AI startup combining advanced Agentic AI with a structured innovation framework that bridges the gap between ideas and execution — helping innovators move from concept to launch with clarity and confidence.

Redefined QIS department of 55 Data Analyst, Researchers and Data Engineers, to focus on software engineering and delivery. Responsible for overhauling and rebuilding QIS Data Platform for variety of QIS applications (Portfolio Manager, Market Analytics, Fund Manager, GP Insights), ingesting internal and third party Private Equity fund performance data and integrating proprietary forecast modelling. Transform and Lead the productization effort for creating a globally available QIS Application platform, on MS Azure cloud, including introducing microservice architecture and design and converting QIS R&D into Product centric software development and delivery. Transform cost center R&D (10m/yr) into Profit center (30m/yr) product development division of HVP. Identify reference architecture for new platform cloud environment in Azure, work with IT to establish a new tenant for the SaaS QIS Application platform.

QIS Data team lead, migrated data warehouse platforms to Snowflake, integrated Rules engine for data quality management, integrated AI code gen tools into Agile SDLC, migrated to AI/ML for process improvement, using Opus, GPT, Codex and github Copilot.

Equity partner, VP of Engineering directing next generation, disruptive AI enabled interview scoring application for the Tech recruiting market. Hands-on Architecture, Design and development while leading an AI software engineering team and an integration team (both offshore) to generate a new version of Techscreen. Technologies used: OpenAI GPT 4.x, OpenAI Whisper, AWS cloud, Python, Ubuntu, MySQL, Flask, Python, Django.

StableDuel is a state of the art ADW fantasy horse racing game that is exciting to play for fans of all ages. The action includes live streaming video feeds from race tracks across the USA and multiple playing options in daily races.

CTO for a trading platform SaaS software startup, working directly with CEO and investors/board of directors to develop and deliver white-labelled and customized solutions. Responsible for development and delivery of next generation Self Directed and Digital Advice Trading platform for Equity, ETF, Mutual Fund, Crypto, Privates and Alternative investment instruments on an AWS/Containerized environment. Converted development team from 15 contract, 18 FTE (from 1) and 3 contract engineering staff in 12 months, managing multiple onshore and offshore teams. 21 direct reports. Drove live customers from 2 to 107 in 18 months while reducing operating expenses by 33%. Rolled out 25 major client implementations worth $2.5M in 2021 and 87 clients worth $6M in 2022 and $2B in AUM. Responsible for creation of Information Security Policy, Data Loss Policy, Disaster Recovery Plans, Business Continuity Plans and SOC2 compliance. Designed and coded payment processing systems for wire, ACH, PCI and Crypto to load investment accounts and pay for management fees.

Wealth Solutions Report 2022 Asset Manager Platform of the Year Award Winner Aite Group 2021 Digital Wealth Management Impact Innovation Award Winner Chief Technology Officer for next generation digital trading platform, FusionIQ. Aka Digital Advice trading, we deploy a rapid-onboarding experience through a SaaS/Mobile based platform that clears through multiple custodians in the FinTech industry. Onboarding the largest investment advisors in the US and Internationally onto our Cloud SaaS/Mobile/Headless API platform.

Delivered prototypes and MVP for ground-breaking next generation patient medical history SaaS/Cloud application on AWS for general public use. Named as Inventor on patent-pending as architect, designer and managing technical team developing LifeBook. Built web and mobile apps that met HIPAA and PHI security and compliance. Designed and coded AWS Comprehend AI/ML based document ingestion engine for medical history documents.

Member of Medblob’s Advisory Board composed of medical, legal, and financial experts assisting the management team in the company's mission of improving public health and outcomes for patients. Provide technical and delivery advice to the executive team regarding the company’s strategy, development, market positioning, and growth trajectory. LifeBook is Medblob’s military-grade secure patient electronic health record that acts as a single source of truth health record, medical data platform, and Network as a Service (NaaS).

Techscreen 5.0 with AI Verify, is an industry disrupting Technical Recruiting tool that employs GPT 4.x and industry leading OpenAI for interpretative interview results. This revolutionary application turns a Technology recruiting novice into an industry expert in minutes.

Designed, wrote and delivered an automated cloud based/web application to receive solidworks part designs, interrogate for metrics, process and dimension detail, generate pricing for prototype parts and load engineering and manufacturing system for part builds. Integrated payment processing so that the user can automate their purchase, PCI and merchant gateway coding and testing involved.

Delivered world class cloud migration security and strategy for F500 and government entities. Efforts included proprietary high data security, PHI, HIPAA and Medical Device Compliance. Clients included Baxter/Baxalta, Shire Pharmaceuticals, and USDA (US Gov’t). Designed migration for over 750 Baxalta applications in heterogeneous cloud environments.

CTO of a building automation startup designing and creating a disruptive Cloud IoT SaaS offering. Co-Inventor, Patent granted US 10,728,053 B2 in 2020 and responsible for vision, market definition, technical leadership and strategy and planning, application architecture and design, and management of both on and offshore development teams. Focus on delivery to commercial and OEM markets.

