I embed as a fractional Chief Operating Officer, AI governance advisor, or senior program leader. My work focuses on building the operational infrastructure, financial discipline, and governance frameworks that enable organizations to scale responsibly, transform strategically, and deploy AI effectively.
I add the most value when there's a genuine operational challenge to solve—not another report gathering dust on a shelf. The situations where I've had the biggest impact fall into four categories.
You're growing—but the systems, processes, and financial controls built for $5M aren't built for $50M. The founder is buried in operational decisions that shouldn't require them. Nothing is broken, but nothing scales either.
You're piloting GenAI, deploying LLMs, or integrating Agentic AI—but you lack the governance structure, compliance guardrails, or measurement frameworks to do it responsibly at scale.
You're navigating a merger, acquisition, restructuring, or leadership transition. You need someone to run the operational workstream, manage integration, and ensure nothing falls through the cracks during the transition.
You lead a nonprofit, NGO, research institution, or mission-driven organization with vision and talent, but without the operational and governance infrastructure to deliver at the scale your mission requires.
Three core service lines, each available as a fractional retainer, defined project, or advisory engagement. Every engagement starts with a 30-minute conversation to understand your situation before anything is proposed.
Design and operationalize the AI governance framework your organization needs to adopt Generative AI, Agentic AI, and LLMs responsibly.
Embed as your part-time Chief Operating Officer—building the systems, P&L discipline, and cross-functional accountability infrastructure your organization needs to scale or stabilize.
Stand up a PMO, design governance frameworks, and deliver complex multi-stakeholder programs end-to-end—from enterprise transformations to strategic planning engagements.
Most engagements begin with a 30-day diagnostic before moving to an ongoing model.
Ongoing Monthly
Embedded part-time leadership—typically 2–3 days per week. Ideal for organizations that need consistent operational leadership over 6–18 months. Most common model, starts with 30-day diagnostic.
90-Day Sprint
Scoped engagement with clear deliverables—an AI governance framework, a PMO standing up, or an operational audit. Fixed scope, defined timeline, often extends to retainer.
Strategic Advisor
Senior advisory engagement—attending leadership meetings, reviewing strategy, providing outside perspective. 8–12 hours/month. Best for organizations with strong teams that need a sounding board.
A focused conversation about your situation—where operations stand, what's blocking you, and whether there's a genuine fit. No pitch. No proposal until I understand the problem.
A 2–4 week operational assessment—understanding your systems, financials, team, and specific challenges. Delivered as a written brief with prioritized recommendations.
A clear engagement proposal: scope, timeline, engagement model, and expected outcomes. Straightforward terms. No equity. No long-term lock-in.
Embedded engagement—attending leadership meetings, delivering work, tracking outcomes. Regular executive check-ins. Results measured from month one.
I started at PricewaterhouseCoopers running state tax engagements for Fortune companies, learning that financial discipline drives how organizations make decisions and whether strategy actually gets executed.
Then six years at Citigroup building the first offshore BPO program spanning Asia and Latin America, followed by Citadel building a global sourcing operation for a demanding hedge fund back office.
In 2010, I spent twelve years running my own businesses—e-commerce, coffeehouse, real estate, consulting—identifying $100M+ in opportunities for clients. That taught me what corporate life doesn't: what every operational hat actually requires.
I returned to enterprise in 2022 as VP of Technology / COO at Equifax, managing a $300M budget and delivering $80M in cost savings while co-authoring the enterprise AI governance framework.
MBA · PMP · AIGP | St. Louis, MO | Work nationally & remotely
Operational excellence isn't about efficiency for its own sake. It's about creating the conditions where talented people can do their best work.
I show up as a peer to leadership, not a vendor. I form views quickly and share them directly. No hedging. No reports gathering dust.
I've been the COO. I've been the founder. I've managed $300M budgets and opened a cafe. That breadth is rare among operational advisors.
A sampling of programs and initiatives across operations, AI governance, and program leadership.
