At Rockefeller Global Investment Bank, I engineered an agent workflow for the AstroNova take-private that condensed a three-week manual review of more than 2,300 diligence documents into two days. I also built a compliance review orchestrator with FINRA data retrieval that reduced document rework from 68 minutes to four, and pitched it to the C-suite for firm-wide deployment.
At AfterQuery, I documented 31 reproducible failure modes in AI financial reasoning and turned the findings into a task template used by more than 60 contributors. I’ve also worked on commercial financing at J.P. Morgan, Salesforce-native AI agents at GPTfy, and founded Turbo Detailers LLC; at Vanderbilt, I lead M&A research and use Python and Excel to analyze financial datasets.
