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I install the systems that make your business run without you. Former regulatory risk analyst (Federal Reserve Bank of NY) now building AI-powered workflows and automations for small and mid-market businesses — customer intake, scheduling, invoicing, dashboards, and the operational infrastructure that turns a manual business into one that scales.

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About

I help small business owners — especially new acquirers and operators — stop being the bottleneck in their own company. My background spans supervisory examinations, data analysis, risk management, and cross-functional process improvement at the Federal Reserve Bank of NY. Now I apply that same systems-thinking to building AI agents and no-code automations (n8n, Make, OpenAI, Anthropic Claude) that replace manual workflows with reliable, repeatable systems.

What I build: Customer intake and lead-response automation, scheduling and dispatch workflows, invoice and follow-up sequences, one-page operational dashboards, and document processing pipelines. The kind of infrastructure that lets an owner step back from day-to-day operations without things falling apart.

Skills

AI & Automation: AI Agent Design (OpenAI, Anthropic Claude, Google Gemini, Microsoft Copilot Studio), No-Code/Low-Code Workflow Platforms (n8n, Make, Zapier), Prompt Engineering, RAG-based Knowledge Assistants

Business Operations: Business Process Automation, Workflow Design & Optimization, Operational Dashboard Design, Client Intake & CRM Integration

Process & Analysis: Business Process Improvement, Risk Register & Policy Design, Data Analysis & Reporting (Excel, charts/tables/graphs), Documentation

Technical: SIEM Log Analysis, ITSM/Configuration Management, Risk Management, CISSP Associate

Soft Skills: Cross-functional Collaboration, Stakeholder Communication, Project Coordination, Training & Facilitation, Active Listening

Certifications & Professional Development

• GenAI for Business Process Automation — Coursera — In Progress (est. October 2026)
• Microsoft 365 Copilot: Boost Productivity & Build Agents — Coursera — In Progress (est. October 2026)
• Data-Backed Decision Making — Coursera — July 2026
• Associate of ISC2 — ISC2 — Passed CISSP Exam

Projects

AI-Powered Email Triage System

Vendor Risk Management/ Compliance AI Agent case study

Small Law Firm — Email & IT Systems Migration

Managed the migration of a small law firm from Google Workspace to Microsoft 365/Outlook, including mailbox configuration, shared permissions setup, and email workflow design. Currently scoping AI-powered intake and scheduling automation for the same client.