Development & IT Consultation with Sam W.
Development & IT Consultation with Sam W.
Guidance I Provide:
• Cybersecurity Strategy: Building frameworks and aligning security with business goals.
• Threat Intelligence: Mitigating insider threats and advanced threats.
• Compliance: SOC 2, PCI DSS, GDPR readiness, and roadmap creation.
• Incident Response: Designing strategies and recovery plans.
• IAM: Secure implementation and enhanced access control.
• Emerging Tech Security: Securing cloud, IoT, and AI-based systems.
• SOC Optimization: Improving processes and workflows.
Questions I Answer:
• How can we achieve SOC 2 compliance?
• What are our biggest cybersecurity threats?
I deliver tailored, actionable strategies to meet your cybersecurity challenges in today’s complex landscape.
Get personalized advice on:
AI & Machine Learning
AI Data Annotation & Labeling
AI Integration
Cybersecurity & Data Protection
IT Support & Services
cyber threat intelligence
security engineering
information security
governance, risk & compliance software
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About Sam
Expert-vetted CISO | SOC 2, Risk & Compliance | Secure Your Business
100%
Job Success
Setauket-East Setauket, United States - 11:27 am local time
Enterprise clients won't sign until you can prove security, privacy, and compliance. I get you there — fast, audit-ready, and without grinding your roadmap to a halt.
I'm Dr. Sam Wertheim, an Upwork Expert-Vetted (Top 1%) fractional CISO with 17+ years across DoD (Defense Innovation Unit), Fortune-scale enterprises, and federal agencies. I currently serve as fractional CISO to a NYDFS-regulated insurtech and as sitting CISO for an identity-governance platform. My doctoral research focuses on AI-driven social engineering — bringing both battle-tested compliance execution and a forward view on where threats are heading.
WHERE I CREATE VALUE
- Close enterprise deals — SOC 2, ISO 27001, PCI DSS, HIPAA, NYDFS §500, done right and audit-ready
- Secure cloud & AI products — AWS, Azure, GCP, SaaS platforms, and the new risk surface AI introduces
- Strengthen risk posture — without slowing the business down
WHY CLIENTS KEEP ME ON RETAINER
- Executive security leadership at a fraction of a full-time CISO's cost
- A practitioner, not just an advisor — I've run the pen tests, built the SIEM, filed the regulatory certifications
- Deep regulatory specialization (NYDFS §500, SOC 2, ISO 27001) most generalists can't match
WHAT CLIENTS SAY
- "The SOC 2 work let us close a Fortune 100 contract we'd been stuck on for months." — SaaS founder
- "ISO 27001 certified faster than we thought possible. It opened doors immediately." — Series-stage CTO
- "Compliance finally stopped being the thing that slowed our sales cycle." — B2B SaaS CEO
SOUND FAMILIAR?
- Drowning in security questionnaires and vendor risk reviews?
- Need to be audit-ready before your next enterprise deal closes?
- Running Vanta, Drata, or Sprinto but unsure what comes next?
- Shipping AI-driven products and unsure how to govern the risk?
- Want ongoing CISO leadership without a full-time hire?
CORE SERVICES
- Fractional / virtual CISO (vCISO) — ongoing security leadership
- Compliance & audit readiness — SOC 2, ISO 27001, PCI DSS, HIPAA, GDPR, NYDFS §500
- Penetration testing & security assessments
- Security questionnaires & vendor risk — pass enterprise reviews quickly
- AI security & governance — for teams building AI-driven products
EXPERTISE
- Frameworks: SOC 2, ISO 27001, PCI DSS, NIST 800-53, NYDFS §500, GDPR, HIPAA, CMMC, HITRUST
- Cloud & security: AWS, Azure, GCP, SIEM, IAM, Zero Trust, endpoint security
- GRC tooling: OneTrust, Whistic, CyberGRX, Panorays, Graphite Connect, Vanta / Drata / Sprinto
Let's talk. Message me or click Invite for a free consultation — bring your toughest compliance roadblock and I'll tell you straight how I'd solve it.
Dr. Sam Wertheim · Fractional CISO · Upwork Expert-Vetted Top 1%
Cybersecurity Expert | Threat Intelligence | AI Security | Governance, Risk, and Compliance
What to expect
Schedule the consultation
Choose from the freelancer’s available days and times.
Get advice for your custom needs
Share details about your project and what you want to talk about. The freelancer will review and reach out if they have questions.
Join the Zoom meeting
1-on-1 meeting with the freelancer to discuss your needs and project.
Approve the work
The freelancer will finish up the documents you asked for and send them to you for approval:
Before the consultation
Here’s what Sam will need to know before you meet
- What is the primary challenge or objective you’d like to address in this consultation?
- Do you have any specific frameworks or compliance requirements to meet?
- What are your key concerns regarding cybersecurity, and have you experienced any security incidents or breaches in the past?
- What outcome or deliverable are you expecting from this consultation?
- Is there anything else you’d like me to know to prepare for our session?
- Are there any file attachments you want me to review to make our time together more efficient?
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TE
Travis E.
Feb 10, 2025
Sam is an exceptional consultant and educator, demonstrating deep expertise and thought leadership in his domain. His insights were invaluable, and I highly recommend him.
RS
Rob S.
May 3, 2026
Cybersecurity and HIPAA consultant needed for digital health startup
It was a pleasure working with Sam. He's very knowledgeable and great to work with.
JF
Jacob F.
Apr 20, 2026
SOC2 HIPAA Consultant and Security Advisor for Small Business
Sam is a pro and we would have lost a large corporate client without his help. He was patient with my many naive questions. He also was always very prompt to respond and wouldn't hesitate to jump on a call if needed. I'd highly recommend Sam to anyone for their compliance and security needs.
LB
Laureen B.
Dec 16, 2025
Cybersecurity - NIST CSF SAR: ProgressIQ + Impriva
JG
John G.
Nov 25, 2025
30 minute consultation
VO
Victoria O.
Oct 24, 2025
SOC 2 Risk Assessment
Sam was spectacular, I did not need to spend time explaining what I needed, he just gets it.


