipelines, MCP, SDKs, and CI/CD.
Work
Enterprise AI & data
Election services, 2024 – present
- Developing enterprise AI and data capabilitiesA case study of selected decisions: connecting business priorities to architecture, evaluating alternatives, establishing governance, and widening access in controlled stages.
- Enterprise searchI implemented permission-aware search and retrieval-augmented generation (RAG) over internal sources, with citations and access controls. I refined retrieval and answer quality through evaluation and pilot feedback.
- AI securityI developed security controls for internal AI applications and AI-assisted engineering. The work includes threat modeling, permission boundaries, controlled releases, documented testing, and explicit treatment of residual risk.
- Reporting and document generationI built and iterated internal reporting and document-generation capabilities with business users. For document generation, I extended a working prototype instead of rebuilding it.
- Workflow discovery and automation designThis is early-stage work in print and mail operations. I am documenting the process and finding where automation would materially improve throughput or quality.
Enterprise service & product transformation
AssetMark, 2018 – 2026
How I work
Start with the operating problem.
Define the outcome and the constraints first, then choose the architecture.
Build enough technical depth to make decisions that hold up.
A strategy should still work once implementation starts.
Measure what changes.
A launch is an intermediate milestone, not the business result.
Experience
Apr 2026 – Present
AI Solutions Architect
A leading election services company
The role covers enterprise AI and data strategy, architecture, governance, and delivery. It reports to the COO.
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- Established the enterprise AI and data function and authored its strategy.
- Designed shared architecture for governed data, knowledge access, reporting, AI, and automation.
- Built and iterated internal AI and data capabilities with business owners and IT, including enterprise search, reporting, document generation, and secure AI delivery practices.
Mar 2024 – Apr 2026
Senior Business Intelligence & Innovation Analyst, Part-Time
A leading election services company
Worked part-time, concurrent with AssetMark. Implemented KPIs and Power BI reporting, and automated job costing and operational financial reporting. Moved to full time as AI Solutions Architect in April 2026.
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- Implemented KPIs and built the Power BI reporting that tracks them.
- Automated job costing and operational financial reporting.
Jan 2025 – Apr 2026
Product Manager, Service Enablement
AssetMark, Inc.
Owned the Salesforce service and contact-center platform supporting approximately 250 users. Led post-launch stabilization and continued improvement of an approximately $3M service transformation spanning telephony, chat, and email. Later developed the service-enablement and AI roadmap.
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- Resolved prioritized defects across Vonage and Salesforce, improved routing and workflows, and rebuilt intake and prioritization with the Operations Advisory Board.
- Led the successful initial pilot of Salesforce Chat inside the advisor portal and built its ROI model and executive investment case.
- Authored technical proposals (RFCs) for an Agentforce knowledge-quality agent and for a new high-net-worth engagement platform.
Nov 2021 – Jan 2025
Analyst, Advisor Services
AssetMark, Inc.
Led capacity and cost analytics for the service operation and was the business-side contact-center SME. The work spanned workforce economics, investment cases, vendor evaluation, governance, requirements, UAT, and adoption. Received the 2024 Hero Award.
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- Built the capacity and cost-per-contact models used to right-size staffing for the core service team.
- Established and chaired the 11-member Phone System Governance Committee and ran the cross-functional UCaaS/CCaaS RFP. Product and service enhancements to the phone system required the committee's unanimous approval.
- Built the business case with Finance, covering NPV, CapEx/OpEx, and four-year economics. It modeled benefits of 9 to 9.5 FTE of capacity and about $100K a year in support savings.
Feb 2018 – Nov 2021
Relationship Management Roles / Advisor Services Team Lead
AssetMark, Inc.
Promoted to Advisor Services Team Lead in April 2020, then led and developed a 15-person service team supporting financial advisors in a regulated environment. Earned two Innovator of the Quarter awards.
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- Managed complex advisor relationships and supported portfolios of up to $75M in assets under management. Held a FINRA Series 6 registration.
- As team lead, made staffing recommendations, handled high-risk escalations, and presented quarterly service results and priorities to senior leadership.
- Earned two Innovator of the Quarter awards for an SLA calculator and a Salesforce case peer-review process.
2013 – 2017
B.A. Biblical and Theological Studies
Biola University
Minor: Great Books of the Western Tradition · Cum Laude
Certifications: Certified Scrum Product Owner (CSPO) · Certificate in Product Owner Analysis (IIBA-CPOA) · Certified Sarbanes-Oxley Expert (CSOE) · Six Sigma Yellow Belt · FINRA Series 6 (BrokerCheck)
Independent projects
I build independent projects on my own time to stay hands-on with the tools I ask teams to trust.
The buildwithnexus source is on GitHub. The download count comes from the npm registry. Downloads are not unique users.
Contact
I welcome conversations about enterprise AI, data architecture, product strategy, and operational transformation.