Solutions Engineering Leader · Financial Services & Insurance · Applied AI & Enterprise SaaS
Enterprise presales and GTM leader who has influenced, supported and originated $30M+ in enterprise revenue at Salesforce and Mphasis Silverline - specializing in complex multi-cloud architectures, technical deal strategy and player-coach team leadership.
Institutions served Identities withheld
$30M+
Enterprise revenue influenced, supported and originated across U.S. and U.K. markets
$18.7M+
Influenced and supported across 70+ opportunities in the first 14 months at Salesforce
£5.9M+
Influenced and supported on a nine-month London and EMEA rotation
$6.3M
Originated in first-year practice revenue, carrying a $3.4M quota
12+ years in regulated financial services14,000+ daily users on the agency sales and marketing platform built at New York Life
01 - Profile
I am a Solutions Engineering and Consulting Leader with just under 13 years of experience shaping enterprise SaaS platforms for life, annuity, P&C, and alternative-investment businesses across U.S. and U.K. markets. Having sat in every seat at the enterprise software table - implementer at Deloitte, carrier-side architecture lead at New York Life, Principal Solutions Engineer at Salesforce, and practice-building Director at Mphasis - I know what implementers can deliver, what carriers will adopt, and what vendors can actually prove.
My consulting-led motion focuses on complex, regulated environments. I run disciplined discovery, shape the commercial and technical case, and stay accountable through integration. This approach has influenced, supported, and originated over $30M in enterprise revenue - including $18.7M+ across 70+ opportunities in my first fourteen months at Salesforce, a further £5.9M+ on a nine-month London rotation in 2022-23, and $6.3M in first-year practice revenue at Mphasis Silverline while carrying a $3.4M quota.
My domain depth runs through the insurance core - policy administration, new business and underwriting, rating and quoting, servicing, billing and claims - across life & annuities, retirement, group benefits and P&C distribution, and into private-markets GP/LP operations, capital formation, and clearing & custody. I ground applied AI at the orchestration layer: agentic design, data readiness, and the industry data standards - ACORD and FIBO - that let business meaning be defined once.
02 - Career arc
Few practitioners have built, bought, sold and delivered the same class of platform. Each seat exposes a different constraint: what implementers can deliver, what carriers will adopt, what vendors can prove, and what partners can sustain.
Implementer
Deloitte Digital 2013 - 2019
Built CRM and modernization programs in regulated industries, and the firm’s early insurance industry-platform capability.
Buyer
New York Life 2019 - 2021
Led the ground-up platform build from the carrier side: a 900-user service organization and an agency sales organization of 14,000+ daily users.
Vendor
Salesforce 2021 - 2024
Principal solutions engineer for insurance and financial services across U.S., U.K. and European accounts.
Services partner
Mphasis Silverline 2024 - 2025
Director who co-led the insurance practice, stood up capital markets, and sold then delivered the work.
Point of view
Control is not friction. In a regulated enterprise, control is the product.
AI makes capability cheap. What regulated firms still pay for is permission - identity, audit, revocation and a cost they can forecast. That is where the value settles.
The Constraint Premium03 - Core competencies
Presales and solutions engineering leadership, the financial-services domains behind it, and the stack it is delivered on. Each line corresponds to a role, program or pursuit on the record.
04 - Case studies & enterprise wins
Anonymized case studies from carrier, vendor and partner seats - each pairs a structural decision with the outcome it produced - alongside the enterprise pursuit record.
Fortune-100 life & annuities carrier
Seven systems of record composed into the policy view opened on nearly every service call - and a profiling exercise showing only 10 of 81 overview fields needed real-time retrieval.
Capital marketsAlternative-investments arm of a U.S. life & retirement carrier
An end-to-end capital-lifecycle platform - marketing, fundraising and capital formation, execution - carried from pursuit through go-live with zero client escalations.
P&C distributionMulti-carrier quoting for brokers and agents
A software partnership taken from licensing and integration to a working multi-carrier quoting prototype, demonstrated across the vendor’s insurance customer base.
05 - Research & writing
Why the machines will do the work, and someone else will collect the rent.
Capability is getting cheap; permission is not. The thesis argues that as AI agents take on enterprise work, durable value accrues to the governed layer that decides what an agent may do, under whose authority, and with what evidence left behind - and it proposes two metrics for the context cost that agentic systems currently leave unattributed.
Writing in progress
All publicationsThe Constraint Premium
Business book proposal · International prize for emerging business authors
The semantic layer as control point
Feature article · Peer-reviewed software-engineering publication
Agents do the work; enterprise software keeps the rent
Viewpoint · Computing practitioners’ journal
What dominates the bill of an agentic system
Practice article · Practitioner journal
Hiring conversations
For enterprise software companies, consultancies and financial institutions building solutions engineering, presales and solution architecture teams - in insurance, capital markets and applied AI.