Available for Advisory Engagements

Enterprise AI Advisory
for the C-Suite

Solutions 2.0 partners with executives to cut through AI hype, identify high-value opportunities, build bulletproof business cases, and deliver measurable ROI — across Finance, Operations, and enterprise transformation. Twenty-plus years of practitioner experience. Zero tolerance for vaporware.

20+
Years in AI & Data
$60B
AUM Advised
17+
AI Domains Transformed
65+
Teams Built & Led
View Case Studies Work Together
About

From Data Strategy to AI Reality

Solutions 2.0 is a boutique AI advisory firm helping organizations turn data and AI from strategy into measurable business outcomes. What began in Business Intelligence and analytics has evolved through Big Data, Machine Learning, and now the full spectrum of Generative AI, LLMs, and agentic systems.

Our edge is the bridge: we speak executive (business cases, ROI, risk) and engineering (architecture, data, platforms) fluently — aligning both sides on what to build, why, and how to make it succeed. We've done this at Fortune 500s, Tier-1 banks, asset managers, law firms, FinTech startups, and PE portfolio companies.

Solutions 2.0 operates with a disciplined buy vs. build framework — evaluating vendor platforms against custom solutions based on your actual constraints, not vendor promises.

Core Competencies
AI Use Case Identification
AI Roadmaps & Business Cases
Executive Stakeholder Advisory
GenAI / LLMs / Agentic AI
Organizational AI Readiness
AI Governance & Risk
Low-Code / No-Code AI
EPM / FP&A Process Improvement
JDE / Oracle ERP / Oracle Apps
PE Portfolio Advisory
AI Business Value & ROI
Operations & Workflow AI
Industries

Sectors Served

Deep cross-industry experience — from global Tier-1 banks to FinTech startups, from industrial enterprises to legal and real estate firms.

🏦
Financial Services
Tier-1 banks, asset management
💡
FinTech
Startups, AI platforms, GRC
🏗️
Real Estate
ERP, operations, analytics
🛒
Retail
Forecasting, recommendations
⚙️
Industrials
Operations, workflow AI
⚖️
Legal
AI adoption, vendor evaluation
💻
Technology
Data strategy, cloud AI
🛡️
Insurance
BI, analytics, global delivery
How I Work

Four Advisory Pillars

Whether you're starting your AI journey or scaling a program, I operate in four interconnected disciplines.

🎯
AI Strategy & Roadmapping
Identifying high-value AI opportunities, scoring by feasibility and ROI, and building sequenced roadmaps that connect to real P&L impact — not just technology for its own sake.
🏗️
Implementation Leadership
Turning AI strategy into delivered solutions — from data architecture and platform selection to team formation and vendor management. I've built and led teams from 1 to 65.
🤝
Executive Advisory
Serving as a trusted translator between C-suite priorities and technical execution. I've presented to CDOs, CFOs, and Boards across the US and Europe — and brought clarity, not complexity.
📊
Business Value Engineering
Quantifying AI ROI before a dollar is spent. Building business cases, modeling value scenarios, and establishing measurement frameworks so outcomes can be tracked and proven.
Proof Points

Case Studies

Real engagements. Actual results. Click any card to see the full Situation → Action → Result.

