Chief AI Architect, Global FinanceJanuary 2026 – present · Irving, TX
- Tempo: Built an enterprise investigation platform and designed its meeting-like interview interface, combining stakeholder discovery, scheduling and OpenAI Realtime voice interviews with structured forms. Available to hundreds of internal users for idea intake, requirements gathering and conflict resolution.
- Aperture: Built a new agentic image-generation harness for slide decks and visual assets, using terse prompts and hundreds of references to reduce reliance on third-party subscriptions.
- Touchless Invoice Processing agent: Co-developed end-to-end orchestration from email ingestion and scanned-invoice OCR through exception handling and Snowflake writes, with a detailed multi-level evaluation framework. Reduced invoices needing human review from 100% to 2%.
- Teaching: Created 10+ workshop apps, including agentic RAG, talking dashboards and a voice-only data-science interface I designed. Teach engineers and senior leaders in the workshop's fifth iteration.
- Developing shared infrastructure for AI application prototyping and deployment across Global Finance.
Senior Principal Data Scientist, Global FinanceMay 2025 – January 2026 · Irving, TX
- Penman: Built and deployed an enterprise financial-analysis system using SvelteKit and Azure to analyze earnings-call transcripts and regulatory filings for finance leaders.
- Redesigned earnings-call transcript proofreading in Penman to help finance teams identify disclosure risks.
- Built MLflow / DeepEval evaluation infrastructure and coordinated organization-wide benchmark development.
- Built an AI-idea prioritization agent with RICE-derived scoring, internal impact metrics and human review.
- Designed adversarial LLM analysis of draft financial disclosures.
Senior Engineering Fellow, Artificial IntelligenceApril 2024 – May 2025 · Illinois
- Founding technical hire of CAT Tech AI; led four engineers delivering 12+ applications for 8,000+ technical users through engineering-analysis automation.
- Created Magic Table for million-row spreadsheet/database workflows, combining formulas and iterative local-LLM prompts to reduce cloud compute costs; developed versions with Ollama.
- Built a ModernBERT-based embedding model for Caterpillar products and parts; orchestrated data collection, developed a synthetic training-pair generation app, and trained on an on-premises H200 cluster.
- Led distributed training, data curation, SFT/PEFT, PPO/DPO alignment, and automated and human evaluation.
- Established an AI curriculum and reading group across 10+ teams, training 300+ engineers.












































