Operations support built specifically for firms that manage other people’s money! Hey there I’m Courtney a Fractional COO specializing in operations for fractional CFOs, tax strategists, and accounting firms. I help firms clean up their back end so client delivery runs smoothly, deadlines are clear, and nothing falls through the cracks. If your workflows live in your head or your team is constantly reacting instead of operating, that is where I come in. WHAT I HELP WITH: • Client onboarding systems • Workflow setup for monthly CFO and tax work • Project management and task tracking • SOP documentation • Client communication and follow up systems • Process improvement and automation EXPERIENCE: • Fractional COO for a tax strategy firm building onboarding systems and saving 10 plus hours a week • Director of Operations for a fractional CFO firms managing workflows SOPs and client delivery • Background in real estate and executive level operations TOOLS: • Asana, ClickUp, Trello • Zapier, Stripe, Calendly • Notion, Google Workspace, Microsoft Suite • Gusto, QBO, Proconnect WHAT YOU GET: • Clear organized workflows • Consistent client experience • Fewer last minute scrambles • More time for strategy and growth I bring structure to your operations so your firm can actually scale. If you are ready to get out of the weeds and tighten up your operations, let’s talk.

Although I was Trained by McKinsey and Monitor Group Consultants, I reject the notion of delivering pompous slide decks filled with impractical ideas. My mission? Delivering real, actionable value to your business, aligned with the DNA of innovation and practicality. 🎯 I deliver actionable insight, aligned with your organization's possibilities, desires, and goals. I will work with you on expanding options, making decisions, and strategy implementation. I am an Expert-Vetted Talent (Top 1% on Upwork) Experience & Impact: ✅ As a business consultant, I engage with employees, clients, and leverage data to provide actionable and pragmatic solutions. In my career, I have: 🚀 Worked with Asian and North American brands to launch new products in Latin America 💰 Created Multi-million dollar digital marketing strategies for traditional industries 🌐 Developed GTM plans for startups, small businesses, and agencies 🧠 Trained and coached CEOs and executives on strategy, innovation, marketing, sales, and growth 📈 Created models for decision-making and helped executives make the right decisions based on data 📊 Developed B.I. dashboards and data pipelines for monthly business evaluations 📝 Conducted strategic planning workshops for large companies in Brazil Trusted by Global Leaders: 🌍 My work has earned the trust of large companies across several countries, including: - North America: Revlon, J&J, SST Wireless, Solix, Celltheon - Brazil: Santa Luzia, Promob, CCE - India: Tata Group, TVS, Royal Enfield, Kalpataru, Sutherland, Indian Government - China: Huawei, during my MBA Current Focus: 🎓 Since my MBA, I have been working at my consulting company - PilarX, specializing in innovation strategies and executive training. I am also a CFA level 1 candidate and graduating in Data Science. My services Include: 📌 Strategy & Planning: 🧩 - Strategic Planning - Marketing Strategy - Business Transformation Strategy - Internationalization Strategy (competitive analysis, pricing, partner and distributor search, consumer analysis, macroeconomics) - Technology Strategy (A.I., I.O.T, Big Data, etc.) - Growth Strategy - Product Development Strategy - Brand Strategy Innovation and Organizational Development: 💡 - Corporate Strategy - Innovation Strategy - Innovation Execution Support - Startup Investment Strategy and creation of startup evaluation processes - Innovation Contests - Strategy, Innovation, and Culture Audits - Open Innovation Strategy - Strategic Support on Culture and Management Practices - Digital Transformation Strategy -Culture Change Management Startup Consulting: 🚀 - Funding Strategy - Pitch Deck Creation and Review - Mentorship and Founder Coaching - Product-Market Fit Analysis - Market Entry Strategy - Growth Hacking and Scalability Strategy - Talent Acquisition and Team Building - Financial Planning and Budgeting - Exit Strategy and Acquisition Planning Data & Analytics: 📊 - Data Analysis - Machine Learning and Data Strategy - Predictive Analytics - Market Reports (Tech Companies, Physical Goods, Services. Priority focus on The Americas) - Business Intelligence Reports using Power B.I, Tableau, Looker, Etc (With automated update procedures) - KPI Development and Monitoring - Data Scraping with Python - Conjoint Analysis - Cluster Analysis - International Trade Analysis - Financial Projections - VBA, Power Pivot, and Power Query dataflows Content & Presentation: 📝 - Pitch Decks - PowerPoint Presentations (For investors or clients. I provide PowerPoint Presentation in a consulting style, using Storytelling techniques) - Positioning Statements - Content Strategy - Business Writing - Resumé Writing Research & Decision Support: 🔍 - Competitor Research and Profiles - Decision-Making Support - Risk Analysis - Strategic Alignment for Decision Making - M&A Target Identification - Creation of Infomemos and teasers for M&A - Market Segmentation - Qualitative and Quantitative Market Research - Survey Design - Focus Group Moderation Human Resources & Talent Management: 🧑‍💼 - Talent Acquisition Strategy - Employee Development Programs - Organizational Culture Assessment - Performance Management Systems Leadership & Coaching: 🚀 - Leadership and Innovation Training - CEO and Executive Coaching - Career Counseling - Employee Engagement Workshops - Talent Optimization Strategy - Mission, Vision, and Values Workshops - Roadblock Elimination Workshops Operations & Management: ⚙️ - Strategy Execution - Account Management (I can manage accounts for consulting companies and marketing agencies) - Process Mapping - Project Management - Fractional COO - Entrepreneurial Operating System Implementation (EOS) - OKR Implementation - Predictive Index Consulting - Change Management - Sales Incentive Design - Fundraising Strategy Let's transform your business together with practical solutions and innovative strategies tailored to your unique needs. Reach out now to start the conversation. 📞

I help founders and teams build financial models, valuations, and investor-ready materials for fundraising, acquisitions, and strategic decisions. I’m Mani Rastogi, founder of Vibgyor Fintech. I work with startups, investors, and small businesses that need clear financial models, defensible valuation work, cash-flow visibility, and presentation materials that make the numbers easier to understand. Over the last few years, I have worked with 30+ clients, built 50+ financial models, created 20+ investor and business decks, and supported $20M+ in capital-related work. My work usually starts where the numbers need more structure: • Is the forecast realistic? • What are the real revenue and cost drivers? • How much runway does the business have? • What valuation range can be supported by the assumptions? • Are the financials clear enough for investors, lenders, buyers, or internal decision-makers? What I can help with: • Financial modeling Fully integrated 3-statement models, SaaS models, marketplace models, project finance models, pricing models, cap tables, scenario analysis, sensitivity analysis, and cash-flow forecasts. • Valuation DCF valuation, comparable company analysis, precedent transactions, startup valuation, acquisition analysis, M&A support, and 409A-style modeling support. • Fractional CFO and FP&A support Budgeting, forecasting, cash runway planning, KPI dashboards, board reporting, investor reporting, and decision-support analysis. • Pitch decks and investor materials Investor decks, financial projection slides, unit economics, use-of-funds planning, fundraising models, one-pagers, business plans, and investor Q&A support. I have worked across SaaS, AI, renewable energy, real estate, e-commerce, healthcare, hospitality, F&B, marketplaces, and early-stage startups. Clients usually come to me when they need more than a spreadsheet. They need a model that is clean, flexible, easy to explain, and connected to the actual business story. If you are raising capital, evaluating an acquisition, reviewing your cash runway, or preparing for an important investor or management discussion, feel free to reach out.

