Advisor to companies building serious AI products

AI products that survive contact with real operations.

Dan White helps companies design and build tool-using AI systems, governed workflows, enterprise copilots, inference platforms, desktop applications, and production software for high-trust environments.

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800+Banks reached by trading systems Dan architected and built.
4M+OTC derivatives and fixed income trades executed through deployed systems.
2Financial technology companies founded and sold.
AIProduct design, MCP tools, inference, RAG, governance, and implementation.
LSE

Founder exit to London Stock Exchange Group after building global fixed income and credit derivatives platforms.

UBS

Architect and original programmer behind award-recognized Price Improvement Network systems.

TCW

Executive consultant to the Head of Fixed Income on trading, compliance, portfolio analytics, and process engineering.

CISSP

Security, governance, broker/dealer, ATS, and regulated systems experience built into the advisory model.

What Dan helps companies do

Build the AI layer between product ambition and production reality.

Most AI projects stall at the boundary between the model and the business system. Dan focuses on product shape, tool affordances, permissions, workflow state, backend integration, observability, and the human approval patterns needed for serious use.

AI strategy and product architecture

Roadmaps, product primitives, workflow redesign, executive advisory, build-versus-buy decisions, and prototype plans that can be defended by engineering and business teams.

AI advisory page

MCP and tool design

Tool schemas, permissions, audit trails, browser automation, desktop automation, service actions, and model-facing affordances that make agents useful and debuggable.

MCP and tool design

LLM inference and model operations

Hosted, local, and hybrid inference strategy with routing, metrics, request logging, latency analysis, context design, provider selection, and OpenAI-compatible APIs.

Inference advisory

RAG and knowledge systems

Document ingestion, embeddings, metadata, retrieval quality, citation discipline, enterprise search, policy copilots, and domain-specific research assistants.

Tauri and desktop AI applications

Local-first AI tools, secure workstation workflows, file-aware assistants, desktop-to-cloud integrations, and power-user applications for real operational work.

Desktop AI page

Regulated AI systems

Human-in-the-loop controls, RBAC/ABAC, tenant isolation, audit logging, prompt and tool versioning, model governance, privacy, and compliance-aware deployment.

Capital markets AI
Why this offering is different

Founder judgment plus hands-on engineering.

Dan has been the executive, founder, architect, original programmer, regulator-facing operator, and production support owner. That mix matters when a company wants AI to make changes, call tools, retrieve sensitive knowledge, or sit inside workflows people depend on.

  • AI product design grounded in real user workflows.
  • Backend and API design grounded in production engineering.
  • Tool and MCP design grounded in what models can actually use.
  • Governance grounded in regulated systems and operational risk.
  • Capital markets credibility for finance, asset management, trading, and compliance use cases.
1990s

Original software development team member for EBS Foreign Exchange; founder of Tradesoft Technologies.

2000s

Global CTO at Euro Brokers; founded InterDealer Trading Solutions.

2010s

Built and sold award-winning trading platforms used by global banks and acquired by London Stock Exchange Group.

2020s

Advisor, architect, and AI platform builder across asset management, ETF workflows, tool-calling systems, RAG, inference, and governed AI.

Engagement models

Useful at strategy level, architecture level, and code level.

Dan can operate as an advisor, fractional AI product architect, prototype lead, technical reviewer, or implementation partner for focused high-value work.

AI Strategy Intensive

A short executive and technical engagement to identify the best AI opportunities, risks, architecture, and implementation sequence.

  • Opportunity map.
  • Roadmap and architecture sketch.
  • Risk and governance notes.
  • Near-term and long-term plan.

Prototype and Architecture Sprint

A focused sprint to turn a promising idea into a credible working prototype and production plan.

  • Tool contracts and API design.
  • RAG, workflow, or inference prototype.
  • Evaluation and observability plan.
  • Implementation backlog.

AI Platform Advisory Retainer

Ongoing strategy, architecture review, product design, tool design, vendor review, and engineering guidance.

  • Executive and engineering alignment.
  • Model and provider decisions.
  • Governance and rollout review.
  • Architecture reviews as the system evolves.

Fractional AI Product Architect

Hands-on senior capacity for teams that need a builder-advisor before committing to a permanent AI platform team.

  • Product and workflow architecture.
  • Backend and tool implementation guidance.
  • Prototype leadership.
  • Technical decision support.
Dan White Professional Services

Bring senior AI product judgment to the table before the architecture hardens.

For companies building AI into products, operations, internal tools, capital markets workflows, or regulated enterprise systems.

Email Dan 805-422-1611