About AI: From Strategy to ROI
Most organizations have run an AI pilot. Far fewer have turned one into results their leadership, risk and finance teams will stand behind. This publication is about closing that gap, in any industry.
What you’ll find here
More than 100 practical articles on Generative and Agentic AI, organized into 15 topics, with more articles and topics coming soon:
Introduction to Generative and Agentic AI: the essentials of how Generative and Agentic AI work, plus Prompt Engineering and Context Engineering
Strategy and Adoption: choosing the right Use Cases, assessing Data Readiness, building the Business Case, measuring Return on Investment (ROI), and turning early wins into lasting habits
People and Skills: AI Literacy and Hands-on Training for everyone from executives to frontline staff
Architecture and Engineering: Agentic AI Design Patterns, Harness Engineering, Retrieval Augmented Generation (RAG), and Deploying and Scaling solutions in production
Governance, Risk and Security: Controls and Guardrails, Observability and Evaluation, Risk and Security Management, and the Regulatory Landscape
AI in Financial Services: lessons from one of the most regulated industries, useful wherever AI meets real business constraints
New here? Begin with Start Here or browse by Topic.
Coming soon
The articles are only the beginning. Next on the way:
Hands-on Training Labs: step-by-step exercises you can follow with your own team
Email Courses: short series that teach one skill a day
Live Sessions: live question and answer sessions on the topics you care about
Practical Toolkits: checklists, templates and cheat sheets you can put to work right away
A Build Diary: behind the scenes of my agentic AI side project, where Gemini, Claude and ChatGPT compete against each other at Wheel of Fortune
Who it’s for
Business and technology leaders, architects, risk and governance professionals, and anyone responsible for moving AI from experiment to everyday use.
About me
I am an AI and Digital Transformation leader with 25+ years of applying technology on Wall Street, at firms including Goldman Sachs, Bank of America, and Citigroup. I specialize in Generative AI, Agentic AI, Machine Learning, and Data Science, and have authored 52 training courses on these topics, including 35+ on Generative and Agentic AI.
My work sits at the intersection of AI architecture, adoption strategy, governance, risk management, regulatory compliance, and real-world enterprise execution. I help organizations and executives move beyond experimentation to responsible, scalable, and regulator-ready AI: solutions that are explainable, auditable, secure, and aligned with Model Risk Management (MRM) and supervisory expectations.
Most recently, as a Senior Vice President at Citigroup, I founded and led its Finance, Risk and Treasury Digital and AI Transformation organization, growing it from 3 to more than 300 engineers, business analysts and project managers.
Highlights from that work:
Led a finance and risk systems transformation that retired 50+ legacy systems and 1,000+ end-user computing tools
Helped drive Generative AI adoption across 35,000+ employees through a firmwide AI adoption program
Founded a digital and citizen development academy that trained 2,000+ employees in analytics and machine learning
Authored 35+ Generative and Agentic AI training courses, with 21,000+ completions
My approach to AI governance draws on US banking model risk guidance (SR 11-7 and its 2026 successor, SR 26-2) and the European Union (EU) AI Act, so innovation and control move together. These lessons apply to any organization that needs AI to be trusted, not just tried.
Outside of work, I teach live and virtual AI courses for my community and personal network, because everyone deserves a practical way into AI.
Recognition and credentials
Two-time Platinum Award recipient (2024, 2025) for Excellence in AI Acceleration and Enablement
Two-time Gold Leadership Award recipient (2011, 2012)
Graduate of the Massachusetts Institute of Technology (MIT) Applied Agentic AI for Organizational Transformation program (2026)
KNIME Certified Data Scientist and trainer
Most of these articles first appeared on LinkedIn, where I have published more than 100 articles on Generative and Agentic AI. Subscribe for free to get every new article in your inbox, and follow me on LinkedIn to join the conversation there.
