✨Personal AI Infrastructure↗
Meet Alex, My AI Assistant
A personal AI infrastructure built around Claude Code with skills-based context management. Alex helps me navigate complex tasks across development, research, and daily workflows.
I am passionate about innovation in embedded finance, payment technology, and AI.
A personal AI infrastructure built around Claude Code with skills-based context management. Alex helps me navigate complex tasks across development, research, and daily workflows.
Exploring ideas, projects, and the things I'm learning along the way.
Transform your reading pile into a personalized podcast, custom mindmaps or curated video to help accelerate your learning.
On December 12, 2025, the OCC approved national trust bank charters for Circle, Ripple, BitGo, Fidelity Digital Assets, and Paxos. Here's what this means for community banks, and what we can actually do about it.
Welcome to my blog! This is my first post where I share what to expect.
With over two decades of experience in financial services, I specialize in embedded finance, payment technology, and the transformative potential of artificial intelligence. My career spans from helping high net worth clients as a Certified Financial Planner to founding and leading multiple successful fintech ventures.
I'm passionate about helping businesses succeed through innovative payment solutions and exploring how AI can revolutionize industries. I'm currently focused on bringing embedded finance and payment technologies to banking and AI-driven college recruiting solutions.
SVP of Operations at Commercial Bank of California, overseeing strategic initiatives and operational excellence in acquiring banking.
Founder of Athlead.AI, leveraging artificial intelligence to transform college recruiting.
22+ years helping businesses maximize cash flow through innovative payment technology.
Successfully founded and built multiple fintech companies including Cuffr and Agile Financial Systems.
22+ years of leadership in financial services, fintech, and emerging technologies.
Leading operational excellence and strategic initiatives in acquiring bank focused on community and commercial banking.
Building AI-powered college recruiting solutions to revolutionize athletic talent acquisition.
Led innovative payment technology company helping businesses maximize cash flow through electronic payment solutions.
Online payment platform for small businesses and non-profits. Successful exit to larger merchant services company.
Financial leadership at payment processing company.
Financial leadership at wholesale flooring supply company.
Provided comprehensive financial planning services to high-net-worth clients.