Scalable Systems | High-Ticket Strategy | Automation-First Growth Struggling with scattered systems, slow sales cycles, or bottlenecks that kill your growth? Imagine a business where 85% of operations are automated, your funnel converts while you sleep, and your backend scales without adding headcount. I’m Austin Kimbell — a Fractional CTO, GHL Automation Strategist, and sales systems architect with 15+ years of experience leading growth. From optimizing complex CRMs to building AI-driven workflows, I help SaaS, service-based, and scaling companies grow with speed and clarity. I’ve led two business exits totaling over $40M, built a 60-store franchise from scratch, and hold Earn the Right™ certifications in sales and coaching. My edge? I combine tech leadership with battle-tested sales strategy to deliver automation that actually drives revenue. ⸻ ⚙️ Tools & Platforms I Work With • GoHighLevel (GHL) – CRM, automation, sales workflows • Synthflow AI – Voice agents, reactivation campaigns • Relevance AI – Multi-agent workflows, data agents • Webflow – Scalable, conversion-focused websites • + Zapier, Make, Slack, Fireflies, ClickUp, Google Workspace, and more ⸻ ⚡️ What I Deliver ✅ GHL Automation & Systems Buildout Starting at $3,500/project or $125/hr • End-to-end CRM & workflow setup • AI agent and trigger automation • Multi-channel lead capture and nurture • Calendar, call, form, and SMS integrations • Ongoing system consulting & performance reviews ✅ Sales & Funnel Strategy Retainers from $4,500/month or $175/hr • Sales process development & SOPs • Conversion-optimized funnel builds • Email/SMS campaigns with full reporting • Lead scoring, segmentation & automation • Reactivation campaigns that recover lost revenue ✅ Operations & Executive Automation Custom pricing available • Executive assistant AI agent development • Team task automation & priority workflows • Integrated scheduling, analytics, and KPI systems • Onboarding workflows (GHL integrations) ⸻ 🏆 Why Clients Trust Me ✔ Led 2 Business Exits Valued at $40M+ ✔ Scaled Franchise from 3 to 60 Locations → Led to $30M Acquisition ✔ Automated 90% of Workflows for Clients → Gained back 10+ hours/week ✔ Drove 40%+ Revenue Growth through funnel, CRM, and AI strategy ✔ Built 7-Stage Reactivation Systems → Boosted ROI by 300% in 60 Days ✔ Certified in Sales Coaching & Development → Earn the Right™ Programs ⸻ 💬 What Clients Are Saying ⭐️ “Austin built out our GHL system from scratch, saving 15+ hours per week and doubling our sales funnel efficiency.” – Lincoln S., Sunshine Exteriors ⭐️ “Hands down the best automation strategist I’ve worked with. Our close rate jumped by 32% after just two weeks.” – Donovan P., GodMade Cleaning ⸻ 🎯 Ready to Automate, Scale, and Win? 1️⃣ Click “Invite to Job” 2️⃣ Send me a message with your goals or challenges 3️⃣ I’ll deliver a tailored proposal that fits your business 4️⃣ We’ll book a discovery call to plan your automated future Let’s cut the chaos and build the system that scales your business without scaling your stress. 📩 Message me now to get started.

