Ai Enablement Consultant - Claude Certified Architect
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Twenty years in corporate finance (UBS, Merrill Lynch), including running a team of 11 with P&L responsibility for a $50 billion loan book.
Then 15+ years building and running my own businesses: 100+ real estate deals, a boutique hotel in Texas Wine Country, and service companies where wasted time bleeds straight from the bottom line. I've lived the manual chaos and the operational cracks firsthand.
I now own an Ai and Automation consulting and training company called Shift Smart Ai. I combine my deep business experience with current Ai and automation strategies to help business owners grow and scale.
Shift Smart AI - 2024- present
Founder, Shift Smart AI (shiftsmartai.com)
Founded an AI training and implementation firm helping small and mid-sized business owners adopt AI, automation, and lead-generation systems that drive measurable revenue and efficiency. Design and deliver live and virtual training programs that translate complex technical concepts into practical, engaging sessions for non-technical audiences. Led a global cohort of 25–30
professionals across the US, Australia, New Zealand, and Asia to prepare for
Anthropic's Claude Certified Architect exam, building a custom flashcard and progress-tracking system to make dense technical material learnable. Member of
Anthropic's Claude Partner Network, delivering AI audits and agentic implementations for business owners and enterprise teams. Creator of SpyGlass,
an AI-powered lead intelligence platform that identifies high-intent prospects from search and website behavior.
Real Estate Investor 2010-present
Involved in over 100 transactions involving residential and commercial real estate. Renovation projects, land development, subject to, wraps and more.
I teach Continuing Education for the Texas Real Estate Commission since 2020
Claude Certified Architect Certification - Anthropics technical certification ensuring I can build agentic systems.
Univ of Texas at Austin - BBA, Accounting
University of Chicago, Booth Graduate School of Business - MBA
