Hire the Best AI Governance Specialists

I build AI systems that replace manual work and make businesses money. 30+ clients. 5x Google Certified. Everything I build runs in production — not a prototype, not a demo. RIGHT NOW: I'm offering senior-level AI and data work at competitive rates while building my Upwork reviews. This window closes after my first 10 reviews. **AI Agents & Voice AI** -Internal SAAS Tools for you to sell or run your business! - AI phone agents that answer calls 24/7, book appointments, and qualify leads (Twilio + Claude/GPT) - AI chatbots trained on YOUR data — customer support, lead capture, internal Q&A - Multi-agent systems where AI tools coordinate, hand off, and self-correct - RAG pipelines — ask your documents anything in plain English - Voice AI for service businesses: HVAC, plumbing, dental, legal, real estate **Workflow Automation** - End-to-end business process automation (n8n, Make, Zapier + AI) - CRM automation — lead routing, follow-up sequences, data enrichment - Document processing — invoices, contracts, applications handled by AI - Email/SMS automation integrated with your existing tools **Data Analytics & Dashboards** - GA4 setup, audit, and optimization — done this 30+ times - Custom dashboards (Looker Studio, Tableau, Google Sheets) - BigQuery data pipelines and warehouse architecture - Market research, competitive intelligence, financial modeling **What I've built (running in production right now):** - 28-agent autonomous AI system handling daily business operations (80,000+ lines) - AI voice agents answering calls 24/7 for service businesses - AI-powered compliance platform automating security questionnaires - Automated market research engine replacing $15K consulting engagements - Real-time data pipelines and dashboards for business intelligence **How I work:** 1. You describe the problem 2. I scope it with a fixed price and timeline — no surprises 3. I build fast, communicate daily, and over-deliver 4. Full documentation — you own everything, you're never dependent on me Tools: Python, Claude API, OpenAI API, Twilio, n8n, Make, Zapier, LangChain, Docker, SQL, GA4, GTM, BigQuery, Looker Studio, Tableau, Notion Send me a message. I'll tell you honestly if I can help, what it costs, and how fast.

I help businesses automate lead generation, customer communication, and operations using AI voice agents, chatbots, CRM automation, and intelligent workflows. Over the last 3+ years, I’ve designed and deployed automation systems that connect AI, marketing funnels, CRM pipelines, and multi channel communication into one unified system. My work focuses on building scalable automation infrastructures that help business respond to leads faster, qualify prospects automatically, and convert more conversations into booked appointments. Most businesses struggle because their CRM, automation tools, and AI integrations are built separately by different specialists. I solve that by designing the entire automation architecture end to end so everything works together seamlessly. If you are focused on growing your business, I can handle the technical system that powers it. 𝐓𝐡𝐞 𝐄𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐀𝐡𝐞𝐚𝐝 I build complete automation ecosystems that combine AI voice agents, conversational chatbots, CRM workflows, and marketing funnels so businesses can capture, qualify, and convert leads automatically. Previously, I have built systems like the ones listed below: 🔹 AI voice agents for inbound and outbound calls using Retell AI, Vapi, ElevenLabs, and Twilio 🔹 AI receptionists handling appointment booking, cancellations, and customer inquiries 🔹 Lead qualification and booking systems connecting Meta Ads, funnels, AI voice agents, and CRM pipelines 🔹 AI chatbots and conversational assistants using OpenAI, Gemini, Claude, and LLM based workflows 🔹 RAG knowledge bots trained on company documentation, websites, PDFs, and internal knowledge bases 🔹 CRM automation architectures using GoHighLevel pipelines, workflows, triggers, and automation sequences 🔹 Multi channel communication systems with SMS, email, and WhatsApp automation 🔹 Workflow orchestration and backend automation using n8n, Make, and Zapier 🔹 API integrations connecting CRMs, marketing tools, databases, and internal systems 𝐏𝐫𝐨𝐜𝐞𝐬𝐬 𝐈 𝐅𝐨𝐥𝐥𝐨𝐰 Strategy → Understand your lead generation process, sales pipeline, and automation goals Architecture → Design CRM pipelines, automation workflows, AI agents, and integrations Build → Implement funnels, workflows, AI voice systems, chatbots, and integrations Testing → Validate lead routing, triggers, notifications, and booking flows Launch → Deploy the automation system and ensure everything runs reliably Optimization → Monitor performance and improve conversion and automation efficiency 𝐓𝐨𝐨𝐥𝐬 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 🔹 CRM & Automation: GoHighLevel, n8n, Make, Zapier 🔹 AI Voice Systems: Retell AI, Vapi, ElevenLabs, Twilio 🔹 AI & LLM Platforms: OpenAI, Gemini, Claude, Llama, LangChain, LangGraph 🔹 Communication: SMS, Email, WhatsApp automation 🔹 Funnels & Lead Generation: GoHighLevel Funnels, Meta Ads integrations, landing pages 🔹 Scheduling & Payments: GoHighLevel Calendars, Calendly, Stripe 🔹 Integrations: APIs, Webhooks, CRM integrations, workflow automation 🔹 Deployment & Infrastructure: Docker, Railway, Supabase, AWS, Vercel 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐂𝐚𝐧 𝐄𝐱𝐩𝐞𝐜𝐭 Clarity → Clear automation architecture and workflow planning before implementation Execution → Complete system build including AI agents, CRM automation, and integrations Communication → Transparent updates and collaboration throughout the project Results → Systems designed to increase lead response speed and booked appointments If you're building an automation system, AI voice workflow, chatbot platform, or CRM automation stack and want everything connected properly from the start, feel free to reach out. Send me a message with what you're building and I’ll tell you honestly if I can help and how we should approach it.

