Strategic and forward-thinking AI adoption and knowledge systems specialist with a background in AI-driven workflow optimization, communication strategy, and operational
leadership at Finalis, Inc.—a 21st-century broker-dealer and regtech startup in the investment banking industry and regulatory compliance space.
Adept at integrating LLMs (Large Language Models) into Finalis’ business processes, super-charging productivity, and driving innovation in knowledge work. Experienced in
navigating the intersection of AI, operational efficiency, and human-machine collaboration.
Directly involved in these Finalis teams: Compliance/Legal, Business Intelligence, Delivery, Growth/Marketing, Finance, People/HR, Product Development, Engineering, Design, QA, DevOps, IT, EL T (Executive Leadership Team).
Passionate about bridging the gap between AI’s theoretical potential and its real-world applications—not just in investment banking, but in any industry.More...