I architect AI-driven automation for private-markets operations — turning manual, high-risk financial workflows into straight-through processing engines.
21 years across global investment banks and top-tier PE firms. Vendor, extend, or build — whichever the problem actually warrants.
Engineered wire automation at a top PE firm — 0% to 99%+ straight-through processing, with 99.9% of transactions instructed via SWIFT, replacing a multi-million-dollar vendor tool on existing infrastructure. Recognized in the Adam Smith Awards 2024 (Highly Commended, Top Treasury Team). Read the article ↗
One of the few practitioners building and extending LemonEdge at depth: fund accounting automation across open- and closed-ended funds, European and American waterfalls, SPVs, and CLOs.
Building Claude-powered agents that read fund inception documents and automate LemonEdge onboarding — eliminating weeks of manual setup per fund launch.
I've spent 21 years in banking and financial services — Goldman Sachs, Citigroup, BNY Mellon, PNC, and most recently a top PE firm — operating at the intersection of deep domain expertise and emerging technology. I'm not a traditional business analyst: I'm the person who sees the full stack — the business problem, the vendor landscape, the data architecture, and the automation path. I work best with PE firms, fund administrators, and fintech platforms that need someone to evaluate the full vendor/extend/build spectrum and recommend the architecturally correct answer. I'm based in Pittsburgh, work remotely with teams anywhere, and build production-grade systems on my own infrastructure for the joy of it — see the projects.
Every problem gets evaluated on its merits — vendor, extend, or build. The wire platform was an in-house extension because that situation warranted it; elsewhere I've recommended vendors and meant it. What stays constant: minimum viable, elegant solutions on infrastructure you already own — and a number that answers "what changed because I was here."