Dr. George Katakalos · IT Director · Athens, Greece

I run IT for a regulated investment firm, and I make AI do real work in it.

For more than 13 years I've owned the full stack at HellasFin: infrastructure, Microsoft 365 and security, ISO 27001 compliance, and the in-house platform the business runs on. Lately, that includes putting AI into everyday operations.

Leading IT since
2013
Team
5 people · 34 users
Locations
3 offices + Switzerland
Education
PhD, Sheffield

01

About

I lead IT for HellasFin, an investment advisory and wealth-management group with offices in Thessaloniki, Athens and Heraklion and a Swiss subsidiary. I report to the CEO and COO and lead a team of five: three developers, a management assistant and an IT support specialist who also covers product governance.

My work sits where three things meet: dependable infrastructure, provable security, and software that fits how a financial firm actually operates. For the past two years I have been applying AI to all three, from automating routine tasks to analysing our external perimeter and changing how our team builds software.

Before HellasFin I ran my own consultancy, built systems for university hospitals and research labs, and taught computer security at university level. I hold a PhD from the University of Sheffield and an MSc from Heriot-Watt University.

Security & compliance

ISO 27001, identity, evidence

Leading the ISO/IEC 27001:2022 programme. Entra ID with Conditional Access, FIDO2 hardware keys, incident investigation and monitoring that produces a record, not just a dashboard.

Infrastructure

Reliable, recoverable, lean

Windows Server, Hyper-V and VMware, site-to-site VPN across offices, Microsoft 365, and immutable offsite backup to Azure, sized for a firm of our scale.

AI in operations

Automation that earns its keep

AI-analysed Cloudflare monitoring, AI-assisted software development, and a private local assistant. Practical, measured, and safe for regulated data.

02

Experience

  1. 2013 — present

    IT Director

    HellasFin, investment advisory & wealth management · Thessaloniki / Athens

    • Leading the ISO/IEC 27001:2022 implementation; hardened Microsoft Entra ID and rolled out FIDO2/PIV hardware keys.
    • Migrated from SBS 2003 to Windows Server and Office 365; run a Hyper-V and VMware estate on Dell PowerEdge.
    • Built immutable offsite backup for production VMs to Azure Blob Storage.
    • Direct in-house development of ISP, our investment platform (C#/.NET, SQL Server, REST API for the mobile apps).
    • Two years of AI-driven automation, including AI-analysed Cloudflare monitoring of all our websites, portals and APIs.
  2. 2008 — 2015

    Founder & Principal Consultant

    ISTConsultants · Thessaloniki

    • Web-based lab system linking oncology labs in Thessaloniki, Ioannina and Athens with three hospitals.
    • IT support, VPN and FTP infrastructure for university clinics and the Hellenic Cooperative Oncology Group.
  3. 2000 — 2008

    Earlier roles

    Developer, administrator and lecturer

    • Course instructor in Computer Security, New York College (2005–2008).
    • Programme manager and conference-platform developer for WONCA Europe 2005, ELEGEIA.
    • Website administrator, South-East European Research Centre; lab administrator, CITY College.

03

Selected projects

Work I designed or directed. Company systems are described at a high level only.

ISP, Investment Services Platform

C# · .NET · SQL Server · REST API

The firm's core platform, covering contracts, portfolios, trading, billing, custody and regulatory reporting. Includes a Corporate Actions module for 16 event types and an audit-trail module across every part of the system.

AI-Agents framework

Claude Code skills · PowerShell · Python

A shared library of AI agent skills for planning, implementing, verifying and reviewing code. It enabled a colleague with no programming background to deliver complex features.

Cloudflare Security Monitoring Suite

PowerShell 7 · SQL Server · Cloudflare API · Claude API

Long-term security history, rule-change tracking and a weekly AI briefing for three websites, all on Cloudflare's free plan.

GeorgeAI, a private local assistant

Python · Ollama · Qwen 27B · Qdrant · Mem0

A bilingual assistant that runs fully offline on a laptop, with long-term memory, hybrid search, Microsoft 365 administration and security-audit tooling.

04

Education & research

Degrees

  • PhD, eLearning & Multicultural Communication
    University of Sheffield, SEERC · 2003–2010
  • MSc, Distributed Multimedia & Information Systems
    Heriot-Watt University, Edinburgh · 2000–2001
  • BSc (Hons), Computer Science
    CITY College, University of Sheffield · 1997–2000

Selected publications

  • Addressing multiculturalism for e-learning in higher education environments: a view of South East Europe. IADIS MCCSIS, 2011.
  • Conflicts arising from communication, collaboration and cooperation of students in multicultural groups engaged in e-learning activities. EDEN Annual Conference, Lisbon, 2008.
  • Multiculturalism for e-learning in post-Bologna higher education environments. EDEN Annual Conference, Lisbon, 2008.
  • Current state of the Greek higher education system: the challenges ahead. International Learning Conference, 2006.

05

Contact

I'm always glad to talk about IT leadership, security and practical AI in financial services. LinkedIn is the best way to reach me. I work in Greek and English.