Orby is building a Generative Process Automation (GPA) platform, powered by the industry’s first Large Action Model (LAM) designed for enterprise use. Orby is purpose-built to enhance enterprise efficiency at scale, empowering teams to automate tasks of any complexity on their own terms. We believe our generative AI system has the potential to fundamentally change how enterprise teams work and perform. $35M+ funding backed by top VCs.

At GPT Strategics, we are your end-to-end AI development partner, from ideation to implementation and beyond. We go beyond being mere machine learning specialists; we are the driving force behind startups and enterprises, empowering them to create cutting-edge AI solutions that supercharge efficiency and fuel rapid growth.Our commitment extends far beyond consultation; we're with you every step of the way, transforming your concepts into ready-to-deploy solutions. With our extensive experience across diverse industries, we collaborate with you to craft innovative applications that are instrumental in propelling your company toward unprecedented success.

At Tonkean, I lead projects that transform and optimize business processes using enterprise grade AI-powered automation. I specialize in creating streamlined, no-code solutions, empowering enterprises to automate complex workflows efficiently. This includes understanding and analyzing unstructured text with AI, customizing intake processes, and integrating various departmental tech stacks to ensure a coordinated and effortless resolution of business processes.• Led the development of custom AI-based workflow solutions, generating over $1 million in additional ARR.• Pioneered AI solutions tailored for a top 30 bank, achieving a 28% improvement in compliance and a 22% increase in operational efficiency within six months when measured against pre-implementation benchmarks.• Formulated strategic technical architecture roadmaps, aligning with client business objectives, while maintaining an overall cohesive integration with client partner systems, and solutions.• Partnered with the Product and GTM teams to design, package, and implement solutions in line with Tonkean's overall strategy, while collecting client feedback to drive data-informed decisions to enhance user experience.• Collaborated with cross-functional teams (engineering, product management, and marketing) to contribute to the development of the company's design system and language as our GTM strategy evolved.

Leveraging Lukka's advanced solutions for crypto asset processing, I helped clients streamline and manage their middle & back-office operations.• Managed ongoing relationships with Fund Admin clients, pursuing expansion opportunities with our sales organization. Leverage prior “TradFi” experience to prepare Lukka for a new wave of institutional enterprise software customers. • Assisted with the development of onboarding plans that included timelines, resource estimates, dependencies, risks/contingencies, etc. Developed target operating models, SLAs, and other unique requirements with fund managers.• Identified root causes for issues impacting customers by troubleshooting complex SQL queries, ETL/SSIS packages, stored procedures, and API failures. Articulated issues into bug reports or feature requests as needed.• Worked with engineering, clients and managers with respect to system enhancements where necessary, including support for new tokens, exchanges, blockchains, DEX or NFT based transaction activity.

At Duco Technology, I specialized in developing ML workflow solutions tailored for financial services and crypto fund admin clients. • Spearheaded the integration and optimization of Duco Alpha, a machine learning-driven data automation platform, tailoring solutions to meet specific customer needs in Financial Services and Crypto sectors.• Led technical presentations and Proof of Value workshops that highlighted the capabilities of machine learning in data normalization and rule automation, resulting in a 25% increase in successful client conversions.• Worked closely with senior stakeholders to assess project requirements, draft technical proposals, and effectively communicate the benefits of machine learning enhancements in client proposals and RFIs/RFPs, focusing on AWS-based cloud infrastructure solutions.

During my tenure at SS&C, I was deeply involved in responding to and managing RFP and RFI requests, crucial for new and existing sales mandates. This role required me to strategize and collaborate with stakeholders, ensuring the delivery of tailored solutions and services.• Respond to inbound RFP and RFI requests, setting up strategy and qualification meetings with stakeholders, and managing the assembly and delivery of tailored service and solutions for new / existing sales mandates. • Write proposal content to ensure proper marketing of company experience, skills, and resources as applicable to client requirements. Collaborate with relevant subject matter experts (Marketing, Product, Sales, Corporate Legal and Risk Management) as necessary. • Edit proposals to ensure content clarity, consistency, and compliance with RFP and RFI instructions.• Develop and maintain in-depth knowledge of service offerings including new product introductions and non-traditional product areas, serving as a proposal resource to other areas of business initiatives groups as a whole.• Leverage prior asset management experience, industry knowledge, and continued awareness of industry changes to add value and expertise where applicable.• Build and maintain content management systems for RFP and RFI language, sales and marketing material, and competitor intelligence. Utilize SharePoint and other 3rd party tools to create self-serve efficiencies such as web portals, request forms, and content collaboration.• Establish and originate bespoke systems and workflows to increase cross-functional efficiency between sales, marketing and operational staff by leveraging internal IT development. Support piloting of roll-out processes and services related to the client acquisition process.

