About
Operator. Banker.
Builder.
Co-Founder & President, Auditrol, AI-powered risk intelligence for banks & credit unions.
I spent 25 years in M&A and capital markets at Wells Fargo and Bank of America, and saw firsthand how banks struggle to operationalize risk governance at scale. That experience became the foundation for Auditrol, where I serve as Co-Founder & President, helping banks and credit unions navigate AI governance, model risk (SR 26-2), and data risk at enterprise scale.
I am also Founder and Managing Partner of CBCS Capital, a Charlotte-based merchant bank, and a Senior Advisor to Lucid Bots after more than three years as its CFO & EVP of Operations.
- AI Governance
- Model Risk · SR 26-2
- Data Governance
- Audit Automation
- M&A & Capital Markets
- 25 yrs M&A and capital markets at Wells Fargo & Bank of America
- $2MM→$10MM+ Revenue scaled at Lucid Bots as CFO & EVP of Operations
- $20MM Series B completed at Lucid Bots, Q1 2026
Experience
Most recent first
-
Auditrol
Current Jan 2024 – Present
Co-founded Auditrol to modernize risk management and compliance for financial institutions using agentic AI. Leading revenue growth, strategic partnerships, and go-to-market execution.
- President & Co-Founder
-
Lucid Bots
Current Feb 2023 – Present
As CFO & EVP of Operations, helped scale the business from under $2MM to over $10MM in revenue and completed multiple capital raises, including a $20MM Series B in Q1 2026.
- Senior Advisor, Corporate Development & Strategic Initiatives Working closely with the Founder & CEO and the Board of Directors.
- Chief Financial Officer & EVP of Operations
-
CBCS Capital
Current 2021 – Present
Charlotte-based merchant bank providing M&A advisory, strategic planning, and corporate finance for privately owned companies, alongside strategic majority and minority investments.
- Founder & Managing Partner
-
Wells Fargo Securities
Regional Investment Banking
2005 – Jan 2021
M&A and capital markets, rising to Managing Director in the Regional Investment Banking Group.
- Managing Director
- Director
- Vice President
-
Bank of America
1999 – 2005
Began a career in M&A and capital markets.
- Associate
- Analyst
Education
Virginia Tech
Virginia Polytechnic Institute and State University
Bachelor of Science, Finance · 1995 – 1999
Longer-form notes live on the papers page.