Founders and CEOs hire me when they need a senior revenue leader — without the cost of a full-time CRO or VP of Sales. I bring 10+ years of hands-on sales leadership, GTM execution, and business development across B2B startups, health tech, and growth-stage companies. My track record includes building outbound engines from zero, running market validation sprints for Fortune 1000 innovation teams, and driving consistent, repeatable revenue growth. What I've delivered: - Built outbound sales engine from scratch and became top producer in meetings set and deals closed - Led 40-day market validation sprints engaging C-suite decision makers at Fortune 1000 companies - Drove 300% revenue growth at a B2B consultancy through GTM redesign and sales team coaching - Scaled real estate sales from $2M in Year 1 to $5M+ annually through self-directed prospecting - Managed 30,000+ client relationships at a health tech startup; secured retail partnerships with Amazon, Nordstrom, and Target I specialize in: - GTM strategy and outbound sales motion design - Sales team hiring, onboarding, and performance coaching - Pipeline development and CRM buildout (Salesforce, HubSpot) - Market validation and product-market fit testing - Business development and executive relationship management I work best with B2B startups and growth-stage companies that need senior revenue leadership without the full-time overhead. Available for fractional engagements (10-25 hrs/week), fixed-scope projects, or ongoing retainers. No commission-only. Tools: Salesforce, HubSpot, LinkedIn Sales Navigator, ZoomInfo, Google Workspace MBA, International Business | St. Edward's University

If your business is growing but operations feel messy, reactive, or overly dependent on you... that’s where I come in. I’m Tabitha Morgan, a Fractional Operations Partner and Verified ClickUp Power User with 20+ years of experience helping founders bring structure, clarity, and execution to fast-moving businesses. I work with SaaS companies, agencies, and founder-led teams to design the systems, workflows, and operational structure that keep everything moving without constant oversight or follow-up from you. I don’t just organize tasks, I build the operational backbone that allows your business to run cleanly and predictably. ⭐ What I Do Best Operational Systems & Workflow Design --ClickUp architecture, automation, and workspace optimization --SOP development and knowledge base creation --Dashboard design and performance tracking --Cross-functional workflow mapping (ops, marketing, creative, tech) Execution & Delivery Management --Turning ideas into structured, executable plans --Coordinating across teams with clear timelines and ownership --Removing bottlenecks and keeping work moving forward --Leading operational rhythm (meetings, updates, reporting) Fractional Operations Support --Acting as a right-hand partner to founders and leadership --Translating vision into repeatable systems and processes --Bringing order and accountability to fast-moving environments --Ensuring execution happens without constant follow-up ⭐ How I Work Clients bring me in when things feel scattered, stuck, or overly dependent on them. I work proactively, think in systems (not tasks), and build solutions that reduce friction, increase visibility, and make work easier for the entire team. My goal is simple: 👉 create operations that run cleanly without everything relying on you ⭐ Results --Reduced project delivery timelines by 35% through workflow optimization --Eliminated 70+ hours/month of manual work using automation --Built scalable operational systems supporting 60% revenue growth --Improved team accountability and reduced execution gaps across multiple organizations ⭐ If You’re Looking For: ✔ Operations that feel predictable instead of chaotic ✔ Systems your team actually uses ✔ A partner who can own execution — not just advise ✔ Clear workflows, accountability, and follow-through ✔ Less day-to-day involvement in operational details …we’ll likely work very well together.

Jason Stone Multi-disciplinary Business Leader with Expertise in Finance, Valuation, Accounting, M&A, and Corporate Business Strategy I am an Entrepreneur, Business Consultant, and Executive with nearly 20 years of investment banking, financial advisory, accounting, and corporate consulting experience serving clients in a wide array of industries, including aviation, technology, biotech, security and defense, food and foodtech, agriculture and agtech, energy and infrastructure, and commercial real estate. This unique combination of industry-agnostic and advisory-based experience forms the foundation of my multi-disciplinary approach to solving complex business challenges and maximizing value creation across a wide spectrum of mandates. Recent research has extolled the positive benefits of “breadth of training” as it relates to solving problems in complex, unpredictable environments, such as those encountered in the business world. I have found this principle to be true time and again, where outside-the-box thinking unlocked solutions to longstanding unsolved problems, including one such instance that netted our team a distinguished global award for capitalizing and commissioning the first privately financed hydroelectric facility in Mexico. Along with my consulting roles, I am an Adjunct Professor at the University of Georgia Terry College of Business, teaching in the areas of finance, private equity, and alternative investments. In 2021, I founded Stone Global Advisors to work with clients at all stages of