I am a licensed CPA who architects enterprise AI systems and the data governance that keeps them defensible. That pairing is rare. Most AI architects cannot reconcile a number to the financial statements, and most CPAs cannot design an agent fleet. I do both, which is why my dashboards tie out and my AI survives an audit. 🏅 4X CLAUDE CERTIFIED (ANTHROPIC) Claude Certified Architect - Professional ▪ Claude Certified Architect - Foundations ▪ Claude Certified Developer - Foundations ▪ Claude Certified Associate - Foundations. Plus Model Context Protocol, Building Subagents, Claude Code Advanced, Building with the Claude API, and the Claude Partner Badge for Claude Code. All verified on Credly; see the portfolio item "Claude Code Certified Architect & Developer". Across the four exams, 38 test objectives: agent architecture, construction and patterns; Claude app design and systems life cycle; Claude Code operation, config management and debugging; Claude API mechanics, model selection, cost and token management, context and prompt engineering, output handling; AI app security, identity and secrets, hooks; tool implementation, MCP development, agentic customization; evaluation metrics and datasets, test frameworks and A/B testing, observability at scale, retrieval strategy design; guardrails and safety controls, human-in-the-loop validation, regulatory compliance, ethical AI and fairness; business problem translation, business value alignment, problem decomposition, discovery and requirements; architecture communication, stakeholder feedback and SLAs, documentation and handoff. ⚡ WHAT I BUILD ▪ AI agent architecture and agentic workflow automation: Claude Code, Claude API, MCP servers, subagents and multi-agent orchestration, tool integration, hooks, evaluation harnesses, observability, and the guardrails that keep autonomous systems safe in production ▪ AI enablement: training engineering and business teams on Claude Code and AI-assisted workflows, with playbooks, CLAUDE.md conventions, prompt and context engineering patterns, and QA gates for AI-generated work. Trained 350 people on AI workflows for a midsize education company. ▪ Enterprise AI strategy and architecture: NIST AI RMF, ISO/IEC 42001, model risk, AI governance registers, and business cases a finance function will accept ▪ Data governance programs: DAMA/DMBOK aligned. Source hierarchy, data quality frameworks, entity resolution, metadata and data dictionaries, stewardship SOPs ▪ Data architecture and BI: Power BI, star schema modeling, DAX, semantic layers, warehouse reviews, Snowflake, ETL, and reporting that reconciles to the system of record ▪ Fractional CTO and technology transformation: assessment, roadmap, vendor accountability, and executive KPI reporting 💼 CURRENT ROLES CTO at DataOps (Aerospace & Defense, Healthcare). GenAI product ownership and agentic AI workflow automation for a $40B aerospace and defense supplier with 50,000+ employees, inside ITAR-compliant environments. Fractional CTO at Right at Home (Healthcare). Technology strategy, Power BI operations dashboards, and process automation. Founder & CEO of Omni Business Intelligence Solutions. 200+ clients across 40+ industries. 📈 BACKGROUND Ex-PwC, nearly 10 years. As Sr. AI Product Owner I built an internal operations reporting platform on Power BI, SharePoint, and Power Automate and presented it to 20+ business unit executives at a major media client, and served as AI Product Owner on a national media and entertainment client's product that PwC later productized for other media clients. As Sr. Financial Auditor I led IPO PCAOB procedures and S-1 filing for a successful NYSE listing, plus business combinations, US GAAP to IFRS conversions, and ERP conversions. ✅ OTHER CERTIFICATIONS AI ▪ AWS Certified AI Practitioner ▪ MIT, Designing and Building AI Products and Services Data ▪ CDMP Associate (DAMA International) ▪ Data Management Fundamentals (DAMA) ▪ SnowPro Associate (Snowflake) ▪ Matillion ETL Foundations ▪ Alteryx Advanced ▪ Microsoft Certified: Power BI Data Analyst Associate ▪ Tableau Desktop Specialist ▪ Adobe Analytics ▪ Adobe Real-Time CDP ▪ Google Analytics, Ads, Tag Manager, Looker Studio Finance ▪ NYS Certified Public Accountant (NASBA) ▪ ACFE Certified Fraud Examiner 🏆 RECOGNITION Expert-Vetted, the top 1% of talent on Upwork, with 100% Job Success. Three-time Amazon best-selling author. Featured in the Wall Street Journal, CNBC, NASDAQ, Business Insider, Yahoo Finance, Microsoft News, Entrepreneur, Benzinga, Digiday, and International Business Times. Forbes Technology Council contributor and Visual Capitalist contributor. Moderated an AI governance panel with Google, JP Morgan Chase, and Twitch at the Global Scaling AI Summit. Presented on generative AI to Upwork's executive team and to an audience of more than 1,000. Tell me what you are trying to build or fix, and I will tell you honestly whether I am the right person for it.