Delivered SaaS/Cloud integration application to major insurance partner GEICO, under budget and on schedule, creating $150M in new revenue for 2015. Led team of senior engineers to create a PaaS platform (PaaS) to support $2B revenue base. Used Agile/Scrum methodology and direct full-time staff to successful delivery of project.

Assembled and managed a team of software and quality engineers to design, write and ship a SaaS and PaaS offering for partner integration with GEICO insurance Cloud based platform. This effort extended GEICO's product offerings into the homeowners/condo/renter's insurance space as well as established them as a new partner for Homesite.

Delivered large Fleet Management and Leasing application project hosted on Azure Cloud and Oracle Cloud. Utilized WCF/C#/SQL Server/.Net 4.5 using Jscript/JQuery/Angular for browser-based web UI. Project designed to elevate the business expanding into new markets to capture $300M in new revenue. Implemented AI Rules Engine for workflow control of Auto/Truck Leasing platform.

Design and coding of Cloud/SaaS .Net WCF/C#/SQLServer applications for automotive fleet management applications for expanding business. Includes experience interfacing with Reynolds & Reynolds, ChromeData, Oracle CRM and StoneEagle service and data providers.

Responsible for the design and coding of a .Net WPF/C#/C++ application for air mission planning for the DOD. Managed side of application utilizes .Net 4.0 / WPF and communicates to unmanaged legacy modules written in C++. Communication is via .Net/COM interop.

Design and implement an Cloud bases SaaS/IoT platform, ASP .Net / WCF multi-cultural deployment platform using Amazon Web Services. AWS servers availability zones set up in Germany, France, England, Japan and the U.S. Involved the VPC/VPN connectivity to a 3rd party messaging provider, backup strategy, EC2 and RDS configurations.

Designed and coded a DHS interface utilizing .Net 4.0/WCF/WPF to communicate demographic information. Responsible for 2 US State driver’s license implementations which include customization of a core product using a plugin and workflow model in an SaaS architecture. Designed and coded in .Net 4.0/WCF/C#/VS 2010/SQL Server 2008R2 for Windows Server 2008R2 OS. Employed Agile methodology from requirements through QA to UAT/Pilot in the customer’s environments.

Design, develop ( and mentor ) a .Net 4.0 WCF/SOA security application. Involves connectivity to legacy systems for initiation and web services to external systems for bi-directional communications and data flow. Implemented solutions for 2 U.S. State driver's licensing systems using on MS Server 2008R2 / SQLServer 2008R2/ IIS 7.* platforms. Also responsible for integration with mainframe legacy and Java-based services for external system communications. SDLC was modified Scrum approach with frequent requirements modifications.

Designed, coded and mentored small team on a .Net 4.0 / WCF / Ajax enabled website(s) and back office for generating rapid quotes based on CAD designs. System communicated to internal ERP system for job management and hosted a shopping basket interface for online sales and payments.

CTO/Director of Development/Team Lead for large team of developers (started as onsite senior member of development team) for SaaS/.Net 3.0/ WCF-based Sales Automation/CRM system for 800 concurrent sales representatives. System is a mission-critical cutting-edge application written in latest Microsoft technologies. Responsible for architecture / design / coding / code and design reviews / mentoring both contract and fulltime staff of up to 26 developers and 10 QA engineers. .Net C#/WCF Services, Winform/MVC based UI, SQL Server 2005 database objects, search engines and workflow engines. Mentored both Senior/Mid/Junior level engineers to ensure design and code quality. Worked within SCRUM methodology using modified-Agile development lifecycle techniques. Senior Architect / Engineer for a .Net C# Winform/CF application for mapping/GPS/ Navigation and tech service job routing. Code included visualization internationalization and remote resource assembly management.

Lead of team of senior engineers in a .Net Sales Automation / CRM custom software application. Participate in scrum methodology and mentoring of junior engineering. Duties include architecture, design, prototyping, production coding in .Net C#/WCF, SQL Server 2005, Blaze Advisor Rules, Biztalk Orchestrations in an SOA architecture.

Software Engineering consulting, design and development of and industry/groundbreaking Cardinal and Orange Authentication. Design and develop SSO and smart card based credential management applications C++/Java/.Net C#/ ASP.Net / SQL Server 2008R2.

Technical leader on design, coding, implementation and mentoring a large-scale Fleet Management project. Responsible for connectivity and interfaces to Oracle OnDemand, COMDATA PCI Webservices and ChromeData on project that delivered $300M in revenue. Worked with VP of Engineering and CEO, to restructure the engineering department to accommodate open source / n-tier development, recruiting, staffing, retaining, and running a team of 20 Senior-level J2EE and Oracle software engineers and 6 SQA engineers. Delivered next generation project to allow business to grow into new markets. Managed a team of 31, direct reports included, team project managers and 26 additional personnel (Analysts, PMs, Dev and QA). Assumed CTO role for startup business in Cambridge, MA focused on delivery of restaurant throughput-based incentive system, guiding cloud-based implementation. Onsite member of Telcordia NH team to design / architect / develop SaaS initiatives for Telcordia’s total software offerings. US Department of State and FAA projects for Codem Systems. USAF TAWS mission planning software for DCS, Inc.