Financial Services AI Strategy
AI Transformation Across 17 Domains at a Tier-1 Bank
A Tier-1 bank's CDO needed to prioritize AI investment across a sprawling enterprise — 17 distinct business domains — with competing stakeholder agendas and limited implementation capacity.
Prioritized AI Portfolio Delivered
Click to expand ↗
Asset Management AI/ML Build-Out
AI/ML Use Case Discovery & Build at a $60B AUM Asset Manager
A major asset management firm with $60B AUM wanted to leverage AI/ML but lacked a structured framework for identifying and validating opportunities across their investment and operations teams.
End-to-End AI Solutions Deployed
Click to expand ↗
FinTech AI Roadmap
AI Strategy & Roadmaps for Two FinTech Startups
Two early-stage FinTech startups needed credible AI strategies to guide product development and attract investors — without burning runway on the wrong bets.
Investor-Ready AI Roadmaps
Click to expand ↗
Legal Vendor Evaluation
AI Vendor Selection & Adoption Strategy for a Law Firm
A law firm facing pressure to adopt AI was overwhelmed by vendor options — each claiming to be the answer. They needed objective analysis to separate real capability from hype.
Confident AI Adoption Decision
Click to expand ↗
Real Estate ERP Integration
JDE / Oracle ERP Integration for a Major Real Estate Company
A major real estate company needed to integrate JDE and Oracle ERP systems across Finance, IT, and Business units — with misaligned stakeholders and a complex legacy environment.
Cross-Functional Integration Delivered
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Technology Data Strategy
Enterprise Data Strategy to Unify Siloed Data at a Major Tech Company
A major technology company had fragmented data assets across dozens of systems — preventing meaningful analytics, AI, and cross-functional decision-making at scale.
Unified Data Architecture Defined
Click to expand ↗
Enterprise Partnership & Scale
$60M Cloud Partnership Program — Built and Scaled at Deloitte
Deloitte needed to manage a high-stakes, high-visibility $60M cloud vendor partnership with full accountability across resourcing, engagement, sales pipeline, and C-level communications.
65-Person Team, $60M Managed
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FinTech Startup / Founder
Co-Founded an AI/NLP FinTech Startup — Zero to Production
Identified an unmet need in Vendor Risk Management and GRC — manual, document-heavy processes that AI could radically accelerate — and built a company around it from scratch.
NLP AI Deployed in VRM & GRC
Click to expand ↗
Leadership

Principal Background

Solutions 2.0 is led by a practitioner with 20+ years of AI, data, and analytics experience — from startup CTO to Big 4 practice lead. This is the depth behind every engagement.

2024 – 2026
rSTAR Technologies
Strategic Engagement Manager
  • AI advisory and strategy for enterprise clients
  • Assessed AI readiness and identified high-value use cases
  • Partnered with C-suite to prioritize AI initiatives and AI safety
2023 – Present
Solutions 2.0 / Independent
Fractional AI Advisor & Consultant
  • CxO-level AI readiness assessments across startups, mid-market, and enterprise
  • Law firm AI adoption — vendor evaluation, ROI analysis
  • AI strategy and roadmaps for two FinTech startups
2018 – 2023
Deloitte
AI & Data Engineering Lead / Cloud Alliance Manager / Solutions Architect
  • Managed $60M cloud partnership — 65-person team
  • Led AI/ML use case discovery at $60B AUM asset manager
  • Advised Tier-1 bank CDO on AI transformation across 17 domains
  • JDE / Oracle ERP integration for major real estate firm
2014 – 2018
Aponia Data Solutions
Co-Founder & CTO
  • Built AI/NLP FinTech startup from zero — 10-person engineering team
  • Deployed AI in Vendor Risk Management and GRC
  • Applied NLG and generative techniques to automate data training
2012 – 2014
Pivotal / EMC / Greenplum
Senior Pre-Sales Solution Architect
  • Senior AI/Big Data advisor across $1–$30M Fortune 500 engagements
  • Advised 9 Tier-1 banks and 3 global consulting firms on AI/ML
  • Managed 14 concurrent engagements; presented to CxO audiences US & Europe
2003 – 2011
Sagacity, Inc.
Principal Business Intelligence Consultant
  • BI advisor to insurance and financial services globally
  • Invented "Partial Data Warehouse" methodology for rapid analytics deployment
  • Delivered engagements across North America, Europe, and Asia
Recognition

Awards & Honors

🏆
Multiple Deloitte Awards
Superior leadership, execution, and mentorship — recognized across multiple years at one of the Big 4's most competitive practices
🥇
Excellence @ EMC Gold Award
Decisive actions that saved a $30 million project — awarded for performance under pressure at a critical inflection point
🎤
Distinguished Toastmaster (DTM)
Highest honor from Toastmasters International. Past President, New York Toastmasters. Executive communications and leadership.
📢
Conference Chair & SIG Co-Founder
Co-chaired conference and co-founded Special Interest Group, San Diego .NET User Group, 2003–2006
🤝
Community Organizer — AI/Data
Co-organized the New York Data Science Use Cases Meetup, 2014–2015 — building the early NYC AI practitioner community
🎵
Professional Touring Musician
1998–1999. A reminder that breadth of experience — creative, technical, strategic — shapes distinctive thinking.
Let's Talk

Ready to Move from AI Hype to AI Value?

Whether you need a fractional AI advisor, a strategic engagement partner, or a sounding board for your next AI initiative — Solutions 2.0 would like to hear what you're working on.

✉️ [email protected] 🔗 LinkedIn 📞 (212) 804-9075