Case Studies

Real engagements. Measurable outcomes.

Each project below represents a completed engagement with a real client. The details are specific. The results are quantified where possible and honestly described where they can't be.

Fortune 500 (Publicly Traded)AI Implementation

Executive Financial Q&A System for a Fortune 500 Corporation

Built a secure, MCP-based Q&A interface that replaced a multi-day human relay chain with validated, cited answers in seconds.

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Telecommunications (Large-Cap)Data & Analytics

Enterprise Data Architecture & Governance for a Large-Cap Telecom

Delivered a buildable reference architecture and governance framework for a telecom whose institutional knowledge was about to walk out the door.

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Multi-Asset Family OfficeData & Analytics

Consolidated Portfolio Intelligence for a Multi-Asset Family Office

Consolidated 17 QuickBooks instances across three asset classes into a normalized data pipeline, automated reporting dashboard, and asset-class-aware forecasting models for a $45M family office portfolio.

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Film / Television ProductionWorkflow Automation

Production Finance Automation for a Media & Entertainment Company

Replaced spreadsheet-based production accounting with a structured data pipeline, increasing throughput 5x and delivering 170–250% first-year ROI.

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Professional Services / Public AccountingTraining & Enablement

AI Training & Governance for a Top 10 Accounting Firm

Designed governance-mapped AI training for a top 10 accounting firm, turning compliance policy into practical, hands-on workflow.

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Wealth Management (RIA)Workflow Automation

Advisor Workflow & Systems Optimization for a Regional Wealth Management Firm

Mapped and restructured end-to-end advisor workflows across eight disconnected platforms for a growing RIA, from client onboarding through trade execution, reporting, and software consolidation.

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