Founder of WorkWise Solutions. I build custom AI systems exclusively for private equity, venture capital, hedge fund, and investment banking firms. Microsoft AI Cloud Partner with 30+ engagements across PE shops, family offices, private credit teams, and independent sponsors. My PhD is in human-AI interaction - how people actually make decisions when machines are part of the workflow. That's the foundation for what we build: CIM parsers, EBITDA adjustment validators, IC memo systems, deal screeners, and portfolio monitoring tools that senior partners will actually use. I can speak with specifics, numbers, and named patterns on: – Why most AI projects in financial services stall at 20% adoption, and what separates the ones that don't – Human-in-the-loop AI for high-stakes decisions wh...
Principal Consultant at WorkWise Solutions