Who Am I?

I’m a former Wall Street finance professional turned AI product strategist and writer. I spent my entire career in investment banks and private equity firms, gaining firsthand insight into how the industry works. Now I’m figuring out where it's headed.

The Bull & The Bot is where I document what I discover as I dive into AI developments and its impact on finance and beyond. I publish posts featuring original thought leadership, research analysis, and hands-on experimentation as I explore adoption trends, analyze AI tooling and model behavior, and synthesize insights to surface AI failure patterns and propose solutions that improve alignment, trust, and user experience.

I write under two distinct series:

o The Bull Series — AI x Finance: Analyze AI’s impact on financial services, with a focus on enterprise adoption, resistance dynamics, and product-level evaluations of AI-powered financial tools.

o The Bot Series — AI x Everything Else: Share personal AI learning journey and reflections on AI landscape developments beyond the finance domain.

Subscribe and join me on this learning journey. Welcome to the intersection of finance, AI, and product strategy!

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Former Wall Street finance professional exploring AI in finance and beyond. I write under two series: The Bull Series (AI’s impact on financial services) and The Bot Series (my personal journey into learning AI).

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Former Wall Street professional writing two series: The Bull Series (AI’s impact on financial services) and The Bot Series (my personal journey into learning AI).