Global customer experience platform
I led the solution architecture across CRM, identity, analytics, and downstream services. The control model addressed the firm's security requirements, with adoption planned from the first release.
Senior Solution Engineer at Microsoft in financial services. I design and demonstrate Dynamics 365 platforms for banks, insurers, and capital-markets firms, including their security model and, lately, the AI agents that run on them.
M.S. in cybersecurity. Below: where I have worked, three engagements, two working prototypes, the finance papers I write and build, and my credentials.
Current role: Senior Solution Engineer. Dynamics 365 for banks, insurers, and capital-markets firms.
Microsoft Innovation Award, 2025 · Titanium Dynamics Deal Winner, 2020 · Living Our Culture Award, 2018
LaunchPad Program, 2013 · Best Presentation Award, 2016
Client names are withheld.
I led the solution architecture across CRM, identity, analytics, and downstream services. The control model addressed the firm's security requirements, with adoption planned from the first release.
Technical lead across CRM modernization programs: integration design, access controls, and data ownership, planned together with adoption. The programs served thousands of users.
I designed an assistant connecting advisors to their CRM records and documents. It respects the advisor's permissions and keeps answers traceable to their sources.
A Dynamics 365 demonstration with custom agents, MCP servers, and browser automation, following one fictional client from discovery to demo day. Product facts carry sources and review dates.
A USDC remittance and custody concept inside a bank app, from member screens to the operations behind them. No real funds, chains, or APIs.
Money, Examined is a series of 12 interactive papers on household financial decisions, written and built independently. Each states its assumptions and cites its sources.
What do recurring costs do to long-horizon wealth?
Why does diversification change the range of outcomes?
When is investment income a label for total return?
Lessons, recipes, and calculators for the Sony a6700 and the two lenses I use.
Writes a day of training from a machine, a clock, and a goal. The same inputs give the same day.
Turns calorie and macro targets into gram weights per bowl, with deltas when a target can't be met.
The best way to reach me is a message on LinkedIn (opens in a new tab) .