I help organizations architect, modernize, and scale enterprise software platforms and AI-driven solutions that power business-critical operations. Over the past 20+ years, I have architected and delivered enterprise-scale software platforms across Healthcare, Banking, Telecommunications, Aviation, Education, Government, Logistics, and Retail—helping organizations build systems that remain reliable, scalable, and maintainable as they grow. My role extends beyond implementation. I work closely with founders, CTOs, and engineering leaders to evaluate architectural trade-offs, reduce technical risk, define technology strategy, and guide products from concept through production deployment. 𝗖𝗼𝗿𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲 ▔▔▔▔▔▔▔ 𝗔𝗿𝘁𝗶𝗳𝗶𝗰𝗶𝗮𝗹 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲: ➜ Agentic AI ➜ Retrieval-Augmented Generation (RAG) ➜ Natural Language to SQL (NL2SQL) ➜ LLM Integration & Prompt Engineering ➜ AI Assistants & Enterprise Knowledge Platforms ➜ Intelligent Document Processing (IDP) ➜ Recommendation & Personalization Engines ➜ Predictive Analytics & Workflow Automation 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴: ➜ Enterprise Web Applications ➜ SaaS Platforms ➜ Full-Stack Architecture ➜ Microservices & REST APIs ➜ Cloud-Native Applications ➜ Database Architecture & Optimization ➜ Authentication & Security ➜ Workflow & Business Process Automation ➜ System Integration 𝗦𝗲𝗹𝗲𝗰𝘁𝗲𝗱 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 ▔▔▔▔▔▔▔▔▔▔▔▔▔▔ The majority of these platforms were designed for high-volume enterprise environments, requiring scalable architectures, complex business workflows, secure integrations, and long-term maintainability. 𝗥𝗲𝗽𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝘃𝗲 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀 & 𝗔𝗜 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: ➜ Enterprise NL2SQL Intelligent Query Platform ➜ Retrieval-Augmented Generation (RAG) Knowledge Assistant ➜ AI Recommendation & Personalization Platform ➜ Intelligent Invoice Processing & Automation Platform ➜ Resume Screening & Candidate Evaluation Platform ➜ Fraud Detection & Transaction Monitoring System ➜ Enterprise Workforce Planning Platform ➜ University Inventory & Material Management Platform ➜ Warehouse Management System ➜ Transport Management System ➜ OrbitView – AI-Powered Geospatial Intelligence Platform 𝗖𝗼𝗿𝗲 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝗶𝗲𝘀 ▔▔▔▔▔▔▔▔▔ 𝗔𝗜 & 𝗠𝗮𝗰𝗵𝗶𝗻𝗲 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴: Python | OpenAI | Claude | Gemini | LangChain | TensorFlow | Keras | Scikit-learn | Vector Databases | Graph Databases 𝗕𝗮𝗰𝗸𝗲𝗻𝗱: FastAPI | Spring Boot | Node.js | Java | .NET | REST APIs | Microservices 𝗙𝗿𝗼𝗻𝘁𝗲𝗻𝗱: React | Next.js | TypeScript | JavaScript | Material UI | OpenLayers 𝗗𝗮𝘁𝗮𝗯𝗮𝘀𝗲𝘀: PostgreSQL | SQL Server | MySQL | Oracle | MongoDB 𝗖𝗹𝗼𝘂𝗱 & 𝗗𝗲𝘃𝗢𝗽𝘀: AWS | Azure | Docker | Kubernetes | Git | CI/CD 𝗪𝗵𝗮𝘁 𝗖𝗹𝗶𝗲𝗻𝘁𝘀 𝗩𝗮𝗹𝘂𝗲: ➜ Architecture-first thinking that reduces technical debt ➜ Production-ready engineering and scalable system design ➜ Clean, maintainable, and extensible code ➜ Clear technical communication with business stakeholders ➜ AI solutions focused on measurable business outcomes ➜ Long-term engineering partnership from architecture through deployment Whether you're launching a new AI product, modernizing an existing enterprise platform, or scaling a mission-critical application, I bring an architecture-first approach focused on long-term scalability, operational reliability, and measurable business value.