the business life cycle to implement positive change, whether through research and feasibility, corporate and financial strategy, or strategic M&A transactions. Our clients range from startups to publicly traded companies and span a wide array of industries, including technology, homeland security, agtech, digital media, aviation, commercial real estate, e-commerce, and fine art. Additionally, I am Lean Six Sigma certified and a Top-Rated and Expert-Vetted Upwork contractor with a 100% client satisfaction rating. My passion is rooted in collaborating with intelligent and highly driven individuals to achieve successful outcomes, no matter the obstacles. I look toward to working with you and your team to accomplish great things! TOOLKIT Our firm leverages the following tools to deliver superior outcomes regardless of obstacles: • A robust set of analytical tools including Dynamic Financial Modeling, Monte Carlo Simulation, Multi-Criteria Decision Models and Decision Trees, Linear Regression, Process Mapping, Total Quality Management, and Theory of Constraints • Advanced degrees including M.S. in Marketing and Journalism and an MBA with Finance, Accounting, and Real Estate concentrations, along with key industry certifications in Investment Banking, Bank Marketing, Startup Valuation and Financing, Lean Six Sigma, and Financial Modeling CONSULTING SERVICES - Business Operations - Capital Raising - Company & Asset Valuation - Due Diligence - Financial Modeling & Sensitivity Analyses - Fractional CFO - Mergers & Acquisitions (M&A) - Private Equity & Commercial Lending Tactical Support - Project Finance - Research & Feasibility - Strategy & Corporate Finance BACKGROUND & CREDENTIALS ❖ Founder and Principal of Stone Global Advisors, LLC, a full-service corporate strategy and finance consultancy that provides bespoke solutions to clients at all stages of the business life cycle and across a wide range of industries ❖ ±20 years of investment banking, financial advisory, and corporate consulting experience serving clients in a wide array of industries, including security and defense, technology, food and agtech, energy and infrastructure, and commercial real estate, as well as in capitalizing, managing, and growing early stage companies ❖ Adjunct Professor at the University of Georgia Terry College of Business ❖ Former Managing Director of boutique investment bank, responsible for managing the bank's global operations, as well as serving in a variety of management and C-suite roles for the bank’s portfolio companies, including the CEO and CFO positions for an FAA-approved aircraft charter company ❖ BSEd and a Master of Business Administration (MBA), with High Distinction, Beta Gamma Sigma, from the University of Georgia’s Terry College of Business, concentrating in Finance, Accounting, and Real Estate ❖ Lean Six Sigma Green Belt (C.S.S.C) ❖ Chartered Financial Analyst (CFA®) Program Candidate, CFA Institute ❖ Recipient of the Infrastructure Investor Banking Awards for Excellence 2013 - Latin American Energy Deal of the Year (Publication: PEI / Infrastructure Investor)

Fractional CRO & CMO with 25+ years building revenue for B2B SaaS and tech companies — two companies founded, $60M+ raised, and a track record of US market launches. New to Upwork, so no client rating yet — but named references are available, and the results speak for themselves. I've founded two successful technology companies and personally raised over $60M in venture capital. Most fractional hires cover one slice — sales, or marketing, or demand gen. I've run all of it, so I can own all or part of the GTM motion end to end: positioning, pipeline, enterprise sales, content development, email and LinkedIn marketing, and the partnerships that compound it. I move fast on day one by tapping my network of B2B decision-makers for early pipeline, then build a repeatable, multi-channel GTM engine that keeps generating leads and revenue long after the initial push — all aligned to revenue growth. Below are the results of my GTM strategies: — Established Logicworks' West Coast presence and drove $5M in AWS cloud contracts. — Closed multi-year enterprise deals exceeding $1M TCV (BUNN, WASH) and built Salesforce Field Service / ServiceMax co-sell motions that accelerated the enterprise pipeline. — Built the Fan Engagement Network at Data Skrive, scaling to 7.6B+ annual pageviews across 500 sites closed contracts with PGA Tour, FOX Sports, and Gray Media. — Designed an ABM-focused GTM strategy at Apollo AMS that won new contracts with UK football clubs including Brighton & Hove Albion, Blackpool, Preston North End, Norwich City, and Barnsley — doubling qualified leads on a constrained budget. Credentials: AWS-certified (Business, Technical, Cloud Economics) and HubSpot-certified across inbound sales, sales enablement, and frictionless sales. To support my clients' growth, I'm also a member of the US GTM Engine Consulting Practice, which gives me access to sales intelligence on 30M+ B2B records across the US and Europe, fractional SDRs, LinkedIn campaign specialists, and AI-generated, human-verified email outreach that dramatically lifts response rates. On Upwork, you're hiring me directly, with the option to leverage additional resources to accelerate growth. If you're a international B2B tech company with home-market traction and US ambitions — or an early-stage US startup that hasn't built a GTM function yet — let's talk about how to supercharge your growth. Tell me about your product and your US goals, and I'll tell you how I'd approach it.

