Strategy
Clarify the problem you’re actually solving — operating model, platform bets, and where technology should (and shouldn’t) lead — before solutions get locked in.
Independent consulting
Where strategy, digital,
and technology intersect
I help leaders connect commercial goals to engineering reality — from operating model design and platform strategy to hands-on delivery when the work needs both sides of the house.
The gap I close
From business intent to buildable reality
Most engagements don’t fail because teams lack ambition — they fail because business goals, vendor pitch decks, and actual engineering work never get translated into the same language. I help leaders move from strategy and priorities through decomposition and architecture — and cut through AI hype where it matters.
Priorities & roadmap
Sequence the bets, name the tradeoffs, and land an accountable roadmap your leadership team can rally around — not a backlog nobody owns.
Technical decomposition
Break “we need AI” or “we need a platform” into scoped capabilities, integrations, data flows, and ownership — before anyone writes code or signs a vendor contract.
Requirements → architecture
Turn business requirements into solution shapes your teams (or vendors) can estimate, build, and operate — not slide-deck architecture.
Applied AI, demystified
An LLM generating text is not an agent making dinner reservations. Real agents need tools, APIs, auth, and guardrails you still have to design and build. I help executives see what’s real, what’s hype, and what it takes to ship.
Breadth
Across the full arc of the work
Each engagement starts with translation and decomposition — then lands in one or more of these areas. Management consulting, digital product, and technical delivery — scoped to what you actually need, not a one-size template.
AI & applied data
AI opportunity assessment, RAG-enabled platforms, and data pipelines — scoped to business outcomes, not proof-of-concept theater, including when “agents” really mean tools you must build.
Digital & product
Platform strategy, API ecosystems, and digital product delivery across regulated industries — wealth management, banking, and health & benefits.
Technology & integration
Solution architecture, system design, and post-merger integration — plus hands-on engineering when assessments need to become working software.
Strategy & operating models
IT strategy, org design, process improvement, and commercial prioritization — from framing the problem to an accountable roadmap your teams can execute.
Depth
Strategy through execution, direct engagement
Core Intersect is the consulting practice of Intersect Advisory LLC — independent consulting at the intersection of management consulting, digital transformation, and technical delivery. You work directly with a seasoned operator — not a partner who delegates to a junior bench.
My background spans McKinsey, global financial institutions, and venture-backed AI — from operating model redesigns and large-scale strategic plans to architecting production platforms and leading integrations from zero. Earlier career roots in hands-on systems consulting round out the picture: strategy that respects what it takes to build and run.
Engagements are tailored: fractional leadership embedded with your team, focused consultation sessions, a prototype to de-risk a bet, or hands-on delivery through launch.
Let’s talk about what you need help with
Strategy stuck on a slide deck? Platform bet that needs a second opinion? Need fractional leadership — CTO, product, or transformation — without a full-time hire? Want a focused working session before you commit to a larger engagement? Tell me where you are — I’ll reply within a business day.