Strategic Transformation in
Wealth Management & Fintech
I partner with financial services leaders and fintechs on strategic change, digital transformation, and business model innovation—bringing a decade of AI research, top-tier consulting experience, and seven years driving transformation, product innovation, and cloud-based SaaS platforms at a leading wealth technology provider.
- Emerging technology strategy—AI, cloud, digital assets, SaaS—grounded in delivery experience
- Transformation roadmaps designed to survive delivery reality
- Fractional leadership and board roles for transformation and strategic change
- Independent perspective on business, GTM, operating model, and partnership decisions
Connecting Strategic Ambition to Executable Reality
I work with executives, decision makers, and fintechs driving transformation and operating at the intersection of emerging technology and wealth management. My role is to bring clarity when the path forward is contested, structure decisions before committees drift, and ensure complex ambition translates into roadmaps that teams can execute.
I bridge three domains that rarely come together in one profile: strategy consulting, FinTech product leadership, and a decade of multi-agent systems research, with proven experience in AI, cloud, digital assets, and SaaS transformation. This combination allows me to assess emerging opportunities with technical rigor, shape them into strategies decision makers can approve, and translate them into solutions teams can deliver.
I have driven strategic change and business model innovation, designed and shipped cloud platforms to regulated financial institutions, modernized operating models and technology stacks, and shaped digital businesses and ecosystems. The focus is always on measurable impact: client experience, revenue growth, risk reduction, or cost efficiency.
When engaged, I act as a trusted sparring partner: independent, analytical, and execution-minded. I challenge assumptions, frame options with their technical, organizational, regulatory, and political implications, and help design and steer programs before they drift or stall.
How I Can Help
Advisory on high-stakes decisions
Independent counsel for executives and boards navigating technology-driven transformation: AI strategy, digital asset integration, cloud migration, and build-vs-buy decisions. I provide analytical rigor, challenge assumptions without political agenda, and help structure choices so leadership can move forward with confidence.
Embedding capabilities that persist
Design and refinement of operating models for technology-enabled banking: AI-human collaboration models that scale, agile ways of working, effective sourcing and partnership strategies, and governance that enables rather than blocks innovation. The focus is on what actually works in complex, regulated environments.
Designing what your teams can deliver
Vision and roadmaps for wealth management solutions, cloud-native SaaS, digital asset propositions, and open finance ecosystems. Includes opportunity assessment, build-vs-buy-vs-partner analysis, and translation into delivery portfolios. Particularly suited to decisions where emerging technology and core banking intersect.
From opportunity to governed innovation
Identifying and prioritizing AI, cloud, and blockchain/digital asset opportunities in banking and wealth management, grounded in research and production experience. I help shape portfolios that move from exploration to proof-of-concept to production.
Fractional leadership for transformation & change
Embedded advisory or fractional leadership for fintechs and financial institutions who need expertise at the intersection of AI, cloud, digital assets, and wealth management. Typical engagements include fractional product leadership, strategic advisor to founders, or non-executive board roles.
Let's Talk About Your Transformation Challenge
If you are working on a complex platform, technology, or operating model challenge in financial services—particularly where strategic ambition is running ahead of organizational capability or technical clarity—I'm happy to explore whether there's a fit.