Headline

Former JPMorgan ED | Principal @ AgentLayer | Enterprise AI for Regulated Industries | Author of 10+ AI Books

About

Interim executive and transformation operator helping Fortune 500 enterprises — especially in financial services and other regulated industries — execute AI, operating model redesign, and large-scale transformation without long hiring cycles. 27+ years across banking, technology, telecom, and consumer sectors. Former JPMorgan Chase Executive Director. Advisor to Fortune 100 leaders. I sit at the intersection the market is now rewarding: business strategy + AI + operations + transformation + governance + execution. Where I create value as an interim / fractional leader: • Enterprise AI strategy & execution — connecting AI to measurable business outcomes (revenue, productivity, CX), not experimentation • Operating model redesign — restructuring how work actually flows when AI and agents enter the org • PMO & transformation leadership — stabilizing multi-initiative portfolios (AI, ERP, restructuring, regulatory) • Post-merger integration & M&A execution — operating model harmonization and tech integration • AI governance & risk — human-in-the-loop controls, audit trails, regulatory readiness for banks and insurers • Workforce transformation — redesigning roles, teams, and talent strategy for an AI-native enterprise • Agent workforce architecture — multi-agent topologies mapped to business domains (AgentLayer) I'm a business-minded operator who bridges technology and execution — not a pure technologist. I'm available for interim C-suite roles (Chief AI Officer, Chief Transformation Officer, COO-type mandates), fractional engagements, and selective board/advisory work. 📩 To engage: DM me here or visit AgentLayer — https://agentlayer-ai.netlify.app/

Location

Dallas-Fort Worth Metroplex

Work experience

Principal, AgentLayer | Head of AI Strategy & Agentic Workforce Architect at Self-Employed, 2022 - Present · 4 yrs 8 mos, Dallas, Texas, United States, With 27+ years of experience across JPMorgan Chase and global consultancies, I help large organizations move from AI experiments to production value. AgentLayer is my independent advisory and architecture practice focused on enterprise agent workforce systems. The goal is governed, production-grade agents that deliver real outcomes. Focus - Workforce architecture design mapped to business domains and multi-agent topologies - Governance and compliance controls with human-in-the-loop, auditability, and risk management - AgentOps: monitoring, performance analytics, incident response, and continuous optimization Open to full-time Head of AI Strategy roles while continuing selective advisory engagements. 🌐 Website: https://agentlayer-ai.netlify.app/

Executive Director - Digital Transformation at JPMorgan Chase & Co., Apr 2018 - Feb 2022 · 3 yrs 11 mos, Dallas-Fort Worth Metroplex, Provides day-to-day management of product lines with 6 billion customer interactions, $60 billion in sales. Holds full P&L for $350 million budget. Leads a team of 150+, comprised of Business Architects, Client Leads, Process Designers, and Business Partners. Vertical P&L Owner and horizontal Chief Business Architect for $1 billion portfolios in banking, payments, and technology. Reports to Managing Director, Build the Bank Transformation. Develops and maintains relationships across senior business stakeholders. • Orchestrated the successful launch and introduction of innovations in Digital Origination / Onboarding, Mobile Banking, Payments / E-Commerce, Rewards / Loyalty, P2P/B2B Solutions, and CRM. • Drove the digital transformation and product roadmap, across the organization, through a combination of unified platform architecture, microservices, harnessing customer data, and using AI/ML • Restructured organization, improving IT capabilities by hiring key resources, developing existing employees, and establishing new delivery/support functions. • Developed guidelines and best practices for designing customer journeys, by continuously updating the playbook. Assessed impact of de-prioritization of journey items with product managers and service owners, against delivery of end-to-end experience. • Achieved delivery of large-scale business projects with zero budget overruns, linking IT activity to business results. • Spearheaded development of AI/ML based solutions for the business, capitalizing on growth opportunities. • Transformed organizational governance, operating models, product strategies / platforms, and go-to-market launches. • Established and implemented strategic business initiatives, building thought leadership, branding, revenue, investment, and alliances. • Prepared, participated in, and presented to regular senior executive meetings and briefings.

