Senate → Gates → Wall Street → AI

I build bridges between what's possible and what's next.

Zero to 98% voluntary AI adoption at a publicly traded investment bank. Now looking for what's next.

98%
Voluntary Adoption Rate
78%
Sustained Active User Rate
$3M+
Budget Savings

Why should you hire Katie?

Tell me about your role and I'll show you exactly why.

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The Through Line

Every chapter built the skills for what comes next.

2013 – 2017
Washington, DC

Director of Scheduling & Operations

United States Senate — Office of Senator Dean Heller

Budget & Operations Stakeholder Management 5 Senate Committees HR & Compliance
2017 – 2018
Seattle, WA

Executive Business Partner to Melinda French Gates

Pivotal Ventures

Strategic Liaison Executive Operations Stakeholder Coordination Process Optimization
2019 – 2022
New York, NY

Business Operations & Strategy Manager / Chief of Staff

Geller & Company

Strategic Partner to CHCO Deal Execution (Bloomberg Acquisition) Cross-Functional PMO People Analytics
2022 – 2023
New York, NY

COO, NY Advisory & National Planning Team

Summit Trail Advisors

Operational Strategy Team Build (24+) Pricing & Process Design Central Planning Build
2023
New York, NY

Business Operations & Strategy Manager

Perella Weinberg Partners

Data Analytics Platform Buildout Budget Management Cross-Functional Strategy
2023 – Present
New York, NY

Head of Innovation

Perella Weinberg Partners

Enterprise AI (98% Adoption) Board-Level AI Strategy AI Vendor Management AI Governance & Compliance $3M+ Cost Savings Change Management
Government2013 – 2017

Director, Senate Ops

Sen. Dean Heller

Budget & Ops5 Committees
Philanthropy2017 – 2018

EBP to Melinda French Gates

Pivotal Ventures

Strategic LiaisonExec Ops
Finance2019 – 2022

Chief of Staff

Geller & Company

Deal ExecutionOrg Strategy
Wealth Mgmt2022 – 2023

COO, Advisory

Summit Trail

Team BuildProcess Design
Finance + Ops2023

Strategy & Ops Manager

Perella Weinberg

AnalyticsCost Transformation
AI Innovation2023 – Now

Head of Innovation

Perella Weinberg

Enterprise AIBoard StrategyVendor Mgmt
2013 – 2017Layer 1

U.S. Senate — Sen. Dean Heller

Director of Scheduling & Operations

Budget & Financial Oversight5 Senate CommitteesHR & ComplianceExecutive Communication
2017 – 2018Layer 2

Pivotal Ventures

Executive Business Partner to Melinda French Gates

+ Strategic Liaison+ Stakeholder Coordination+ Executive Operations
2019 – 2022Layer 3

Geller & Company

Business Ops & Strategy Manager / Chief of Staff

+ Deal Execution (Bloomberg Acquisition)+ Org-Wide Strategy+ People Analytics
2022 – 2023Layer 4

Summit Trail Advisors

COO, NY Advisory & National Planning Team

+ Operational Strategy+ Central Planning Build+ Pricing & Process Design
2023Layer 5

Perella Weinberg Partners

Business Operations & Strategy Manager

+ Data Strategy+ Cost Transformation+ Performance Systems
2023 – PresentLayer 6: The Convergence

Perella Weinberg Partners

Head of Innovation

+ Enterprise AI (98% Adoption)+ AI Governance+ Board Strategy+ AI Vendor Strategy+ $3M+ Savings

The person behind the pitch

I grew up in Reno, Nevada — one of five kids in a blended family, surrounded by the Sierra Nevada, Lake Tahoe, and the kind of outdoors that teaches you to figure things out on your own. I played volleyball for years — high school and a club team in Northern California — before trading the court for a work schedule that started at 15: first a paint-your-own pottery studio, then a preschool classroom to pay my way through college at UNR — where I majored in Political Science and minored in Cultural Anthropology — with a stint as a certified ski and snowboard technician up at Tahoe mixed in.

In college, I interned for a U.S. Senator while moonlighting as a paralegal and private bookkeeper for litigators and individuals navigating the healthcare system. I presented research on "The Effect of Institutional Characteristics of Public Support for National Legislatures" at the Western Political Science Association conference in Hollywood. I was also in a sorority. The range started early.

That through-line — learning fast, translating between worlds, doing the work nobody else wants to do — carried me from the Senate floor to Melinda French Gates' office to Wall Street to leading the AI transformation at a boutique investment bank. I'm a lifelong learner: every new chapter has been an excuse to go deep on something I didn't know yet, and that curiosity is what makes me good at what I do. What drives me isn't the technology itself. It's the moment someone goes from skeptical to "wait, this changes everything." I've watched that happen 730 times at Perella Weinberg, and it never gets old.

I may live in New York now, but the best parts of my week are spent in the parks with Farley, my 80-pound goldendoodle. When I'm not walking him, I'm reading, researching, spending time with friends, thinking about what the world will look like in five years, and browsing real estate upstate for a little country cottage with a bit of land.

Raised In
Reno, NV — 1 of 5 kids
First Job
Age 15 — pottery studio
Sidekick
Farley, 80lb goldendoodle
Dream
Upstate cottage + a bit of land
Superpower
Making the complex feel intuitive
Athlete
Volleyball + ski/snowboard tech
Katie Carr
"I build the bridge between what AI can do and what organizations will actually let it do."

The principles I bring to every team

🔍

Transparency

Say what you mean, share what you know, build trust by default. The best teams operate in the open.

Agility

Senate to Gates to Wall Street to AI — every chapter required learning fast and adapting faster. Change is the constant.

🧠

Curiosity

A lifelong learner who goes deep on what she doesn't know yet. The best ideas come from asking "why not?"

🤝

Integrity

Do the right thing, especially when it's the hard thing. Trust is the foundation of everything that lasts.

Results speak louder

🚀
98%
Voluntary AI adoption across 730+ professionals
📊
78%
Sustained active user rate months after launch
💰
$3M+
Non-comp budget savings over two years
🏛️
8
Practice groups with sector-specific AI training
· · · ·

Where everything connects

Hover over any node to explore how Katie's skills interconnect across domains.

Interested? Let's talk.

Whether you're hiring for a product role, looking for an AI operating partner, or need help with your nonprofit's strategy — I'd love to hear from you.

For nonprofits: I'm passionate about helping mission-driven organizations leverage AI. Select "Nonprofit" in the generator above — or just reach out directly. I'd love to help.

I'm ready for what's next — let's build something great together.

— Katie

Katie

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