• Manage trading across the entire UIT department via Charles River IMS for 9 different clients.• Ensure redemption and creation orders are accurate and reflect any corporate actions or special instructions from the client that may affect trading. • Route individual orders and allocations to proper destinations in real-time. • Calculate Income and Principal Distributions, Cash and Stock Dividends, Stock Splits ect, and Price Variances using Bloomberg Terminal to verify broker prices.• Analyze fund terminations and performing diversification testing.

• Perform terminations of Unit Investment Trusts containing Domestic and Foreign equities, LEAPS, & US Treasuries.• Monitor, validate and communicate market news/corporate events related to portfolio holdings to manage client's risk.• Perform NAV Variance checks to confirm all fund activity is taken into account.• Creating and updating new procedures to streamline everyday tasks and make processes more efficient.• Responsible for daily reconciliations of fund balances. Liaise with traders to ensure overdrafts/excess cash are resolved within a timely manner.• Ability to simultaneously execute on timely business as usual deliverables while managing ad hoc reports.• Train new hires and cross-train existing employees on additional services requested by clients.

• Worked directly with founding partner of a Start-up phase Cloud Computing Platform on reaching the next stage of company development and product launch. • Maintained constant communication with project team managers to report progress, identify issues, and how to allocate resources through online project management software, email, calls and face to face meetings.• Managed multiple projects and successfully achieved milestones ensuring projects completed within cost and scope specifications, including designing investor materials, launching marketing campaigns and overhauling technology.• Implemented Web-based project management tracking and reporting to inform clients of progress in real time, ensuring on-demand reporting.• Companies I worked with: CloudCrowding LLC, Dr. Fischer Pharmaceuticals Ltd., Mimonis LLC.

As the founder of Prowork Designs, I initially had to build the company from the ground up. That included creating all the graphics, layouts, web pages, logos, and branding. As well as generating all of our original clients. The design aspect has recently been delegated down, but all final web and graphic decisions are still finalized by myself.• Founded a small web development company with a wide range of services, with a focus on personal and professional branding in the social media space. • Designed, launched, and now maintain a media rich e-commerce web domain with over 100 projects completed. • Developed a team of five highly qualified personnel, capable of supporting multiple and varied projects through to successful completion. • Honed the team into a highly motivated, self-managed unit through fair commission development tasks, one on one meetings, and big picture goal setting.

• Assisted in the development of an Israeli specific Loan Origination System as well as a technology platform for managing and analyzing mortgage and mortgage backed assets.• Designed, developed and implemented new online data capturing strategies, increasing new leads by 50%.• Built and managed successful client relationships with local lenders and borrowers.

• Acted as an intermediary in negotiations between clients and lenders, maintaining relationships with multiple savings banks, insurance companies and institutional lenders nationwide.• Brought in and helped close a $1,000,000 loan for the refinance of a 12,000 SF commercial property in Brooklyn, NY.• Utilized cold calling, sales networks, telemarketing, and advertising to help gather buyers, sellers, and financiers.

• Responsible for maintenance and development of websites and online management systems requested by the Middlesex County Regional Chamber of Commerce.• Designed web portals facilitating and coordinating massive networking events. The largest having over a thousand attendees, hundreds of exhibitors, and sponsors including: The Star-Ledger, Provident Bank, Berkley College, Robert Wood Johnson, and NJBIZ.• Directed online communication between participating businesses, mandated the informational web presence of sponsors and exhibitors, and maintained any financial e-commerce.

• Assisted the Events Coordinator at the Chamber of Commerce plan, market, and execute events, including The Largest Networking Party with over 1,000 attendees. • Updated and maintained member databases, facilitated member specific projects, and lead research of competitive Chamber structures and due systems. • Participated in running the office and its day to day requirements: including answering calls, working with members, and aiding coworkers in numerous general fields.

• Worked directly with the department head as an intermediary between business, government, and other organizations that have an impact on both state and local economic development.• Helped manage government property, checked and priced building plans, and estimated various high budget projects and program costs.• Renovated, updated, and maintained extremely old databases, aided in the graphic redesign of county informative materials, and abetted day to day interpersonal office operations.