Data, Analytics and AI Executive

Turn data and AI
investment into
measured outcomes.

I build the intelligence engine leadership uses to decide where to invest and whether it worked. Twenty years leading data, analytics, and AI in financial services, wealth management, and healthcare, most recently embedded inside the enterprise data organization of one of the world's largest asset managers.

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Managing Partner, Soft Solutions Partners

Embedded Advisor · Global Asset Manager Former CDO & CAIO · CareFirst Former CIO & CDO · Radiant PE Diligence · West Monroe

Practice Areas

What I do

Four connected disciplines, applied as an operating executive or an embedded advisor.

Data & AI Strategy

Enterprise data strategy, maturity scoring, and investment cases that give leadership a fact base for where to put the next dollar.

Governed Data Products

Data products, semantic layers, and decision-support tools designed with owners, SLAs, and measurable consumption, not one-off reports.

Operating Model Design

Org design, decision rights, federated governance, and the OKR and KPI programs that make a data organization accountable for outcomes.

AI Governance & Value Realization

Model risk, human oversight, cost observability, and ROI discipline that stand up to boards, regulators, and investment committees.

Thoughtware & Accelerators

The AI Value
Control Plane

Most enterprises don't fail at AI because they lack technology. They fail because they lack the operating infrastructure to connect strategy to execution. The AI Value Control Plane is the thoughtware behind my work: an eight-module operating framework linking readiness, use-case intake, governance, cost observability, ROI modeling, and human oversight into one manageable system. ValueArchitect.ai is the accelerator built on it, a working decision-support environment that shortens the path from framework to running capability.

See the accelerator at ValueArchitect.ai

AI Readiness Assessment

Baseline data, talent, governance & infrastructure

Strategy & Use-Case Intake

Prioritization tied to business outcomes

Operating Model Design

Roles, decision rights, workflow redesign

Financial Impact Modeling

AI → EBITDA bridge with margin lens

Governance & Risk

Compliance, model risk, regulatory alignment

Human Oversight Center

Approval workflows & human-in-the-loop

Cost Observability

AI spend tracking & unit economics

Adoption & Optimization

KPI tracking, change mgmt, continuous ROI

Clients & Mandates

Who I help

Financial services, wealth management, and healthcare organizations where data complexity, governance requirements, and business stakes are highest.

Financial Services & Wealth Management

Asset managers, wealth platforms, banks, and fintech turning fragmented data into client intelligence, advisor productivity, and governed AI adoption, under SEC and FINRA-grade scrutiny.

→ Enterprise data maturity and OKR program inside a top-tier asset manager's data organization; $2B+ fintech diligence at West Monroe Partners

Healthcare Payers & Providers

Health plans and provider organizations navigating AI adoption under strict compliance requirements, legacy data infrastructure, and board-level scrutiny, where governance is non-negotiable.

→ $53M transformation, $10M+ savings as CDO + Chief AI Officer at CareFirst BlueCross BlueShield

Boards, C-Suite & PE Sponsors

Leaders who need an independent data and AI perspective beyond what their technology team provides: governance reviews, diligence, executive briefings, and pressure-testing of AI claims before capital is committed.

→ Board service, $40M+ in technology exposure surfaced on a $2B+ transaction, C-suite executive education

See if this is your situation →

Proof

Results aren't claimed here.
They're documented.

Every metric below is drawn from a real engagement. No templates. No projections dressed as outcomes.

Global Asset Manager

Embedded Advisor,
Enterprise Data Organization · Confidential

Asset & Wealth Management

Driver maturity & scoring framework

OKR

Enterprise Data Management program

C-suite

Investment case delivered

Embedded within the CTO and Chief Data Officer organization of one of the world's largest asset managers, with accountability for the enterprise data management OKR program: designed the 15-driver maturity and scoring framework, built its Power BI reporting layer and dashboards, and delivered the operating model and platform investment case presented to senior leadership.

Full case study →

CareFirst BlueCross BlueShield

Chief Data Officer &
Chief Analytics & AI Officer

Healthcare Payer

$53M

Total transformation scope

$10M+

Cost savings · 12 months

120

Person data & AI team

Led a 120-person data science, BI, analytics, and AI organization serving 3.2 million members on a $55M budget. Directed a $53M transformation spanning Azure cloud and data-lake modernization, enterprise API architecture, and AI capability, and captured $10M+ in savings within 12 months.

Full case study →

View all six case studies →

Insights

Frameworks, articles & tools

Browse all →

Framework

The data product operating model for asset and wealth managers

Why governed data products, with owners, SLAs, and measured consumption, outperform the report factory, and what it takes to run analytics like a product organization.

7 min readFinServ & Wealth

Article

Why most enterprise AI governance programs fail before they launch

The gap is operating infrastructure, not policy. Most governance programs are built on paper, not wired into decision rights, approval workflows, and human oversight mechanisms.

6 min readGovernance

Resource

AI Readiness Scorecard for Regulated Enterprises

A 40-point diagnostic covering data infrastructure, talent, governance, risk posture, and operating model maturity. Used in buy-side diligence and enterprise AI audits.

PDF DownloadHealthcare · FinServ

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Free tool

Not sure where to start?
Run the AI Value Diagnostic first.

Before any advisory conversation, it helps to have a clear picture of where your organization actually stands. The AI Value Diagnostic scores you across five dimensions and delivers a human-reviewed report within 24 hours at no cost.

Start the free diagnostic →

~12 minutes Immediate score Full report within 24 hrs No login required

Let's talk

Ready to make AI a
real business asset?

A 30-minute discovery call is enough to know if there's a fit. No pitch deck, just a direct conversation about what you're working on.

Work with me → Connect on LinkedIn

Typical response within 24–48 hours. Serious inquiries only.

Turn data and AIinvestment intomeasured outcomes.