I build and run production AI agent systems. 20 years of experience in finance, accounting, marketing, and FinTech. Data and results-driven business leader.
I build and run AI systems for marketing and content. Among them: an end-to-end SEO system that scores every page against my proprietary content-quality model and automates rewrites based on Google Analytics, Search Console, and other data sources, agents that research a topic and publish finished YouTube videos with human-like audio, and custom MCP connectors that feed financial and web-analytics data into those agents.
I've spent 20 years across finance, accounting, marketing, and FinTech, with an MBA in finance, so I keep the work tied to ROI and real outcomes. I'm as comfortable teaching a team to use these tools as building them.
MBA, Finance · University of Denver, Daniels College of Business
BSBA, Finance · University of Colorado Boulder, Leeds School of Business
Certificate in International Business
Semester Program · The Hebrew University of Jerusalem, Israel
Certification: Certified Financial Education Instructor (CFEI)
I design and run multi-agent systems where autonomous agents chat with each other to plan and finish work. My preferred platform, Paperclip, orchestrates these agent workflows on Claude in daily use.
Deep experience securely managing AI knowledge and getting efficient, effective results from custom vector databases. My preferred memory layer, MemPalace, holds ~19,000 entries for long-term agent recall.
I integrate AI with MCPs and APIs to get real work done. My assistant, Hermes, is wired into 13 tools over MCP and handles real tasks every day.
A proprietary scoring model plus automation. It ingests Google Analytics, Search Console, and other data, scores every page on a site, finds the highest-leverage fixes, and automates rewrites.
Research-and-generation agents that take a topic and publish finished YouTube videos with no manual steps, including human-like audio and AI-selected video clips.
Routing across both self-hosted and cloud models to maximize ROI and AI results, cutting spend without losing quality.
"Harnessing AI: The Frontier of Content Creation in the Credit Card and Consumer Credit Industries."
"How I Use Multiple AI Platforms to Turbocharge My Content."
Panelist on using AI as a finance content creator.
Plus 13+ years writing finance and tech for mass audiences, and an AI industry conference attendee since 2021 (pre-ChatGPT release).
Anthropic (Claude), OpenAI (ChatGPT), Google (Gemini, Gemma), Ollama, DeepSeek, Qwen, agent frameworks, MCP development, retrieval-augmented generation (RAG) with custom vector databases, LLM cost optimization and routing, integrations via n8n and Zapier plus custom applications and connectors, Python, and SQL.
API development, full-stack and WordPress development (PHP, HTML/CSS), self-hosted applications, cloud hosting, and networking. Hands-on cybersecurity: network hardening, secrets management, zero-trust access, and threat awareness.
Oracle, PeopleSoft, SAP, NetSuite, QuickBooks, and advanced Excel for reporting, forecasting, and analysis.
Content strategy, SEO and GEO (AI search), Google Search Console, Semrush, Google Analytics, CRM, executive dashboards, and ROI measurement.
Eagle Scout · Boy Scouts of America
Cubmaster · Cub Scout Pack
Chair · College Area Community Council