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.
Treasury's new FS AI RMF gives banks a practical lens for AI governance. Here's an executive view of the audit-trail questions to think through, and why Azure may be a pragmatic option.
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.
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.
Executive Vice President of Fintech Banking at Commercial Bank of California, leading sponsor-bank operations, merchant acquiring, and risk and compliance.
Founder and CEO of Athlead.AI, a recruiting marketplace for athletes, coaches, and organizations that I designed and built end to end.
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 the bank's fintech banking and merchant-acquiring division: sponsor-bank operations, the ISO/partner ecosystem, risk and compliance, and direct merchant growth. Promoted from SVP, Operations & Direct Merchant Sales.

Founder and primary builder of an AI-native recruiting marketplace for athletes, coaches, and organizations, spanning a Next.js web app, a native iOS app, and backend services.

Full P&L ownership of a payment-processing company; scaled it from startup to an institutionally compliant operation processing 400+ merchant onboardings monthly.

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.