| Architected SwarmSync.ai, an agent-to-agent marketplace enabling autonomous discovery, multi-agent negotiation, escrow settlement, and reputation scoring under production governance controls. | SwarmSync.ai — Multi-Agent Marketplace | Delivered a live, publicly reachable multi-agent marketplace at swarmsync.ai covering discovery, negotiation, escrow, and reputation scoring. | LIVE |
| Built and shipped ConduitScore.com, a live SaaS platform that diagnoses an organization's AI readiness and produces a scored remediation plan. | AI Platforms & Product Delivery — Cato + ConduitScore.com | Delivered a publicly accessible AI-readiness diagnostic and remediation SaaS product at conduitscore.com. | LIVE |
| Architected PilotCPA (formerly PacketOS), a desktop tax-workpaper automation app for SMB owners and bookkeepers, around a safety-first architecture: an LLM proposes, code computes, a human can approve, and an append-only, hash-chained audit log records every action — with a hard, test-enforced invariant that the system never files, signs, submits, transmits, or pays anything. | PilotCPA (formerly PacketOS) | A working pilot with the safety architecture built and enforced by automated tests (including a dedicated no-filing-states test and a DB constraint tying accepted output to human-approved lines), currently covering page-1 federal forms for 1065/1120/1120S with Sch K/K-1 fetch-only — a proven safety architecture on a prototype, not a launched product with users or revenue. | ARTIFACT VERIFIED |
| Authored and co-authored 8 active IETF Internet-Drafts covering agent transactions, escrow, verifiable capabilities, discovery, and reputation scoring (SwarmScore), and serves as W3C AIVS Community Group Co-Chair defining cryptographic proof of AI-agent sessions, portable self-verifiable audit records, and tamper-evident action logs aligned with the EU AI Act and NIST AI RMF. | Standards & Protocol Work | Produced publicly published, third-party-hosted draft specifications that other implementers can reference and build against. | THIRD-PARTY VERIFIED |
| Engineered InvoiceProof, AuditProof, VerifyAPI, and Conduit/Halo controls — a verification stack using hash-chained logs, cryptographic proofs, and approval gates to produce independently auditable action records for automated financial and agent-driven actions. | Finance Systems, Controls & Audit-Ready Verification | Gave automated finance and agent-driven actions an independently auditable, tamper-evident record instead of an unverifiable log line. | SELF-REPORTED |
| Served as Controller for a multi-million-dollar business (~50 staff) for 10 years, directing full-cycle accounting (GL, AP/AR, inventory, cash, payroll, sales tax, vendor processes) and re-engineering the close process to consistently deliver a 3-day month-end close. | Finance Systems, Controls & Audit-Ready Verification | Consistently delivered financial statements, reconciliations, accruals, and supporting schedules within a 3-day close window for a ~50-person, multi-million-dollar organization. | SELF-REPORTED |
| Built Cato, a desktop AI operating system with multi-model orchestration and tool calling. | AI Platforms & Product Delivery — Cato + ConduitScore.com | Delivered Cato as a working desktop AI operating system with multi-model orchestration and tool calling. | SELF-REPORTED |
| Designed and built a real-time AI Sales Coach that analyzes live sales conversations, maintains contextual awareness, and surfaces immediate guidance for objections, questions, and next-best actions. | AI Sales Coach (Real-Time) | Gave reps in-the-moment coaching during live calls instead of after-the-fact call reviews. | SELF-REPORTED |
| Designed and built integrations across CRM, communications, reporting, and operational systems through APIs and automated workflows, including data flows and dashboards supporting lead management, revenue visibility, and forecasting. | CRM & Revenue Operations Integrations | Gave sales and operations leadership a unified view of leads, revenue, and forecasts instead of scattered, manually assembled reports. | SELF-REPORTED |