Claude AI Workflow Deployment
Designed and deployed a Claude-based AI workflow tool to 60 team members across Global Banking and Markets. Restructured document review pipelines, cutting cycle times by 60 percent and eliminating a full category of manual processing.
$580M Entity Migration
Led a $580M entity migration across 31 trading desks. Coordinated across legal, risk, technology, and operations. Zero disruption to active positions. Delivered on schedule across a compressed timeline.
CFTC Regulatory Governance Framework
Built a CFTC regulatory governance framework across 10 departments in under 30 days. Set precedent for compliance velocity inside Global Banking and Markets. Became the reference standard for subsequent regulatory programs.
Salesforce CRM, EMEA Funds
Built Salesforce CRM from scratch for all Carlyle EMEA private equity funds. Architected data models, automated investor workflows, and trained the team. Architecture subsequently adopted as the global standard across all fund families.
Investor Onboarding Redesign
Redesigned investor onboarding across approximately 27 annual transactions. Eliminated redundant touchpoints. Built structured data-capture flows. Reduced time-to-close. Adopted as global standard across Carlyle fund families.
Central Operations Foundation
Trade settlement, position reconciliation, and operational coordination across global investment platforms. Built the analytical and operational rigor that underpins every program since.