Equifax | Co-authored foundational enterprise AI governance framework addressing accountability, AI metrics, model transparency, and regulatory compliance.
Result: Framework operationalized across $2.4B+ revenue portfolio, AI Task Force stood up to deliver governance initiatives.
Equifax | As VP of Technology / COO, managed $300M global budget for 2,200+ person organization. Implemented disciplined P&L management, workforce optimization, and vendor governance.
Result: Three consecutive years of on-target savings, $200M+ opportunities identified.
Citigroup | Designed unified global workforce strategy across 9 divisions. Built cross-border compliance framework, negotiated master contracts, and led BPO integration.
Result: $40M+ saved, 60% processing throughput increase across 9 divisions.
Citadel | Built global sourcing operation from scratch for demanding hedge fund back office. Established vendor selection criteria and SLA governance.
Result: $5M–$20M+ annual savings, 1,000+ offshore resources managed, 15% turnaround improvement.
Equifax | Designed full OKR/KPI architecture for 2,200+ person global organization. Built executive dashboards, led PMO governing 6+ major programs.
Result: OKR system cascaded across organization, real-time performance visibility, three consecutive years of on-target strategic delivery.
Fractional COO retainers typically range from $8,000–$20,000/month depending on scope, hours, and complexity. Defined project engagements are scoped and priced to specific deliverables. Advisory arrangements start at a lower monthly rate for lighter-touch support. I'm transparent about pricing from the first conversation—no proposals before I understand your situation.
Most fractional engagements run 2–3 days per week (10–15 hours). Advisory engagements are lighter: 8–12 hours per month. Defined project engagements are scoped to specific deliverables. I typically take on 2–3 clients at any given time, which allows me to stay deeply engaged without spreading thin.
Most engagements run 6–18 months, starting with a 30-day diagnostic. Many extend beyond the initial term. I don't do one-month engagements—the work I do takes time to build and deliver. That said, I work on rolling monthly terms after the initial period, so you're not locked in.
I have the deepest experience in regulated industries—financial services, data and analytics, fintech—and in technology companies generally. I've also worked effectively in professional services, e-commerce, nonprofits, and multi-unit retail. If you're outside these areas, I'm happy to have an honest conversation about fit.
Yes—for the right opportunity. My portfolio of fractional and consulting work reflects a deliberate choice about how I spend my time, not a limitation. If you're building something where full-time engagement makes more sense than fractional, I'm open to that conversation.
Yes. I'm based in St. Louis, MO, and work with clients nationally and remotely. Most of my work is delivered remotely, with travel to client sites as needed for key meetings, planning sessions, or onboarding. I've managed global teams across multiple time zones for 20+ years, so remote-first is not a limitation.
Most fractional COOs have deep expertise in one domain. I've operated at the VP/COO level inside a Fortune 500 ($300M budget, 1,500 people), built a hedge fund's global sourcing operation from scratch, co-founded and ran multiple businesses, and co-authored an enterprise AI governance framework. That breadth—connecting operational discipline to AI governance to financial stewardship to program delivery—is rare.
It's 30 minutes. No pitch. I'll ask you to describe your current situation—where your operations stand, what's blocking you, and what success looks like in 90 days. I'll share a candid perspective on whether I think I can help. If there's a fit, we'll talk about next steps. If not, I'll tell you that too.
Thoughts on operations, AI governance, and building organizations that scale.
Most organizations approach AI governance as a compliance checkbox. Real governance enables innovation by answering the questions that keep leaders awake: What AI systems are we running? How do we know they're working? What happens when something breaks?
Real operational excellence means building systems so disciplined that your organization executes predictably, learns from failure, and scales without chaos. It's not about speed—it's about discipline.
AI is now affordable and accessible enough to solve real problems in small businesses. The challenge isn't whether to use AI—it's which problems to solve first. Most small businesses spend $50-300/month and recover their investment within 2-4 weeks.
Tell me what you're working on. I'll tell you honestly whether I can help—and what working together could look like.