Financial Services Consultation

Secure Financial Technology That Meets Every Regulatory Requirement

Digital transformation and AI integration for financial services firms that can't afford compliance failures.

Regulatory Compliance Is Slowing Your Innovation

Regulatory compliance (PCI DSS, SOX, etc.)
Fraud detection and prevention
Legacy core banking systems
API security for fintech integrations

Compliant Financial Technology That Accelerates Growth

PCI DSS, SOX, and regulatory compliance expertise
Secure AI enablement with governance and access controls
Secure fintech integration capabilities
Risk management and audit readiness

Why this fits Financial Services work

PCI DSS, SOX, and regulatory compliance expertise

Secure AI enablement with governance and access controls

Secure fintech integration capabilities

Risk management and audit readiness

Relevant projects

Same delivery record, reordered for financial services priorities and constraints

Privileged Access Management (PAM) Jump Server

Spearheaded the evaluation and deployment of a secure jump server by building a proof-of-concept with Apache Guacamole when the corporate-standard Cisco ISE solution was deemed too complex and costly.

Client: Luxottica

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AI Gateway (Light LLM Proxy)

Developed a secure, centralized internal AI gateway (LiteLLM proxy) on the KC Enterprise production stack that manages AI queries across corporate Azure APIM deployments and on-prem Ollama upstreams, provides native pre-call guardrails and Skill Hub adoption, cost tracking, rate limiting, Prometheus metrics, and OIDC Admin SSO via Keycloak.

Client: Luxottica

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Open Web UI (Lux GPT) - Secure Internal AI Platform

Designed and implemented Open WebUI (Lux GPT) on the KC Enterprise platform—a secure internal AI conversational front end with LDAP authentication (enterprise OIDC cutover path), Postgres-backed persistence, LiteLLM-only chat and RAG routing, Open Terminal (sandboxed engineering terminal in Lux GPT), response watermarking, and custom MCP tools for real-time infrastructure management.

Client: Luxottica

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Relevant background

Roles that anchor this sector context, including regulated operational support and privacy-aware delivery.

Luxottica

System Administrator

Connecticut Children's

Information Technology Support Analyst

Case snapshots

Privileged Access Management

Secure jump server implementation meeting audit requirements

Results:

Audit-oriented privileged access controls, secure sessions, and session recording

AI Security Gateway

Secure AI endpoint with custom guardrails and compliance tracking

Results:

Compliant AI usage, cost optimization, security enforcement

Identity and Data Resilience Controls

Client IAM, edge observability, and backup-management patterns aligned to auditability and operational continuity

Results:

Stronger traceability, access consistency, and recovery readiness for regulated environments

Outcomes I optimize for

Audit-oriented controls and traceability

Security-conscious delivery

Cost-aware AI usage

Fraud-aware monitoring patterns where applicable

Related insights

Learn more about financial services modernization, governance, and delivery tradeoffs

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Free Strategy Session

Value: $2,500

Get a 60-minute strategy session to identify your biggest digital transformation opportunities and create a roadmap for success.

What's included

Current state assessment
Pain point identification
Opportunity analysis
High-level roadmap
Next steps recommendation

Duration: 60 minutes

Format: Video Call

Limited spots available this month

Request a Financial Services strategy session

Fill out the form below to book your free strategy session tailored for financial services firms. I'll review your submission and respond within 24 hours on business days.

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Track record

Highlights I discuss when scoping engagements—see projects and writing for detail.

12+ years enterprise experience

Many delivered initiatives across cloud, security, and AI

Multiple industries: retail, healthcare-adjacent, nonprofit, and more

Compliance-aware architecture and documentation

Reliability-focused design patterns