Founded AIDX Advisors to offer Fractional Chief Technology Officer and Chief Product Officer services. Current Engagements:Fractional Chief Technology Officer - Assurean Insurance (March '24 - present)Hands-on Fractional CTO role designing, building, and overseeing a full port of this innovative and rapidly growing top-tier insurance agency's core agency management system. This new agency platform leverages Salesforce Financial Services Cloud (FSC), AWS, and includes a Mulesoft ETL/RPA middleware platform for insurance carrier/policy data ingestion. Additionally, authored multiple ML models, including an ensemble model (XGBoost) to determine optimal carrier-product matches for incoming insurance leads, enhancing lead conversion rates and operational efficiency.Fractional Chief Product Officer - Irrevo (Dec '23 - present)Currently leading the development of an innovative GenerativeAI agent orchestration platform focused on simplifying the management of agentic workflows. This role involves translating a broad vision into actionable strategic initiatives, emphasizing product compliance, scalability, and market fit within an aggressive timeframe.

Spearheaded end-to-end product/platform architecture, development, and delivery of a new Salesforce-based P&C Insurance Agency Management System (AMS). Served as the hands-on, Chief Technology Officer, achieving 2X annual sales growth for the software ISV. Leveraged a modern and versatile tech stack, employing Azure PaaS single/multitenant containerized backend and Salesforce frontend, enabling seamless deployment across various Salesforce clouds – including Financial Services Cloud (FSC).AMS modules, built from the ground up include: IVANS/Carrier/AL3 downloads, Quoting, Agency Policy Admin, Benefits, Commissions, Accounting, 3rd Party Integrations (Comp Raters, Premium Financing...), Reporting & Analytics.Key customers include: USAA, American Family, Berkley, Vouch, CovericaSeries B InsurTech, $16M raised

Fourth hire at this successful InsurTech startup. Crafted enterprise strategy/roadmap and oversaw the design, development and implementation of a nationally deployed Embedded P&C Insurance Distribution platform targeting the Automotive channel.This was a hands-on role building a zero-to-one product and company. Recruited and led new Engineering, Data, IT, and Product teams consisting of 50 staff members. Managed $6.5M P&L while serving as technology lead. Provided strategic leadership to the Vice President of Engineering, Director of Business Intelligence, and IT Director, conducting high-level technical reviews and fostering team collaboration.Key Accomplishments:- Led the remarkable growth from a startup of 4 to a company with 220 employees in just four years.- Headed design and development of a multi-tenant, B2B2C P&C insurance quoting, direct-bind, and analytics platform, catalyzing $12M in annual growth over three years.- Spearheaded the effort to obtain PCI-DSS certification (full PCI SAQ D, 329 questions) as both a Merchant and Service Provider, ensuring rigorous data security standards were met.- Implemented and optimized Agile-Kanban development processes, effectively integrating them with the Product Management team, resulting in a notable 30% increase in product engineering efficiency.- Reduced customer acquisition costs by $150K through the development of a client-facing mobile application in React.js, empowering customers to engage with agents via video technology.- Navigated the late-stage startup through significant capital growth, with over $184 million raised, including a notable $150M Series D funding round in 2022, led by Goldman Sachs.

During my time at WellSky, I led a five-year initiative as manager and architectural lead to completely rewrite a HIPAA-compliant Home Health and Hospice solution, serving over 55,000 users. The project transformed the platform into an Enterprise SaaS solution, hosted on the Microsoft Azure and .NET stack, ensuring robust data security and accessibility.Key Accomplishments:- Managed a team of 25 engineers throughout the project, including hiring, conducting performance evaluations, offering coaching and mentorship, and optimizing development processes.- Oversaw all aspects of product releases, from requirements finalization to estimation, sprint planning/execution, and provided comprehensive technical support to ensure the product's success and meet client expectations.

Directed system architecture development for telecommunications billing analytics and order management systems, with a client roster including AT&T, Telstra, TimeWarner, and CenturyLink, ensuring operational efficiency for major telecommunications companies. Managed and provided leadership to both onshore and offshore development, Quality Assurance, and support teams. Served as the Lead Developer for a high-volume billing reconciliation application processing 5M transactions monthly.

Oversaw product management, software architecture, and development for a suite of core banking applications utilized by Tier-1 banks including JPMorgan Chase, Bank of America, Bank of New York Mellon, BB&T, First Data Corp., and the U.S. Federal Reserve Bank.

Lead Software Engineer and Database Administrator for the development of a HIPAA compliant enterprise level, in-patient radiology information system. Nationally deployed, marquee customers included: Cleveland Clinic, Kaiser Permanente, Mass General.