Career Proof Ledger
Focus Areas (Finance Transformation)
- Finance Systems, Controls & Audit-Ready Verification
- SwarmSync.ai — Multi-Agent Marketplace
| Claim | System | Business Result | Verification |
|---|---|---|---|
| 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 |
Architected SwarmSync.ai, an agent-to-agent marketplace enabling autonomous discovery, multi-agent negotiation, escrow settlement, and reputation scoring under production governance controls.
Result: Delivered a live, publicly reachable multi-agent marketplace at swarmsync.ai covering discovery, negotiation, escrow, and reputation scoring.
Built and shipped ConduitScore.com, a live SaaS platform that diagnoses an organization's AI readiness and produces a scored remediation plan.
Result: Delivered a publicly accessible AI-readiness diagnostic and remediation SaaS product at conduitscore.com.
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.
Result: 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.
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.
Result: Produced publicly published, third-party-hosted draft specifications that other implementers can reference and build against.
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.
Result: Gave automated finance and agent-driven actions an independently auditable, tamper-evident record instead of an unverifiable log line.
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.
Result: Consistently delivered financial statements, reconciliations, accruals, and supporting schedules within a 3-day close window for a ~50-person, multi-million-dollar organization.
Built Cato, a desktop AI operating system with multi-model orchestration and tool calling.
Result: Delivered Cato as a working desktop AI operating system with multi-model orchestration and tool calling.
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.
Result: Gave reps in-the-moment coaching during live calls instead of after-the-fact call reviews.
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.
Result: Gave sales and operations leadership a unified view of leads, revenue, and forecasts instead of scattered, manually assembled reports.