Personal site. All views and thoughts are my own and do not represent any employer, past or present. Created on my own personal Claude account, on my own personal time.

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.

My Work My Journey
Or skip the tour — build yourself an AI skill in 60 seconds ↓
Firmwide
Voluntary Adoption
12
Global Offices
Net-Neutral
AI Stack Funding

How adoption actually happens

representative · no firm data

A whole firm. No mandate. Every dot is a choice.

Launch — no mandate

Governance built first and put in front of leadership. Every sign-up after this is a choice.

representative — the pattern is real, the numbers stay private
· · · · ·

Work in Action

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

Governance & Trust

AI Governance & Verification at Scale

The challenge
A frontier model can be confidently wrong, and wrong can't reach a client or the board.
What I did
Instituted firmwide verification standards: mandatory source citation and live web verification on every AI-assisted deliverable.
What changed
The guardrails didn't slow adoption. They gave leadership the confidence to scale it. Governance isn't the brakes, it's the steering.
Operational Scaling

Summit Trail Advisors

The challenge
The largest revenue-generating advisory team needed to scale without losing its footing.
What I did
As COO, helped scale the Central Planning team, designed pricing models, contributed to the multi-year roadmap, and managed a growing team.
What changed
Planning and pricing became repeatable systems instead of one-off efforts as the team grew.
M&A Execution

Bloomberg LP Acquisition at Geller

The challenge
An acquisition where information had to move cleanly across many workstreams and stakeholders.
What I did
Led the Human Capital and Technology workstreams: information flow, scenario planning, and deal execution, plus board materials and management presentations.
What changed
The workstreams ran from discovery through execution with leadership briefed at every stage.
Built in Public

infra-loop: A Second Brain That Builds Itself

The challenge
Most of what makes someone good at their job never gets written down.
What I did
Built an open system that mines your own work (email, calendar, chats, AI sessions) into a wiki of how you think and decide, then writes and self-tests its own skills on a daily and weekly loop.
What changed
The architecture behind my own skills library, de-identified and free to adapt. View the code on GitHub →

On Stage, On Air & In the Room

Where I've shared what building enterprise AI adoption from the ground up actually looks like, from conference panels to the training room.

Panel discussion on stage at S&P Global's AI in Action event in New York Panel · Sept 2026
S&P Global · New York

AI in Action: From Strategy to Application

Panel — Client Experiences: AI Adoption, Outcomes & Lessons Learned

How to drive AI adoption without mandating it: tie every training to a real business context, never a tool demo, and pace it deliberately. Sticky beats fast.

AI doesn't replace a process, it exposes where the old one was already broken.
Read my recap on LinkedIn →
Proof of Work podcast recording with Pluris Podcast · Coming soon
Pluris · Proof of Work

Proof of Work Podcast

Podcast episode — recorded, releasing soon

Why I never mandated use, why enthusiasm isn't adoption, building inside legal and compliance's own workflows first, and why I stopped building tools and started teaching people to build their own.

The real test: can people build and get value without me in the room?
See the episode preview on LinkedIn →
Katie leading live AI training sessions over video Training
Enterprise AI Enablement

50+ trainings designed & delivered

For full-time staff, interns, and consultants

From firmwide sessions to group-specific deep dives, every training is tied to a real business context, never a tool demo, and paced so the habits stick.

Firmwide sessionsPractice-group specificNew-hire onboardingJunior classIntern programOffice hours

Topics I speak on

Interested in having me speak? Get in touch →

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. Open any rule to see it in practice, and where it's running on this page.

katie / live-brain / operating-rules13 rules running
In practice

I ask my own AI output point-blank: did you make anything up? It has said yes. Those lines die on the spot.

On this page

Where a number can’t be shared, it isn’t rounded or hinted — it’s removed. That’s this rule running.

The values underneath. Tap one to see the rule it turns into.

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

How I Work

The playbook behind the results: three moves, on a loop.

  1. 01

    Listen First

    Find where people really are.

    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.

    What comes outStakeholder mapFriction pointsWorkflow map
  2. 02

    Build to Learn

    The actual thing, not a deck.

    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.

    What comes outWorking toolsReal usage dataFast iterations
  3. 03

    Design for Adoption

    Built for the humans who use it.

    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.

