Selected Work

Building and scaling AI platforms that deliver measurable enterprise value.

Impact & Scale

Proven Performance

Scaling enterprise GenAI across highly regulated environments. At Morgan Stanley, I delivered 20% advisor productivity gains and $15M projected annual savings opportunity by industrializing RAG-based digital platforms for millions of wealth clients.

20%Advisor Productivity and efficiency gains
25K+Financial Advisors and Portfolio managers served
$15MMS Annual Savings
2M+Wealth Clients Reached
15+Squad members managed

Core Capabilities

What I Build

Applied at Morgan Stanley to modernize legacy knowledge graphs into GPT-powered RAG pipelines with end-to-end evaluation.

Orchestration & LLMOps Stack
User Intent ➔ NLP/NLU recognition
Vector DB (RAG) ➔ LLM Logic and Prompts
Advisor Workflows ➔ Agentic router and Integrations
Evaluation framework ➔ Observability and Evaluation tools
HITL Governance, Engagement and Adoption ➔ Production

Selected Projects (Scroll horizontally)

Morgan Stanley GenAI

Wealth and Investment Management Platform

Owned Platform strategy and delivery across enterprise AI platform used by 25K financial advisors, client service teams, and 2M external clients - delivering 20% advisor workflow efficiency gains supporting NNA growth for Wealth business and $15M in annual cost savings opportunities for ETRADE’s digital business. Architected and scaled five distinct AI assistants from pilot to production. Directly led a 15+ member cross-functional team and managed a $2M annual budget.

RAG Architecture Diagram AI-Assisted Advisor Workflow Diagram

ADP NLP Orchestration

Launched AI-powered digital servicing; improved containment and customer experience with measurable savings to architect orchestration for Virtual Assistants and asynchronous messaging across HR & Payroll products.

AI Assistant Orchestration flow

Verizon AI Assistant

Pioneered Verizon’s first enterprise AI-powered digital automation platform, leading the product development lifecycle from 0-to-1 to enable intelligent customer routing, deflecting 150k calls daily and delivering a 15% lift in NPS.

Verizon IVR to Digital Deflection Flow

Fidelity Goal-Based Planning

Wealth Platform

Product Owner for Fidelity’s first goal-based Planning & Investment platform (FPPA™) and digital advice platform (FidelityGo™). Owned the full-lifecycle roadmap for onboarding, portfolio construction, and financial coaching workflows.

Fidelity

Product Vision & Strategy Case Studies (Scroll horizontally)

Designed to solve the "Vertical Silo" bottleneck. This framework outlines the transition to a horizontal, self-service architecture that allows enterprise teams to deploy AI capabilities rapidly while maintaining centralized security, cost-control, and institutional guardrails.

Scale your GenAI Platform for an Enterprise Internal users

Architected a Multi-Agent Ecosystem to move from passive retrieval to autonomous execution. Implementing a Hierarchical Orchestration pattern, the system utilizes a Manager agent to coordinate worker agents for real-time report generation, CRM integration, and automated client synthesis.

Agentic Orchestration Source Diagram

Focusing on Orchestrating Expertise, this framework moves beyond simple RAG to create autonomous agentic workflows for advisors to help them perform multiple tasks at once while servicing clients. It enables intelligent reasoning loops and specialized agent collaboration into actionable insights and high-stakes decision support like Report generation, meeting summarization.

Agentic Orchestration Source Diagram

Operational DNA

Governance-by-Design

Partnering with Risk and Legal from Day 0 to ensure safety.

Industrialization

Transitioning experimental pilots into production-grade tools.

Measurable ROI

Focusing on P&L impact, efficiency gains, and NNA growth.