Dennis González

AI strategy and product,
from the trading desk forward.

Twenty years building data and analytics products in financial services, most recently in AI. I build what I ship.

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I started on the trading desk at CSFB, Socimer, and CIBC before moving into technology.

That path matters. Most program and product managers running teams in financial services came from engineering or consulting. I came from the desk. I understand what investment bankers, traders, and portfolio managers actually need from the tools being built for them.

Over the past two decades I've managed data and analytics product delivery, platform transformations, and regulatory tech programs at FactSet, Morgan Stanley, and Deutsche Asset Management, among others. I'm currently engaged with a leading global PE firm building tools and agents that compound across the program portfolio.

This site is where I keep my writing, speaking history, and thinking on AI in financial services.

Selected outcomes

250K → 3.7M entities

FactSet, Entity Intelligence. Four years leading AI strategy and product for private-markets data: coverage scaled roughly fifteenfold, model accuracy from 20% to 80%.

30,000 entries → one 7-step workflow

Morgan Stanley, CCAR. Disparate risk entries consolidated into one auditable workflow on a regulatory clock; Review & Challenge admin cut from 127 to 71 hours.

70% lower cost

Deutsche Asset Management, State Street partnership. Several hundred front-office reports replaced with a cloud workflow at 70% lower cost for 150 users.

From the notes
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A few good conversations a year, outside the current work.

How an engagement goes →
Find me here