Most marketing leaders take 6 months to "learn the business." I deliver measurable revenue growth in 90 days. I'm a Senior Marketing Executive and Senior Marketing Strategist with 20+ years turning marketing budgets into profit engines across SaaS, financial services, manufacturing, and e-commerce. Whether you need a go-to-market strategy, digital transformation roadmap, or a complete marketing overhaul, I bring executive-level thinking with hands-on execution. What I Deliver: Strategic Leadership Led $5M+ cross-departmental marketing initiatives overseeing performance marketing, content, PR, and agency relationships Directed GTM launch for Citibank-backed loyalty debit card—defined product requirements, financial models, and negotiated enterprise partnerships Orchestrated $500K digital transformation for manufacturing client (Hadco Lighting) including sales portals, product databases, and SEO strategy Positioned SaaS startup in crowded market, increasing customer retention 30% through strategic training and integration programs Measurable Results 6:1 advertising spend-to-revenue ratio for e-commerce clients 45% MQL increase while reducing campaign costs 20% and driving 25% revenue growth 75% organic traffic growth and 35% more MQLs through strategic SEO $350K+ in new billings from digital audit frameworks 60% SQL conversion rates from B2B lead generation programs Analytics & ROI Focus I don't just run campaigns—I build measurement systems that prove what's working. Using Looker Studio, Tableau, Power BI, and custom dashboards, I provide real-time visibility into true ROA by channel, customer acquisition costs vs. lifetime value, and budget allocation recommendations based on marginal ROI. Built digital audit framework (ads, SEO, CRO, analytics) generating $100K+ and boosting performance marketing revenue 35% Improved deal closing 15% through streamlined processes, reporting, and analytics Developed AI-powered processes for Google Ads management and analytics dashboards Created ABM campaigns via Demandbase/CRM integration, reducing costs while increasing engagement Why Work With Me: As a Fractional CMO serving multiple clients with 90%+ retention rates, I'm built for speed. I assess what's broken, what's working, and what's being left on the table—then execute strategies that move your revenue needle. I've also integrated AI automation (Make, n8n, Claude, ChatGPT) into marketing operations, giving clients a competitive edge while reducing costs. My Approach: Agile methodology with clear milestones, weekly objectives, and transparent reporting. You'll always know where we stand, what's working, and what we're optimizing next.