Senior Manager, Digital Strategy and Transformation at Strategy&, part of the PwC network, 2015 - 2018 · 3 yrs, Dallas-Fort Worth Metroplex, Directed strategy and program management capabilities. Implemented IT, business, digital transformation, and digital strategy development. Steered ambitious projects and drove operational excellence and strategic capabilities. Grew combined revenue sources to over $16 million by partnering with C-level executives at Fortune 100 Telecom, Consumer Products, Financial Services, High Tech and numerous large, multi-national corporations. • Achieved $12 million in new client projects by launching a new market offering which delivered management and consulting services to strategic customers and high potential prospects. • Exceeded all financial objectives and metrics by 120%, leading global sales organization to achieve top-line growth. • Created innovative go-to-market model, repositioning Amdocs as a growth company, boosting sales by 30% to finish the plan year. • Optimized business operations and technology deployment, by developing a multi-phase, multi-year strategy and repositioning organization with bias toward profitable growth. • Reported to C-level executives at Fortune 100 Telecom, Consumer Products, Financial Services, High Tech, and several other large, multi-nationals. Grew sales and managed customer relationships, averaging annual sales of +$6 million and fees supervised of +$10 million. • Identified $30 million in technology operations savings and enabled $75 million in savings across SG&A functions by directing the technology work stream of a $12 billion global consumer products company through data and analytics. • Generated 20% in cost savings by leading the technology enablement of an end-to-end process redesign of Customer-to-Cash process across seven product lines for a $2 billion company. • Led the digital work stream of a global back-office transformation planning program to design leveraged services organizations for IT, Finance, HR, and Procurement. Benefits were conservatively estimated at $30 million over five years.

Strategy Manager at Accenture, 2010 - 2015 · 5 yrs, Greater Chicago Area, Drove practice development and thought leadership, managing a $9 million portfolio of projects for Fortune 500 clients. A trusted advisor to C-level client executives, including CIO, CTO and CEOs and Steering Committees. Spearheaded an international team of business and technical resources (200 in total; 60 direct reports) in US, Europe and Asia. Defined strategic direction for the CTO organization, incorporating website design, integration, content management, customer service, and reporting. Sectors served included Telecom, Hospitality, High Tech, Energy, Utilities, Financial Services, and Healthcare. Consistently generated multi-million dollars in annual services revenue across multiple clients/initiatives (Digital Ecosystems, Corporate and Competitive Strategy, Business Consulting, Governance, and Transformation) with a specific focus on Digital Strategy & Enablement. • Designed and delivered “Celebrating Performance Award” project, creating Digital metric scorecards for a leading high-tech client to track financial performance, customer satisfaction, product service levels and service volume. • Established $60 million global transformation program designed to improve the operating model, driving a higher level of client centricity and focus on meeting clients’ business commitments. Benefits were estimated at $375 million. • Streamlined and improved end-to-end software approval and implementation processes for $12 million in Digital spend, by creating an oversight committee and tracking process. Benefits were estimated at $3 million. • Saved $1.5 million by instituting a large-scale Agile platform redesign effort in the IT organization.

Senior Consultant at Deloitte, 2007 - 2009 · 2 yrs, Greater Chicago Area, Drove major projects and large teams for engagements within Digital strategy, M&A, new channels, customer market strategy, supply chain, and corporate strategy. Created methodology, processes, and tools to extend and enhance practice capabilities across multiple industries including Consumer Products, P&C Insurance, Financial Services, and Telecom/High Tech. • Evaluated $2 billion of video offerings and provided a triple play bundle for major telecom provider, to counter competitive threats and successfully position the client for future growth. • Enhanced customer experience metrics by 21% for a Fortune 100 client by reengineering processes, data, organization, and technology, leveraging customer information management capabilities. • Defined sourcing strategy, identified key sourcing opportunities and provided team leadership for a global IT operating model design. Successfully identified several opportunities representing $50-$60 million NPV over seven years. • Redesigned claims process for a major P&C insurance company (>$1 billion revenue), performing deep data analysis to benchmark client’s metrics and aligning with best-in-class claims systems. • Oversaw delivery of $1.4 million in services across three work streams for a high-tech client, defining IT operating model and shared services model for $1 billion IT organization. Steered team of 14 resources, defining elements of the delivery structure and processes for global demand and resource management. • Captured an additional $2.5 million in value-added services by delivering forceful client presentations.

Education

MBA, Management & Strategy, Analytical Consulting & Marketing, Northwestern University - Kellogg School of Management

Business Analytics and Strategy, Harvard Business School Executive Education