Open for inbound conversation
Samson Mak
AI AGENT ARCHITECT — TRANSITIONING FROM FINOPS INTO AGENT SYSTEM DESIGN

IPO audit foundation → TRON finance architecture → AI-native agent system design. Currently architecting personal and enterprise automation with Hermes Agent — a multi-model orchestration platform. Intelligent routing across Claude, ChatGPT, Qwen, Kimi, Grok, DeepSeek. Turning LLMs into production workflows: task routing, tool execution, human-in-the-loop approval, and autonomous operations at the application layer.

// PROFILE READOUT
Target role
AI Agent Architect
Core stack
Claude · ChatGPT · Qwen · Kimi · Grok · DeepSeek · Hermes Agent · Python · MCP
Base
Hong Kong · UTC+8
Differentiator
Financial-grade rigor for irreversible decisions
Audit Rigor Financial Systems Web3 Architecture Agent Orchestration AI-native Operations Custody Controls Human-in-the-Loop Audit Rigor Financial Systems Web3 Architecture Agent Orchestration AI-native Operations Custody Controls Human-in-the-Loop
7+
Years Experience
15
FTE Led
4
Chains
1
Agent OS
Learning Curve

Capability Stack / Layer 01–04

Each layer feeds the next.

LAYER 01
Financial Rigor

IPO-grade audit discipline, custody architecture, and compliance controls. Every action traceable, every exception documented. The foundation everything else rests on.

feeds into →
LAYER 02
Web3 Systems

Multi-chain operations across ETH, BTC, TRON, SOL. CEX wallet architecture (cold/warm/hot), on-chain forensics, DeFi settlement, custodian coordination.

feeds into →
LAYER 03
Process Automation

LLM-assisted payment review pipelines, human-in-the-loop approval logic, risk trigger design, quantifiable interception rates. Automation with an audit trail.

feeds into →
LAYER 04
Agent Architecture

Multi-agent orchestration, guardrail layer design, tool execution safety, structured human checkpoints. Systems designed for irreversible decisions.

→ CURRENT FOCUS

System Literacy / Agent Design

Where finance and agents meet.

Intent / Task
Model Router
Intelligent Dispatch
Tool Execution
Human Checkpoint
Audit Log
What financial background brings to agent design

Irreversibility thinking — every on-chain payment is permanent; agent tool calls must be designed with the same discipline

Audit trail culture — every action logged, every exception documented, every decision traceable to a human approver

Multi-party coordination — custodian, compliance, and legal handoffs map directly to multi-agent tool call boundaries

Custody Controls Human-in-the-loop Audit Trail Exception Handling
Current technical focus

Multi-model intelligent routing — Claude, ChatGPT, Qwen, Kimi, Grok, DeepSeek — task-tiered dispatch with cost-performance optimization across reasoning, coding, and orchestration workloads

AI application layer architecture — turning LLM capabilities into production-grade workflows: task routing, tool execution, human-in-the-loop approval, autonomous operations

Enterprise automation — from personal AI assistant to company-wide automated pipelines spanning financial review, cross-department coordination, and knowledge management

Multi-Model Routing Hermes Agent MCP Python Enterprise Automation AI Application Layer

Experience / 5 Chapters

Full journey.

Progression from financial execution to architecture ownership, with increasing responsibility at each layer. Each chapter compound-adds to the next.

5
CONCURRENT FOCUS Agent Infrastructure
Independent · Personal Platform
2025 -- Present
Agent Infrastructure Architect
Multi-agent orchestration · Safety design · Autonomous operations

Multi-agent orchestration with role-based dispatch -- separate agent types for planning, execution, and review, each with isolated context and bounded tool access.

Deterministic supervisor layer -- every agent action passes through pre-flight validation (budget check, scope gate, safety guardrail) before execution, with structured error handling and no silent fallbacks.

Three-tier human-in-the-loop approval system -- auto-pass for low-risk, review-required for medium-risk, hard-approval for irreversible actions, routed via Telegram inline UI.

Knowledge plane integration -- structured decision logging cross-referenced in a personal knowledge vault; every outcome traceable to a decision record.

Autonomous operation loops -- scheduled background research, token-cost monitoring, and system health checks running on cron with alerting.

Cost-aware model routing -- tasks dispatched to the optimal LLM provider and model based on complexity, budget, and capability.

1
CURRENT CHAPTER Architecture & AI-native Ops
TRON Foundation
Apr 2023 – Present
FinOps & Strategy Lead
Architecture specialist · Individual contributor · BUILDER / SWEEPER / GROWER

Improved group-wide financial operations through automation, data restructuring, and process redesign.

Integrated AI Agent concepts into payment review workflows with human-in-the-loop approval logic.

Restructured financial data architecture for multi-chain ledger consistency.

Coordinated parallel cross-functional initiatives across Finance, Tech, Compliance, Legal.

Prepared financial architecture diagnostics and decision materials for senior management.

Supported throughput growth through workflow redesign and resource optimization.

wBTC Mint & Redeem
End-to-end settlement protocol with custodian coordination and on-chain burn logic.
DeFi Settlement
AI Agent Approval Flow
LLM-assisted payment review with measurable risk interception rate.
AI-native Ops
Group Data Architecture
Restructured multi-chain ledger data for consistency and reporting.
Data Strategy
Finance Operation Lead
Operations management · 15 FTE · BUILDER / SWEEPER

Led 15-FTE multi-functional team (AP/AR, Operations, Treasury, Liquidity, Financial Reporting).

Owned end-to-end workflows for Blockchain, DeFi, and Custody verticals.

