Fieldhouse Capital Management
May 2026 – Present · AI Computer Systems Analyst
I help the firm adopt generative AI safely and usefully: diligence for sensitive data, process automation with Copilot, Salesforce-connected assistants, and custom agents that turn CRM history into actionable prep. On contract with Western Shield Insurance, an extraction system I built increased retained commission by 25% by reducing reliance on an MGA.
- Completed AI due diligence to greenlight Microsoft Copilot for internal use with sensitive financial data.
- Analyzed business processes, then proposed and shipped automations that leverage Copilot for recurring knowledge work.
- Integrated generative AI into Salesforce so teammates can query records and draft internal documents in context.
- Built custom agents that assemble pre-meeting notes from prior emails, transcripts, and CRM history.
- Delivered an AI-powered extraction workflow for Western Shield Insurance that raised retained commission by 25%.