
6+
Years in institutional finance
Goldman, Carlyle, T. Rowe
$580M
Entity migration managed
Goldman Sachs, 2024
60%
Review cycle reduction
AI deployment, GBM
30 days
CFTC framework delivered
10 departments
CFTC framework across 10 departments in 30 days. $580M entity migration across 31 trading desks. Claude-based AI tool cutting review cycles by 60%.
Built Salesforce CRM for all EMEA funds from scratch. Redesigned investor onboarding adopted as global standard.
Trade settlement, position reconciliation, and operational coordination across global investment platforms.
Special Projects
Three platforms in active development. Detailed case studies available to authorized stakeholders only.
Goldman-caliber rigor applied to transformation programs that ship on time and at scale.