𝗠𝗼𝘀𝘁 𝗔𝗜 𝗽𝗿𝗼𝗷𝗲𝗰𝘁𝘀 𝗱𝗶𝗲 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝗣𝗢𝗖 𝗮𝗻𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻. 𝗜 𝘀𝗵𝗶𝗽 𝘁𝗵𝗲 𝗼𝗻𝗲𝘀 𝘁𝗵𝗮𝘁 𝗱𝗼𝗻'𝘁. Companies say they want one person who can set AI strategy, be AI-native enough to build it, lead the engineers who scale it, and deliver product. 𝗧𝗵𝗮𝘁 𝗽𝗲𝗿𝘀𝗼𝗻 𝗶𝘀 𝗺𝗲. I'm a 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗧𝗢 / 𝗖𝗵𝗶𝗲𝗳 𝗔𝗜 𝗢𝗳𝗳𝗶𝗰𝗲𝗿 𝗮𝗻𝗱 𝗵𝗮𝗻𝗱𝘀-𝗼𝗻 𝗯𝘂𝗶𝗹𝗱𝗲𝗿. I lead AI product strategy and architecture, then get into the code: AI agents, RAG pipelines, and automation, plus the observability, guardrails, and governance that keep them alive in production. I separate deterministic infrastructure from probabilistic reasoning so failures are traceable and costs are bounded. 𝗜 𝗯𝘂𝗶𝗹𝗱 𝘄𝗶𝘁𝗵 Cursor, Claude (incl. Claude Code and MCP), OpenAI, Python, and a modern full stack: React / Next.js / Node / TypeScript, Supabase / PostgreSQL, on AWS. I orchestrate workflows with n8n, Make, and Zapier, and ship production voice and agent systems (Retell, Vapi, Twilio) for regulated environments. 𝗔𝗻𝗱 𝗜 𝗹𝗲𝗮𝗱. I set the roadmap, make the build-vs-buy and model calls, stand up evaluation and governance, and bring junior engineers up to deliver. You get a strategist who has actually built the thing, not a deck, and not a coder who's never owned production. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗔𝗜 𝗯𝘂𝗶𝗹𝗱𝘀: - 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗥𝗔𝗚 𝘄𝗶𝘁𝗵 𝗮𝘁𝘁𝗿𝗶𝗯𝘂𝘁𝗲-𝗯𝗮𝘀𝗲𝗱 𝗮𝗰𝗰𝗲𝘀𝘀 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 (𝗔𝗕𝗔𝗖): granular, per-user control over what data a chatbot can surface, so RAG is safe in regulated environments. - 𝗦𝗲𝗿𝘃𝗲𝗿𝗹𝗲𝘀𝘀 𝗥𝗔𝗚 𝗼𝗻 𝗔𝗪𝗦 that costs $0 at rest and scales cost with revenue, ingesting email, documents, and file storage. - 𝗔𝗜 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝘄𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗽𝗼𝗿𝘁𝗮𝗹 𝗳𝗼𝗿 𝗮 𝗹𝗮𝘄 𝗳𝗶𝗿𝗺: automated intake, classification, and review across long, multi-source documents. - 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗔𝗜 𝘁𝗵𝗮𝘁 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗮 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗿𝗲𝗳𝗲𝗿𝗿𝗮𝗹 𝘀𝘆𝘀𝘁𝗲𝗺: POC to production in 8 weeks, 60% less manual review. - 𝗪𝗵𝗶𝘀𝗽𝗲𝗿 𝗺𝗲𝗲𝘁𝗶𝗻𝗴-𝘁𝗼-𝘁𝗿𝗮𝗻𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻 𝗽𝗶𝗽𝗲𝗹𝗶𝗻𝗲 that replaced a vendor and saved $3K/month. - 𝗥𝗲𝗮𝗹-𝘁𝗶𝗺𝗲, 𝗥𝗲𝗱𝗶𝘀-𝗯𝗮𝘀𝗲𝗱 𝗶𝗻-𝗰𝗮𝗹𝗹 𝘀𝗮𝗹𝗲𝘀 𝗰𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗮𝗽𝗽 for live conversations. 