AVAILABLE FOR SELECT ENGAGEMENTS

Senior IT. Modern AI. Built for what's next.

Fractional IT leadership and AI strategy advisory for small and growing companies. Public company discipline. Startup speed. Vendor neutral judgment from someone still doing the work every day.

20+
Years senior IT leadership
4
LLM vendors evaluated
24/7
Support scaling target
WHARTON
CTO Program, University of Pennsylvania
01 / PROFILE

Senior IT executive,
hands on with the AI shift.

Two decades of senior IT leadership across regulated industries. Ten years as Vice President of IT and ten years as IT Director, building and running technology organizations through audits, acquisitions, and rapid growth. Graduate of the Chief Technology Officer Program at the Wharton School, University of Pennsylvania.

I currently lead IT service operations, security, and strategic initiatives at a publicly traded clinical stage biotechnology company. My remit covers cybersecurity, SOC 2 Type 2 compliance, vendor management, and the full IT employee experience.

I serve on the company's AI steering committee, where I work on AI governance and policy, Copilot and assistant rollouts, retrieval augmented generation, and LLM vendor evaluation across Claude, Microsoft Copilot, Gemini, and Perplexity.

Outside the day job I advise small and growing companies that need senior IT judgment without senior IT overhead. The brief is simple. Bring the discipline of a public company IT organization to teams moving at startup speed.

Wharton CTO Program  ·  10 yrs VP of IT  ·  10 yrs IT Director
02 / SERVICES

Four pillars. One operating model.

Engagements are scoped against the four areas below. Most clients start with one and grow into the others as trust compounds.

// 01

AI Strategy and Governance

From policy to production. Governance frameworks, LLM vendor evaluation, Copilot and assistant rollouts, retrieval augmented generation, and SOC 2 considerations for AI workloads. Vendor neutral, security first.

  • AI policy and acceptable use
  • LLM vendor selection
  • RAG and knowledge bases
  • Data residency and privacy
// 02

Microsoft 365 and Automation

Get more from the stack you already pay for. M365 and Copilot deployment, SharePoint architecture, Teams governance, Exchange Online hardening, and workflow automation that removes friction from daily operations.

  • Copilot rollout planning
  • SharePoint and Teams design
  • Power Platform automation
  • Identity and licensing
// 03

IT Leadership Advisory

Fractional CIO and IT Director services. Org design, scaling support operations from business hours to 24/7, budget planning, vendor negotiation, and roadmap development for teams without a senior IT leader in seat.

  • Fractional CIO engagements
  • IT org and staffing models
  • Budget and vendor strategy
  • Board ready reporting
// 04

IT Operations Excellence and Resilience

Service operations that scale. ITIL aligned processes, security reviews, SOC 2 Type 2 readiness, business continuity, and the operational discipline that keeps a growing company audit ready and resilient.

  • SOC 2 Type 2 readiness
  • Incident and change process
  • Support tier design
  • BCP and DR planning
03 / EXPERTISE

Tools, platforms, and practitioner depth.

An active practitioner, not a retired advisor. These are the systems I work in every week.

Microsoft 365Exchange OnlineSharePoint TeamsAzureAzure OpenAI Microsoft CopilotClaudeGemini PerplexityFreshServiceFreshService Freddy AI DocuSignSOC 2 Type 2ITIL Entra IDIntuneEndpoint Security Vendor ManagementRAG / Knowledge BasesData Governance AI PolicyBudget StrategySupport Operations
04 / APPROACH

How engagements actually run.

No bloated decks. No discovery for the sake of discovery. Clear deliverables on a clear cadence.

01 · LISTEN
Diagnose the real problem

A short discovery, usually two to three working sessions, to map current state, constraints, and the outcome you actually need. No theater.

02 · BUILD
Ship a working artifact

A policy. A vendor short list. A pilot plan. A rollout playbook. Whatever the engagement calls for, you get something you can act on.

03 · TRANSFER
Leave the team stronger

The goal is durable capability inside your team, not dependency on an outside advisor. Documentation, training, and a clean handoff are part of every brief.

Most engagements run four to eight weeks and are scoped as a fixed fee project rather than an open ended retainer. A short discovery call is enough to tell within a week whether it is a fit.

05 / ARCHITECTURE

Built the way I'd tell a client to build it.

No agency, no CMS, no server to patch. This page is a working example of the discipline behind the advisory, not just a claim about it.