    What comes outTrainingScoringGovernance
Then it loops: what people actually do with the tools sends me back to listening.

The Workshop

I bottle workflows into skills.

A whole library of them runs in my day job. 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 one sitting (about an hour). 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 .skill installs in Claude (Cowork or Claude Code). 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
✓ About an hour, start to finish (interview, review, deploy)
✓ 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

The Through Line

Seven chapters, four worlds, one toolkit, and every piece of it shows up in the AI work.

  1. 01
    Government2013 – 2017 · Washington, DC

    Director of Scheduling & Operations

    U.S. Senate, Office of Senator Dean Heller

    I ran the operations of a Senate office: the budget, payroll and compliance, a team of four, and coordination across five committees. It's where I learned to operate when every detail is public.

  2. 02
    Philanthropy2017 – 2018 · Seattle, WA

    Executive Assistant to Melinda Gates

    Pivotal Ventures

    I turned a principal's time and priorities into execution: logistics, relationships, and the process work that keeps a fast-moving portfolio on track.

  3. 03
    Finance2018 – 2019 · New York, NY

    Chief of Staff to the Managing Partner

    Gilder Gagnon Howe & Co.

    My first seat in finance: client strategy, board prep, and executive operations for a Managing Partner.

  4. 04
    Finance2019 – 2022 · New York, NY

    Business Operations & Strategy / Chief of Staff

    Geller & Company

    As strategic partner to the CHCO, I led HR and technology workstreams through the Bloomberg acquisition, running a cross-functional PMO end to end.

  5. 05
    Wealth Management2022 – 2023 · New York, NY

    COO, NY Team & Central Planning

    Summit Trail Advisors

    I built a Central Planning function and redesigned pricing and process as the team scaled.

  6. 06
    Strategy & Ops2023 – 2024 · New York, NY

    Director, Business Strategy & Operations

    Perella Weinberg Partners

    Data analytics, platform buildout, and budget management across the firm, the systems view that set up everything next.

  7. 07
    Enterprise AI2025 – Present · New York, NY

    Global Head of Business Innovation

    Perella Weinberg Partners

    Everything converges. I built the firm's enterprise AI function from zero to firmwide, voluntary adoption across 12 global offices: governance first, net-neutral funding, and training tied to real work.

    Every skill above, in one role →

The person behind the work

Pick your depth.

Katie Carr
Reno → DC → Seattle → New York
Where I come from

Reno, Nevada. One of five kids in a blended family, working since 15, and I put myself through college at UNR.

How I work

I don't hand off specs. I build the dashboards, write the training, design the MCP integrations, and stand up the governance myself.

What drives me

The moment someone goes from skeptical to "wait, this changes everything." I've watched it hundreds of times, and it never gets old.

Off the clock

The parks with Farley, my 80-pound goldendoodle, plus reading, friends, and browsing upstate cottages with a bit of land.

Why this section works this way

Different readers need different depths. Someone scanning between meetings gets the headline in ten seconds, a curious peer gets the highlights in a minute, and someone who wants to know who's behind the work gets the whole story. It's the same content, layered by how much time you have. That's how I design training and rollouts, too: meet people where they are and let them go deeper when they're ready.

Why a non-traditional path fits this work

Enterprise AI adoption isn't a technology problem. It's governance, politics, process, and people. Every one of those needs runs back to more than one chapter of my career. Tap either side to trace the lines.

Where I learned itWhat AI adoption actually needs
Selected

Governance leaders trust

    What I think about

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

    Coming soon

    A set of essays on enterprise AI — adoption, governance, and building in high-stakes rooms — is in final edit and lands here shortly. Want a note when they publish? Email me.

    Password Protected

    Opportunities

    If we're in touch about working together, this space is for you. Enter the password I shared with you, or email me to request access.

    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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    Fill in your name and company, then watch the magic happen.

    Let's compare notes.

    Whether you're wrestling with enterprise AI adoption, bringing AI into a high-stakes domain for the first time, or building these tools and curious how they land on the customer's side of the table — I'd love to compare notes.

    What brings you here?

    or find me at

    For nonprofits: I'm passionate about helping mission-driven organizations leverage AI. Just reach out directly. I'd love to help.

    Let's build something great together.

    — Katie

    Katie

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