Senate → Gates → Wall Street → AI
I built an enterprise AI function from scratch in one of the hardest rooms there is — regulated, skeptical, high-stakes. That playbook travels.
The Numbers
900 professionals. No mandate. Every dot is a choice.
Governance built first and taken to the Board. Every sign-up after this is a choice.
Perspectives
Ideas I keep coming back to — shaped by a decade across government, philanthropy, and finance.
Methodology
The playbook behind the results.
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.
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.
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
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
distilled from a real system · people and specifics de-identified by design
Interactive
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.
Fill in your name and company, then watch the magic happen.
Case Studies
Real examples of what I've built, led, and transformed.
Led the implementation of Claude Enterprise across all 8 practice groups at a publicly traded boutique investment bank (~20 years old) with 11 global offices. Built AI governance frameworks and presented to the Board of Directors, organized cross-firm AI peer groups, and achieved industry-leading adoption metrics. Self-funded the entire AI technology stack through net-neutral cost management and separately delivered significant broader operational cost savings.
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.
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.
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.
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 →
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?"
Open To
I'm always interested in connecting with people thinking about these things.
How to move from pilot to full adoption — and build governance that enables speed, not friction.
Getting 900+ people to voluntarily change how they work — the human side of transformation.
Navigating compliance, risk disclosure, and board-level strategy in highly regulated environments.
Building new functions from scratch, designing enablement programs, and making technology serve people.
Advising across the C-suite simultaneously — CEO, CFO, CHRO, CLO, CIO — and keeping everyone aligned.
Helping mission-driven organizations access the same AI capabilities as Fortune 500 companies.
Career Journey
Every chapter built the skills for what comes next.
United States Senate — Office of Senator Dean Heller
Pivotal Ventures
Gilder Gagnon Howe & Co. LLC
Geller & Company
Summit Trail Advisors
Perella Weinberg Partners
Perella Weinberg Partners
Sen. Dean Heller
Pivotal Ventures
Gilder Gagnon Howe
Geller & Company
Summit Trail
Perella Weinberg
Perella Weinberg
Director of Scheduling & Operations
Executive Assistant to Melinda Gates
Chief of Staff to the Managing Partner
Business Operations and Strategy Manager / Chief of Staff
COO of NY Team & Central Planning
Director, Business Strategy & Operations
Global Head of Business Innovation
About Me
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.
"I build the bridge between what AI can do and what organizations will actually adopt — by re-architecting workflows and building the tools myself."
What I Value
Say what you mean, share what you know, build trust by default. The best teams operate in the open.
Senate to Gates to Wall Street to AI — every chapter required learning fast and adapting faster. Change is the constant.
A lifelong learner who goes deep on what she doesn't know yet. The best ideas come from asking "why not?"
Do the right thing, especially when it's the hard thing. Trust is the foundation of everything that lasts.
Skill Map
Hover over any node to explore how Katie's skills interconnect across domains.
Let's Connect
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.
The Workshop
40+ of them run inside my firm. These three are yours — make one, take one, or read the method.
Describe something you do at work every week. Answer three questions. Leave with a working skill — my verification standards included.
The skill that built this site — resume in, deployed site out, in about 30 minutes. Netlify, Vercel, or GitHub Pages.
Download .skillinfra-loop: a second brain that mines your own work and writes its own skills, on a loop. Free to share and adapt.
View on GitHubKeep it generic — no confidential names, clients, or data. Your answers aren't saved; the only thing counted is that a skill got built.
The site skill requires the Claude desktop app with Cowork mode enabled
