Senate → Gates → Wall Street → AI

I take enterprise AI from zero to firmwide adoption.

I built an enterprise AI function from scratch in one of the hardest rooms there is — regulated, skeptical, high-stakes. That playbook travels.

Or skip the tour — build yourself an AI skill in 60 seconds ↓
98%
Voluntary Adoption Rate
83%
Sustained Active User Rate
Net-Neutral
AI Stack Funding

Results speak louder

2025 → today 0%

900 professionals. No mandate. Every dot is a choice.

Launch — no mandate

Governance built first and taken to the Board. Every sign-up after this is a choice.

timeline simplified — the numbers are real
· · · · ·

What I think about

Ideas I keep coming back to — shaped by a decade across government, philanthropy, and finance.

The Hardest Room

Banks didn't get cool — they got forced. Why adoption proven in the hardest room travels to every high-stakes domain.

Read essay ▸

AI Fluency > AI Tools

The real competitive advantage isn't buying the best AI tools — it's building an organization that speaks the language of AI.

Read essay ▸

Adoption Is a Design Problem

98% voluntary adoption didn't happen because the technology was good. It happened because the rollout was designed for humans.

Read essay ▸

Governance Enables Speed

The organizations moving fastest with AI aren't the ones with no guardrails — they're the ones with smart guardrails.

Read essay ▸

Builder, Not Buyer

The best AI leaders don't just deploy tools — they re-architect workflows and build the connective tissue between AI, people, and processes themselves.

Read essay ▸

The Vendor Trap

Managed AI service layers get disintermediated by the model providers. Defensibility lives above the model layer, in what you build on top.

Read essay ▸

From Senate Ops to AI Governance

What running U.S. Senate operations across five committees taught me about governing AI in regulated industries.

Read essay ▸

How I Work

The playbook behind the results.

01

Listen First

Before building anything, understand the real problem. Map stakeholders, identify friction, and find where people are today — not where you assume they are. Then I map the system — every workflow, dependency, and handoff — so I know exactly what to re-architect for AI.

02

Build to Learn

I build the tools myself — dashboards, MCP integrations, Skills libraries, custom apps, training content — then iterate based on what real usage data tells me. Not decks about what to build. The actual thing.

03

Design for Adoption

Technology without adoption is just an expense. Design every rollout for the humans who'll use it. I re-architect the workflows, write the training materials, build the scoring systems, and stand up the governance. The architect and the general contractor.

The Live Brain

How I actually decide

I run a second brain that mines my own work and distills the rules I operate by — the method is open-sourced in the Workshop below. Tap a node. These rules have been running this page the whole time.

Source-or-cut

The ruleEvery claim gets a receipt, or it gets deleted.
In practiceI ask my own AI output point-blank: did you make anything up? It has said yes. Those lines die on the spot.
On this pageThe timeline up top stops at 98 — rounding to 100 would be a lie.

distilled from a real system · people and specifics de-identified by design

Download Resume (PDF)

Why should you hire Katie?

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

All views and opinions expressed are my own and do not represent the views of any current or former employer.

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Work in Action

Real examples of what I've built, led, and transformed.

Operational Scaling

Summit Trail Advisors

As COO, led operational transformation for the largest revenue-generating advisory team. Helped scale the Central Planning Team, contributed to the multi-year roadmap, designed pricing models, and managed a growing team.

M&A Execution

Bloomberg LP Acquisition at Geller

Led Human Capital and Technology workstreams for the Bloomberg LP acquisition — managed information flow, scenario planning, and deal execution. Produced board materials and management presentations throughout the process.

Governance & Trust

AI Governance & Verification at Scale

Building enterprise AI on a frontier model means building the trust infrastructure around it. I instituted firm-wide verification standards — mandatory source-citation and live web-verification on every AI-assisted deliverable — so unsupported claims couldn't reach a client or the board. Counterintuitively, the guardrails didn't slow adoption; they're what gave leadership the confidence to scale it. Governance isn't the brakes — it's the steering.

Built in Public

infra-loop — A Second Brain That Builds Itself

An open, shareable system that mines your own work — email, calendar, chats, AI sessions — into a canonical wiki of how you think and decide, then runs daily-capture and weekly-synthesis loops that write, reuse, and self-test its own skills. Works with Microsoft 365 or Google Workspace. The same architecture thinking behind my enterprise skill library — de-identified, and free to adapt. View the code on GitHub →

Building Fluency, Not Buying Tools

The real strategic question isn't "which AI tools should we buy?" — it's "how do we build an organization that can leverage AI as a capability, not just a feature?"

Buying Tools

  • Renting someone else's intelligence
  • Dependent on vendors for updates and problem-solving
  • Essentially getting better calculators
  • When markets shift, stuck waiting for vendors to catch up

Building Fluency

  • Internal capability that adapts in real-time
  • People become co-creators, not just users
  • Identifies opportunities vendors never designed tools to find
  • Sustainable competitive advantage that compounds
"The shift is not just about getting the tools into people's hands to solve their immediate problem — it's about teaching them how to use a new language. Once they have the fluency, they can tell us what the most impactful tools need to be."

Conversations I'd Welcome

I'm always interested in connecting with people thinking about these things.

Enterprise AI Strategy

How to move from pilot to full adoption — and build governance that enables speed, not friction.

Change Management at Scale

Getting 900+ people to voluntarily change how they work — the human side of transformation.

AI in Regulated & High-Stakes Domains

Navigating compliance, risk disclosure, and board-level strategy in highly regulated environments.

