Agentic AI workflows for
enterprise,
built end-to-end.
I build agentic AI workflows for asset-management teams. Process mapping, requirements, tooling, regression-tested implementation, and adoption support. My focus is the operational layer between the user and the data, and the long tail of admin work where practical AI actually pays off.
12 years at a $7B global asset manager, with experience spanning trading, performance analysis, marketing, and compliance. Most recently I led the firm-wide AI integration, reporting to the CIO, CTO, and COO and cutting significant daily admin work.
Projects
7 shownShortlist
LiveCareer-search intelligence for consultants: from resume to ranked, fit-scored shortlist
A career consultant pastes a candidate's resume and target roles; Shortlist extracts each posting, scores fit with a consistent methodology, asks the clarifying questions the postings imply, and returns a ranked shortlist plus a cross-role study plan, exported straight into a Google Sheet. It also searches live job boards and can watch a search weekly, alerting the consultant to new matches. It runs entirely on the consultant's own Mac or Windows, with all AI going through their Claude Code subscription, so there is no server, no API key, and no candidate data leaving their machine.
LP Diligence Agent
LiveAgentic AI that reads private-equity quarterly reports and runs a nine-item LP diligence checklist
A multi-step agent that runs a nine-item diligence checklist (NAV drivers, fees, IRR/TVPI/DPI, valuation methodology) against private-equity quarterly reports and returns citation-backed answers with explicit confidence tags. When a report doesn't disclose a figure, the agent returns 'data not available' rather than fabricating.
Filings Analyst MCP
LiveAn MCP server for querying SEC EDGAR filings, built for AI agents and humans
A Model Context Protocol server backed by a RAG pipeline over SEC EDGAR 10-Ks: section-aware chunking, local embeddings, sqlite-vec retrieval, and grounded answers with inline citations back to the filing. Pluggable across embedding and LLM providers, with measured eval metrics published verbatim in the README.
AI Capex Flow Map
LiveHyperscaler → Supplier Attribution
An AI-enabled research workflow for asset-management analysts. Pulls hyperscaler capex directly from SEC EDGAR filings, runs Claude structured extraction over earnings transcripts, and routes the dollars to specific supplier exposure through a transparent attribution model. An “Ask the Analyst” chatbot is grounded in the curated dataset.
LSE Buyback Scraper
LiveDaily RNS share-transaction monitoring with a self-improving extraction pipeline
Runs daily against the London Stock Exchange RNS feed, parsing every UK Investment Trust share-transaction announcement of the day. Claude CLI is the primary extractor with a deterministic regex fast path, and patterns the two agree on get promoted into the regex library, so the system gets faster and cheaper over time without code changes.
Active ETF Finder
LiveFind Active ETFs that match a stock or mutual fund
Enter any US-listed stock, ETF, or popular mutual fund and rank the Active ETFs most similar to it by underlying exposure: holdings overlap, sector and market-cap tilts, style factors, and 3-year return correlation. Profiles are built offline from SEC N-PORT-P filings; the live tool runs the similarity math in the browser.
LOOM
Prototype liveWorkflow-aware document review for regulated teams
A document review and approval platform for small regulated teams, built around the workflow itself, not the document: defined review stages, role-based approvals, parallel sign-offs, and a complete audit trail. AI compliance pre-checks plug into stage state, so model-assisted review is a controllable step rather than an opaque pre-process.
