I'm Charles — a product leader and AI builder with deep roots in financial services and tech. I've deployed AI at enterprise scale and built hands-on AI systems from scratch. I work with companies as a fractional product lead, strategic advisor, or hands-on project partner — depending on what you actually need.
Open to fractional, consulting, and select full-time opportunities.
I adapt to what you need — from embedded product leadership to rapid prototyping to strategic clarity. No retainer packages, no bloated teams.
Need senior product leadership without a full-time hire? I embed with your team as a Principal PM or Product Lead — setting AI product strategy, aligning cross-functional teams, and driving execution from the inside. Ideal for companies serious about AI but not ready to hire a full-time senior product leader.
Not sure where AI creates real leverage in your business? I help you cut through the noise — identifying the highest-value use cases, mapping the risks, and building a roadmap you can actually execute. Grounded in real enterprise deployment experience at JPMorgan scale, not theory.
Sometimes the fastest way to validate an idea is to build it. I design and prototype AI-powered tools, agents, and workflows — so you can see what works before you over-invest. From internal productivity tools to customer-facing AI features.
Most AI consultants will tell you what to build. Few have actually built it inside a regulated enterprise with thousands of users, a compliance team, and real stakes.
At JPMorgan Wealth Management, I led the firm's first AI deployment — an internal platform that accelerated advisor research workflows by 50% and established the governance framework for all future AI at the firm. I did it by partnering across data science, engineering, risk, and compliance — and by keeping the focus on outcomes, not technology for its own sake.
Since then I've continued building — AI agents, orchestration pipelines, mobile apps with voice AI, automated trading systems — because I believe the best product leaders don't just direct, they make things.
That combination — enterprise credibility plus hands-on builder instinct — is what I bring to every engagement.
"The best product leaders don't just direct — they make things. I've done both, at scale and from scratch."
Across enterprise deployments, AI agents, mobile apps, and automated workflows — here's a sample of how I think and what I make.
Led the firm's first AI deployment — an internal chatbot giving 7,000+ financial advisors instant access to market research, portfolio analytics, and client-approved content through a single natural language interface. Previously, advisors manually searched across multiple fragmented intranet portals.
What made it hard: Deploying AI inside one of the world's largest financial institutions meant navigating compliance, risk, data science, and engineering simultaneously — while keeping the advisor experience simple enough to actually drive adoption. I also established the governance framework that would guide all future AI at the firm.
Outside of client work, I build continuously — using real problems as the forcing function. These projects demonstrate how I think about AI orchestration, product design, and getting from idea to working system.
An agentic system that automates job search research, application tracking, and outreach — using LLM orchestration to surface relevant opportunities and draft personalized communications.
Shows how agentic AI can eliminate repetitive knowledge work at the individual or team level.
A personal AI operations layer that manages how models, agents, and workflows talk to each other. Built to explore the real challenges of orchestrating multiple AI systems reliably.
Reflects how I think about AI architecture — not just individual tools, but how they work together.
A personal reading intelligence system — summarizes articles from Substack, X, news sites, and long-form content before I decide whether to read them, then builds a fully searchable knowledge base of everything I've saved. Uses Discord as a frictionless input pipe and supports local AI via Ollama or cloud APIs, so the entire system can run free with full data privacy.
A replicable pattern for any organization that needs to triage, summarize, and search high volumes of unstructured content — from customer feedback to internal communications to competitive intelligence.
A cross-platform mobile journaling app built in Flutter, integrating OpenAI's Whisper for voice-to-text — taken from concept through App Store submission.
Demonstrates full product lifecycle thinking — UX, AI integration, mobile development, and distribution.
An automated trading system that processes real-time market signals and executes decisions based on configurable logic — with strong emphasis on failure modes and risk management.
Demonstrates quantitative thinking and the discipline to build AI tools where mistakes have real consequences.
I write about AI product strategy, building with LLMs, and lessons from deploying AI in the real world — for product leaders and operators who want to cut through the noise.
The governance, compliance, and adoption lessons that most AI articles skip over.
What happens when you use agentic AI to solve a deeply human problem.
A contrarian take on why narrow beats broad when it comes to AI adoption inside large organizations.
Whether you're exploring fractional product leadership, need an AI strategy partner, or want to talk through a specific challenge — I'm happy to connect. No pitch decks, no hard sells.