
6+
Years in institutional finance
$580M
Migration managed
60%
Cycle time reduced
27
Annual transactions
3
AI platforms building
The story
I started at T. Rowe Price. One of the largest active asset managers in the world. I learned what rigorous financial operations actually look like at scale. That foundation never left.
At The Carlyle Group, I moved into private equity fund operations. I built the EMEA Salesforce CRM from scratch. I redesigned the investor onboarding workflow. It became the global standard. Twenty-seven transactions a year teaches you to operate without margin for error.
Goldman Sachs is where the scale changed entirely. CFTC regulatory frameworks across ten departments in thirty days. A $580M entity migration across thirty-one trading desks. And the work I am most proud of. Deploying a Claude-based AI workflow tool to sixty team members in Global Banking and Markets. Cutting review-cycle times by sixty percent.
That deployment proved the thesis I had been building toward. AI is not a feature. It is infrastructure. Not a demo for a committee. A tool that goes into production on Monday and makes the team faster by Thursday.
In parallel, I am building three AI-native platforms under a single holding company. A hiring pre-screening platform. A renter-to-apartment matching product. A freelance task marketplace. Each attacks a market where current solutions are a decade behind the problem.
Operating principles
A framework that works beats a presentation that dazzles. Outcomes over optics.
The 30-day CFTC framework was fast because the thinking was done upfront. Not because corners were cut.
The best programs do not require the person who built them. Designed for institutional durability.
Not a demo. Not a pilot. AI tools that go into production and get used daily.
Career timeline
Nov 2023 — Present
Goldman Sachs
Senior Associate, Global Banking and Markets Transformation
Leading enterprise-scale transformation inside Global Banking and Markets. CFTC regulatory frameworks delivered in 30 days. A $580M entity migration across 31 trading desks. A Claude-based AI workflow tool deployed to 60 team members. Review cycles cut by 60 percent.
Jun 2021 — Nov 2023
The Carlyle Group
Associate, EMEA Fund Operations
Built Salesforce CRM for all EMEA private equity funds from scratch. Redesigned investor onboarding adopted as the global standard. Operated across approximately 27 annual transactions.
Oct 2019 — Jun 2021
T. Rowe Price
Analyst, Central Operations
Foundation in institutional operations. Trade settlement, position reconciliation, and operational coordination across global investment platforms. The discipline that underpins every role since.
Aug 2016 — May 2020
Morgan State University
B.S. Finance
Capital markets, financial theory, and quantitative analysis. The foundation for institutional finance.