Managed CEX warm-wallet daily flow, multi-chain cash flow planning, and liquidity allocation.

Built Poloniex P&L reporting framework and settled DeFi investment yield to general ledger.

Designed market-making team master/sub-account architecture with API isolation and position boundaries.

Represented finance on exchange compliance queries; on-chain forensics to Legal & Compliance.

HTX & Poloniex Wallet Architecture
Cold/warm/hot three-tier wallet design with signing policy and withdrawal thresholds.
Custody
Market-making Account Framework
Sub-account stratification with PnL attribution and margin boundaries.
MM Ops
On-chain Forensics
Technical opinion documents for Compliance & Legal as evidentiary input.
Forensics
Poloniex P&L Reconstruction
Finance / Tech / Compliance program to rebuild multi-period exchange P&L.
Cross-functional
Payment Specialist
Execution

Executed group-wide multi-chain payments across ETH, BTC, TRON, SOL and cross-chain bridges.

Performed DEX token swap operations and cross-chain asset transfers for treasury needs.

4-dimension pre-flight validation: address, amount, network, memo.

Monitored on-chain broadcast and TxID confirmation; real-time anomaly escalation.

2
Cross-system coordination
M Digital Partners
Jul 2022 – Mar 2023
Project Management Executive
ERM · VR/AR · Web development · NFT

Led development management of enterprise ERM system from requirements gathering to delivery.

Managed VR/AR and web-based project development — virtual tours, mini-games, interactive experiences.

Liaison between production and clients — translated demand into delivery roadmaps.

End-to-end management of NFT and Metaverse projects: artwork, production, community.

3
Rigor foundation
Elegance Financial Communication
Dec 2021 – Jul 2022
Assistant Project Management Manager
IPO filing · Cross-functional

Managed IPO projects end-to-end ensuring on-time filing — SEC Edgar & HKEX Form A1/5A.

Led cross-functional teams across professional parties; ensured effective stakeholder communication.

Monitored project progress, identified risks, and implemented mitigation strategies.

4
Audit & compliance origin
Mazars CPA Limited
Mar 2019 – Dec 2021
IPO Audit Senior
Audit · Due diligence · Regulatory

Planned and executed multi-industry audit and review engagements.

Drafted and reviewed prospectuses, annual reports, earnings announcements.

Executed special audits and annual audit due diligence across sectors.

Drafted and discussed regulatory responses to HKEX and SFC inquiries.

"

I don't just build agents. I build agents that can be trusted with irreversible decisions.

From a payment specialist who has executed hundreds of irreversible on-chain transactions

Capabilities / 7 Modules

What I bring.

Focused expertise at the intersection of financial control, Web3 execution, risk awareness, and practical automation.

01
Institutional Custody Architecture

Cold/warm/hot wallet design, wBTC Mint/Redeem protocol, custodian coordination, exception handling.

02
AI-assisted Finance Automation

LLM Agent in payment approval pipelines, human-in-the-loop risk triggers, quantifiable interception rate.

03
On-chain Forensics & Compliance

Technical opinion documents for Legal & Compliance casework, exchange query resolution.

04
Cross-functional Program Delivery

Group-level multi-department parallel projects, governance frameworks, auditable deliverables.

05
IPO Audit & Regulatory Filing

HKEX & SFC compliance, prospectus drafting, due diligence, response letters.

06
Executive Reporting

Direct delivery to C-suite, data-driven, outcome metrics and risk assessment only.

07
Agent Infrastructure Architecture

Role-based multi-agent orchestration with deterministic execution control, three-tier human-in-the-loop approval gates, pre-flight validation guardrails, structured decision logging, autonomous cron operations, and cost-aware LLM routing.

Philosophy / 5 Principles

How I operate.

01

Resource Maximization

Scale throughput without headcount. Skills reshuffling and role redesign unlock latent capacity.

"Zero headcount, doubled output."

02

Automation as Hedge

Strip manually-stitched workflows. Scripts seal off human-error risk and deliver closed-loop systems.

"Humans tire. Code doesn't."

03

Management Decoupling

Delegate decision rights to team leads through standardized process and clear authorization.

"Decentralization is real resilience."

04

Contribution over Title

Define value by how you contribute, not what you're called. Builder constructs scalable infrastructure. Sweeper removes friction. Grower drives PMF. One person spans all three.

"A title describes your reporting line. Your archetype describes your impact."

05

Infrastructure Over Tooling

Build systems that outlast individual tools. The agent framework persists beyond any single LLM provider or API. Invest in architecture, not point solutions.

"The framework outlasts the tool."

Education & Skills

Foundation.

University

Hong Kong Metropolitan University

Bachelor of Business Administration

Languages

Cantonese (native) · English (professional) · Mandarin (professional)

Multi-Model OrchestrationAgent Safety ArchitectureHITL System DesignDeterministic Automation LLM Routing & Cost OptimizationKnowledge Management SystemsWeb3 FinOpsOn-chain Analytics Custody ArchitectureIPO CompliancePythonTypeScript MCP IntegrationEnterprise AutomationAI Application LayerExecutive Reporting
Reading
Fitness
Swimming

Contact / 4 Channels · 2026

Let's talk.

Open to AI Agent Architecture, senior FinOps, Strategy, and Web3 financial architecture roles. One substantive conversation beats ten courtesy introductions.

Open for inbound
01
Email
samsonmak2021@gmail.com
02
LinkedIn
samson-mak-9bb6a7129
03
WhatsApp
+852 6427 9419
04
WeChat
mcn003