Product & Innovation Leadership

Building new functions from scratch, designing enablement programs, and making technology serve people.

Cross-Functional Leadership

Advising across the C-suite simultaneously — CEO, CFO, CHRO, CLO, CIO — and keeping everyone aligned.

AI for Nonprofits

Helping mission-driven organizations access the same AI capabilities as Fortune 500 companies.

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 Assistant to Melinda Gates

Pivotal Ventures

Strategic Liaison Executive Operations Stakeholder Coordination Process Optimization
2018 – 2019
New York, NY

Chief of Staff to the Managing Partner

Gilder Gagnon Howe & Co. LLC

Client Strategy Executive Operations Board Prep
2019 – 2022
New York, NY

Business Operations and 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 of NY Team & Central Planning

Summit Trail Advisors

Operational Strategy Team Scaling & Ops Pricing & Process Design Central Planning Scaling
2023 – 2024
New York, NY

Director, Business Strategy & Operations

Perella Weinberg Partners

Data Analytics Platform Buildout Budget Management Cross-Functional Strategy
2025 – Present
New York, NY

Global Head of Business Innovation

Perella Weinberg Partners

Enterprise AI (98% Adoption) Systems Architecture AI Tool Building AI Governance Frameworks Change Management Production Dashboards & MCPs
Government2013 – 2017

Director, Senate Ops

Sen. Dean Heller

Budget & Ops5 Committees
Philanthropy2017 – 2018

EA to Melinda Gates

Pivotal Ventures

Strategic LiaisonExec Ops
Finance2018 – 2019

Chief of Staff to MP

Gilder Gagnon Howe

Client StrategyBoard Prep
Finance2019 – 2022

Chief of Staff

Geller & Company

Deal ExecutionOrg Strategy
Wealth Mgmt2022 – 2023

COO, NY Team

Summit Trail

Team ScalingProcess Design
Finance + Ops2023 – 2024

Director, Strategy & Ops

Perella Weinberg

AnalyticsChange Management
AI Innovation2025 – Now

Global Head of Business Innovation

Perella Weinberg

Enterprise AISystems ArchitectureAI Tool Building
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 Assistant to Melinda Gates

+ Strategic Liaison+ Stakeholder Coordination+ Executive Operations
2018 – 2019Layer 3

Gilder Gagnon Howe & Co. LLC

Chief of Staff to the Managing Partner

+ Client Strategy+ Board Prep+ Executive Operations
2019 – 2022Layer 4

Geller & Company

Business Operations and Strategy Manager / Chief of Staff

+ Deal Execution (Bloomberg Acquisition)+ Org-Wide Strategy+ People Analytics
2022 – 2023Layer 5

Summit Trail Advisors

COO of NY Team & Central Planning

+ Operational Strategy+ Central Planning Scaling+ Pricing & Process Design
2023 – 2024Layer 6

Perella Weinberg Partners

Director, Business Strategy & Operations

+ Data Strategy+ Change Management+ Performance Systems
2025 – PresentLayer 7: The Convergence

Perella Weinberg Partners

Global Head of Business Innovation

+ Enterprise AI (98% Adoption)+ Systems Architecture+ AI Tool Building+ Workflow Re-Architecture

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 don't hand off specs to a dev team — I build the dashboards, write the training content, design the MCP integrations, and stand up the governance frameworks myself. The conviction comes from being in the weeds, not above them. 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 900 times at Perella Weinberg, and it never gets old.

Finance was the proving ground, not the ceiling — the adoption problem I solved there is the one every high-stakes domain is now facing, and the one the companies building these models need to understand from the customer's side.

I may live in New York now, but nature is still a huge part of my life, with the best parts of my week 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
Thinking in systems, building with AI
Athlete
Volleyball + ski/snowboard tech
Katie Carr
"I build the bridge between what AI can do and what organizations will actually adopt — by re-architecting workflows and building the tools myself."

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.

Where everything connects

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

Interested? Let's talk.

Whether you're an enterprise that needs someone to re-architect your workflows and build the systems herself, a mission-driven organization bringing AI into a high-stakes domain for the first time, or a company building these models and looking for someone who's lived the adoption problem from the customer's side of the table — 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.

Let's build something great together.

— Katie

The Workshop

I bottle workflows into skills.

40+ of them run inside my firm. These three are yours — make one, take one, or read the method.

Live

Make one

Describe something you do at work every week. Answer three questions. Leave with a working skill — my verification standards included.

Download

Take one

The skill that built this site — resume in, deployed site out, in about 30 minutes. Netlify, Vercel, or GitHub Pages.

Download .skill
Open source

Read the method

infra-loop: a second brain that mines your own work and writes its own skills, on a loop. Free to share and adapt.

View on GitHub
Try one:

Keep it generic — no confidential names, clients, or data. Your answers aren't saved; the only thing counted is that a skill got built.

verify-live gate source-or-cut no-padding rule

          
The file runs in Claude — the prompt version works in any AI tool.

The site skill requires the Claude desktop app with Cowork mode enabled

Claude desktop app with Cowork mode
A resume or LinkedIn profile
A professional headshot
~30 minutes for the guided interview
A free hosting account (Netlify, Vercel, or GitHub)
A Claude API key if you want AI features (free to start)
1 Download the .skill file above
2 Open Cowork in the Claude desktop app and start a new session
3 Upload the .skill file to install it — Claude will walk you through everything from there
Katie

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