Design, code and implement C#.Net wireless Mapping solutions for mobile platforms. Application deployed in their on-the-road technician vehicles for service routing via GPS Navigation and cell-data/wireless service calls for customer service reporting and detailed repair analysis. Management consulting on restructuring software teams to align organization for skillset optimization and future growth in company's technical direction.

Design and develop a next generation Enterprise Single SignOn – Secure Smart Card Authentication System targeted to large scale customers. Incorporates latest in security technology (SecurID Keyfob, 5100 SmartCard to 6200 Keyfob), biometrics and SSO techniques. Mentor in C++ and .Net/C# development to full time staff as well.

Responsible for new coding/design/implementation of AI Case Based Reasoning component of WPI DK’s suite of products.

.Net Design and Development, C#, C++, SQL Server, localization and debugging for Wintellect's clientele, worldwide. Projects have included localization framework for B2B leasing web sites, SQL server performance debugging and enhancements, port Mac/OS application to Windows OS using C++/ATL and C#.Net, and on-demand application debugging consulting.

Design, code, test on-board DOT compliance software for Mobius system. Engine monitor for vehicle status, wireless data feed to backoffice services, generating GPS map based vehicle location, cab-mounted computer with UI for driver status.

Provide top-tier consulting services on an as-needed basis software design, development and troubleshooting expertise to Wintellect’s clientele. These services include phone and onsite consultations for various software development and production related issues such as performance improvements and design verification for n-tier, distributed enterprise and clientserver-based architectures involving various technologies such as .NET/C#/ C++/MFC/ATL/COM, OLEDB, ODBC, Win2k, and SQL Server 2000 RDBMS’s.

Lead a team of 26 Software professionals to design and build a next-generation software application in an industry leading company. Innovation and leading-edge technology needed to be applied at a rapid pace to retain the lead in the market.

Senior Software Engineer - rapid development of Internet content acceleration application.

Design and Development of AI flexible Rules Engine for mortgage processing workflow engines for automating the routing of online loan applications.

Senior Engineer on DevPartner Studio team for releases of TruTime and TruCoverage for all languages, VB, C++, and Java.

Principal Software Engineer for Web based n-tier Equity and Options trading platform. MS VC++, SQLServer, DNA based distributed architecture.

Senior Software Architect/Engineer for Artificial Intelligence based product. MBR, CBR and DTree implementations for complex engine diagnostic and repair procedures. Primarily responsible for completing design and implementation of Cased Based Reasoning Engine, UI/UX, Mid tier application server and SQL DB . Implementation was in an n-tier Microsoft stack using C++ and SQL Server running on Win64 based servers.

Responsible for coding/design/implementation of AI Case Based Reasoning, Model Based Reasoning and Decision Tree AI application platforms.

Software Consulting firm specializing in custom application development for a wide range of industries such as: Fintech, AI, IoT, Building Automation, DOD/Government, SIGINT, Security, Banking, Machine/Tool, Prototyping, Driver's Licensing, Incentive Compensation, Equity and Options Trading, Trust Accounting, etc. Also specializing in early stage start-ups and Cloud migration strategy.

Repeat client for 2 projects. 1995-1996 Consulting Development Manager and Chief Architect of Retail software applications development. Industry was Food Retail and systems development revolved around pricing and shopper tracking with P.O.S. data integration. System was written in C++ to be cross-platform compliant running in Windows and Unix. 2003-2004 Consulting Principal Engineer Team Lead. Distributed SOA project written in .Net C#, SQL Server, ASP.Net for SIGINT application for tracking UHF/VHF signals. Included mobile mapping / GPS capability and near-realtime data streaming to thin-client UI controls.

Senior Software Architect/Engineer for AI Squared. Designed and developed AI based service writer application for Detroit Diesel corporation. Implementation included Model Based Reasoning engine integration to determine repair procedures based in engine diagnostic inputs. Included Knowledge Base management UI as well as Service Writer UI. Written in Microsoft C++, WinSock, SQL Server was an n-tier architecture for deployment at repair shops throughout the USA with remote access to central Windows NT server in Detroit.

Senior Software Engineer in Bedford, NH Technology Group. Responsible for MS VC++ tool and control development for 500+ worldwide developer community at AIG.

C/C++/MFC/ATL/STL component engineering and development for worldwide developer community.

Senior SE on VC++ document server development team.

C/C++/SQL DB/Oracle/Windows SDK engineering and development for various Government and DOD projects. Clients included US Army, USAF, US Navy, T.Rowe Price and commercialization of technology. Human Factors UI engineering. High volume data ingestion and manipulation for large scale USAF systems.

Design and Development of systems for the US Air Force, T.Rowe Price and the U.S. Army. C/C++/MFC