𝗥𝗲𝗰𝗲𝗻𝘁 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗿𝗼𝗹𝗲𝘀: - 𝗔𝗜 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿, 𝗦𝘁𝗿𝗶𝗱𝗲 (𝗹𝗮𝗿𝗴𝗲 𝗨𝗦 𝗼𝗻𝗹𝗶𝗻𝗲 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 𝗽𝗿𝗼𝘃𝗶𝗱𝗲𝗿): own the AI lifecycle and governance for the tooling that QAs course content at scale, evals, guardrails, and human-in-the-loop QA. - 𝗟𝗲𝗱 𝘁𝗵𝗲 𝗼𝗿𝗶𝗴𝗶𝗻𝗮𝗹 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝘁𝗲𝗮𝗺 𝗮𝘁 𝗣𝗹𝗮𝗶𝗱 that built its first data automation platform. - 𝗟𝗲𝗱 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝘁𝗲𝗮𝗺𝘀 𝗮𝘁 𝗠𝗫: financial data automation. - 𝗟𝗲𝗮𝗱 𝗔𝗜 𝗮𝗻𝗱 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝗻𝘁, 𝗨𝗗𝗥 (𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝗨𝗦 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 𝗥𝗘𝗜𝗧𝘀): 3-year engagement leading a team that built AI and automation across the company, from tenant background checks to onboarding to AI alarm monitoring. - 𝗔𝗜 𝗥&𝗗 𝗟𝗲𝗮𝗱, 𝗣𝗲𝗿𝗹𝗺𝗮𝗻 𝗠𝗲𝗱𝗶𝗰𝗮𝗹 𝗚𝗿𝗼𝘂𝗽 (𝟳𝟱𝟬-𝗽𝗲𝗿𝘀𝗼𝗻 𝗦𝗮𝗻 𝗗𝗶𝗲𝗴𝗼 𝗺𝗲𝗱𝗶𝗰𝗮𝗹 𝗴𝗿𝗼𝘂𝗽): stood up their AI R&D pod and led and upskilled their junior engineers, building healthcare AI like referral automation. - 𝗛𝗲𝗮𝗱 𝗼𝗳 𝗘𝗻𝗴𝗶𝗻𝗲𝗲𝗿𝗶𝗻𝗴 𝗮𝗻𝗱 𝗣𝗿𝗼𝗱𝘂𝗰𝘁, 𝗩𝗲𝗿𝘁 𝗘𝗻𝗲𝗿𝗴𝘆 𝗚𝗿𝗼𝘂𝗽: LL97.ai building-emissions compliance SaaS - 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗵𝗶𝗲𝗳 𝗔𝗜 𝗢𝗳𝗳𝗶𝗰𝗲𝗿, 𝗗𝗲𝗹𝗹𝗶𝗻𝗶 (𝗔𝗜 𝗳𝗶𝗿𝗺 𝗳𝗼𝗿 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴): led development of new AI practice - 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗧𝗢, 𝗥𝗲𝗻𝗱𝗲𝗿 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀: develop AI practice for an 25-year-old analytics agency - 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗔𝗜 𝗢𝗳𝗳𝗶𝗰𝗲𝗿, 𝗔𝗥𝗘 𝗚𝗹𝗼𝗯𝗮𝗹: owned strategy, architecture, and a build-ready blueprint for a high touch coaching and consulting firm I work best with companies that already understand 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗔𝗜 𝗶𝘀 𝗮 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗴𝗮𝗺𝗲 𝘁𝗵𝗮𝗻 𝗮 𝗱𝗲𝗺𝗼 and have decided production-grade AI is what their organization needs. The seriousness matters more than the sector. Regulated, ops-heavy, data-intensive environments are the archetype, 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 (𝗛𝗜𝗣𝗔𝗔), 𝗳𝗶𝗻𝘁𝗲𝗰𝗵, 𝗹𝗲𝗴𝗮𝗹, 𝗹𝗼𝗴𝗶𝘀𝘁𝗶𝗰𝘀, but I've shipped just as well across 𝗲𝗻𝗲𝗿𝗴𝘆, 𝗿𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲, 𝗰𝗼𝗻𝘀𝘁𝗿𝘂𝗰𝘁𝗶𝗼𝗻, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻, 𝗲-𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗲, 𝗮𝗻𝗱 𝗦𝗮𝗮𝗦 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀. If your AI has to hold up under real data, real users, and real consequences, 𝘁𝗵𝗮𝘁'𝘀 𝗺𝘆 𝗹𝗮𝗻𝗲. 𝗧𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱: 15+ years shipping production systems. MBA. AWS Solutions Architect. Led teams and developed automation platforms. Cut inference costs 𝟰𝟬% by restructuring agent architecture. Prevented a six-figure architectural misstep in fintech. Trained 200+ professionals. I run an applied AI reliability lab, so client work is backed by ongoing research.