Hosting & CDN
Cloudflare Pages. Static assets served from the edge, no origin server to maintain or patch.
LIVE
Deployment
Git-based, push-to-deploy CI/CD. Every change is versioned, nothing is edited in place.
LIVE
Rendering
Static HTML, CSS, and hand-written JavaScript. No framework, no build step, no client-side hydration.
LIVE
Interactivity
Canvas-based particle network, built without an animation library. Respects prefers-reduced-motion.
LIVE
Scheduling
Calendly popup widget, loaded asynchronously. No first-party form data stored on this site.
LIVE
Transport & DNS security
TLS and DNSSEC posture managed at the registrar and Cloudflare zone level.
VERIFY
Security headers
Content-Security-Policy, HSTS, and related headers, configured via a Cloudflare Pages _headers file.
VERIFY

LIVE reflects what's confirmed in this page's own source. VERIFY items depend on registrar and Cloudflare zone settings that live outside this file, worth a quick pass through your DNS provider and a header scanner before this section goes live.

06 / AI & TECH RADAR

Where things stand, in plain terms.

A working view of the AI and IT tools in active use or evaluation. Updated as positions change, not written once and left to go stale.

Adopt

Microsoft Copilot
Native to the M365 tenant already in place. Data stays inside existing licensing and compliance boundaries.
Azure OpenAI
Enterprise data residency and admin controls make it the default choice for production workloads.

Trial

Claude
Active pilot for knowledge work and drafting. Strong reasoning quality, evaluating fit against governance requirements.
ServiceNow Virtual Agent
Piloting for Tier 1 deflection, watching containment rate before wider rollout.

Assess

Google Gemini
Watching for multimodal use cases and pricing shifts, no committed workload yet.
Perplexity
Useful for research tasks, still reviewing data handling terms before broader use.

Hold

Consumer-tier AI tools without an enterprise agreement
No admin controls, no audit trail, no data processing agreement. Not a fit for regulated environments regardless of capability.

These are directional positions reflecting current practice, not a formal vendor scorecard. They shift as tools, terms, and internal evaluations change.

07 / ROI CALCULATOR

What automation could be worth to your team.

Adjust the numbers to roughly match your environment. This is a starting point for a conversation, not a budget commitment.

0
Support hours freed per quarter
$0
Estimated cost impact per quarter
Days 1 to 30. Baseline current ticket taxonomy and resolution times.
Days 31 to 60. Pilot deflection on the highest volume ticket categories.
Days 61 to 90. Measure containment and first contact resolution, then decide where to scale.

Estimates assume linear savings from deflected tickets and do not account for implementation time, licensing cost, or change management effort. Treat this as a directional starting point for a scoping conversation, not a guaranteed return.

08 / ASK

Ask the assistant.

A live Claude Sonnet 5 call, grounded only in what's on this page, running behind a rate-limited edge function. Not a demo, the real thing, with real guardrails.

Answers are generated live and can occasionally be wrong. For anything you're relying on, confirm it on a call. This runs behind a per-visitor daily limit and a hard monthly spend cap, so it may say it's unavailable if either is reached.

09 / FAQ

Common questions.

Aren't you already working full time? How does this fit?

Yes. This practice runs alongside a full time senior IT role at a public biotech, by design. It keeps my judgment current and vendor neutral, since I am living the same tradeoffs my clients face. Engagements are scoped narrowly, a policy, a vendor evaluation, a rollout plan, and run on evenings and weekends, so there is no ambiguity about availability once we agree on scope.

What does an engagement typically cost?

Most engagements run four to eight weeks and are priced as a fixed fee scoped to a specific deliverable, not an hourly or open ended retainer. Exact pricing depends on scope, and the first conversation is free, so we can figure out together whether it is a fit before any commitment.

Who is this for?

Small and growing companies that need senior IT or AI governance judgment but are not ready for a full time hire in that seat. Common starting points are an AI policy, an LLM vendor evaluation, or a Microsoft 365 and Copilot rollout plan.

10 / PERSPECTIVES

Executive Briefings

Weekly strategic perspectives on enterprise AI, cloud architecture, and pragmatic tech governance.

11 / CONTACT

Let's see if there's a fit.

A short note about your company, your stage, and what you're trying to solve is enough to get started. First conversation is on me.

Based inHouston, TX · Remote engagements
Response timeWithin 48 hours, weekdays