Matt Bush, PMP — Enterprise AI Transformation Leader

Differentiated Value

Enterprise AI Leadership

I specialize in introducing AI into real operational environments — where governance, delivery execution, and business outcomes matter.

My focus is not experimentation, but adoption.

🎯

Enterprise AI Adoption Strategy

Identifying high-impact use cases and building structured adoption roadmaps that align with organizational governance and risk tolerance.

⚙️

Operational Automation & LLM Integration

Deploying AI-enabled automation layers and LLM workflows (Claude, ChatGPT, Gemini, Perplexity) into existing enterprise platforms and processes.

🏛️

AI Governance & Execution Frameworks

Translating executive vision into deployable AI capabilities within existing governance structures — scaling AI adoption without disrupting operations.

Career

Professional Experience

Independent AI Founder & Product Builder

2025 – Present

Claude Agent SDK · Anthropic / OpenAI APIs · Twilio ConversationRelay · Next.js + TypeScript · Prisma · Lovable

LLM SaaS — Shipped: Designed and launched an AI-powered SMS lead-capture SaaS for local service businesses — sub-minute auto-response, 24/7 AI qualification, live owner hand-off, and in-conversation calendar booking. Twilio + Anthropic/OpenAI middleware, per-client conversation state, multi-tier pricing, Netlify-hosted marketing/ROI site.
Domain SaaS — Shipped: Built end-to-end a Next.js + TypeScript booking and route-management web app (Swim Booking Flow) for a private mobile swim-lesson business in Palm Beach County — customer-facing availability calendar, instructor day-timeline with drive-time chaining between stops, weather-aware UI, revenue widget, and Prisma-backed scheduling. Built collaboratively with Claude as the engineering partner.
Claude Agent Skills — Production Library: Authored a portfolio of custom AI skills used daily — photo-to-prospect intake, Google-review analysis & outreach bucketing, stock-digest generator, pre-prod readiness audit, SEO analysis — each with evals, benchmarking, and triggering-accuracy iteration.
Agent & Workflow Authoring: Author of scheduled MCP-powered workflows and agent designs combining prompt engineering, system-prompt architecture, evals, and full-stack deployment.

Assistant Vice President

May 2020 – Oct 2025

Voya Investment Management · New York, NY

Directed a multi-million-dollar London-based M&A transaction focused on acquiring AI intellectual property and integrating founding partners to ensure post-acquisition value.
Led end-to-end integration of a $1B+ transaction within a condensed 6-week timeline.
Executed the migration of a multi-million-dollar Sales/Distribution platform to Salesforce CRM, improving tracking accuracy and operational efficiency by 25%.
Supervised and mentored a team of 4 professionals, fostering skill development and aligning efforts with organizational goals.
Successfully launched a $300M+ Alternative investment fund with a complex legal and operational structure.

Co-Founder & Head of Product

Sep 2019 – Apr 2020

Energy Gopher · New York, NY

Defined a backend system to interface with energy suppliers, enabling fully automated contract processing with zero manual intervention.
Led the development and launch of a DTC platform for renewable energy contracts, driving adoption through targeted data-driven campaigns.
Optimized user experience and product features through data insights, increasing customer satisfaction and conversion rates.

Vice President, Financial Markets STINT 2

Apr 2019 – Sep 2019

Makosi · Client: BNP Paribas · New York, NY

Managed a global Prime Brokerage platform upgrade integrating SWIFT messaging, resulting in $1.3B+ in new balances.
Automated Position & Cash reconciliation processes, saving 12+ hours per day (1.5 FTEs) and improving transaction accuracy.

Co-Founder

Jun 2018 – Apr 2019

Robotics Strategy Group · New York, NY

Directed Robotic Process Automation (RPA) initiatives for diverse clients, reducing processing time across various stakeholder groups.
Developed detailed process flows and documentation to identify inefficiencies for automation and optimization.

Assistant Vice President, Financial Markets STINT 1

May 2015 – Jun 2018

Makosi · Clients: BNP Paribas & Deutsche Bank · New York, NY

Proposed and led a market data cost reduction initiative resulting in annual savings of $1.2M.
Optimized the existing client onboarding workflow, achieving a 66% reduction in cycle time (3 weeks → 1 week) and eliminated duplicative efforts.
Conducted a comprehensive audit of shared drive activity using Varonis to identify anomalies and enforce security controls.

Built & Shipped

AI Products & Agent Skills

A working portfolio of AI products I've designed, built, and operated end-to-end — LLM-powered SaaS, scheduled MCP workflows, and a production library of custom Claude Agent Skills (Anthropic's agent framework) used daily.

LLM SaaS · Shipped · Flagship Product

AI-Powered SMS Lead-Capture for Local Service Businesses

Independent · 2025 · Designed, built, and launched solo
Sub-minute auto-response · 24/7 AI qualification · Live owner hand-off · In-conversation calendar booking

Twilio ConversationRelay Anthropic / OpenAI Per-Client State Multi-Tier Pricing Netlify Marketing/ROI Site

Captures inbound leads via SMS, qualifies them with an LLM agent against the business owner's intake rules, books the appointment in-conversation, and hands off to the owner only when human judgment is required. Full middleware, conversation persistence, billing tiers, and a Netlify-hosted marketing site with an ROI calculator.

24/7

Autonomous Qualification

Domain SaaS · Shipped · Built with Claude

Mobile Swim-Lesson Booking & Route Management

Independent · 2025 · Built end-to-end with AI as the build partner
Customer booking calendar · Instructor day-of route timeline · Drive-time chaining · Weather-aware UI · Palm Beach County (Jupiter to Boca Raton)

Next.js + TypeScript Prisma ORM Tailwind CSS App Router Local SEO

A Next.js + TypeScript web app for a private mobile swim-lesson business — the instructor travels to clients' pools, so the app handles both customer-facing booking and instructor-facing day-of-route management. Includes a custom availability calendar (configurable booking window, past/future date guards, keyboard nav), an instructor day-timeline with per-stop status and drive-time to next stop, a revenue summary widget, a weather-aware banner for outdoor pool lessons, and Prisma-backed scheduling.

Components shipped: BookingCalendar, ScheduleTimeline, RevenueCard, WeatherBanner, Prisma singleton — all fully typed, accessible, and responsive.

Full-Stack

Booking + Routing + Revenue

Claude Agent Skills · Production Library

Custom skills authored on Anthropic's Claude Agent SDK — each shipped with evals, benchmarking, and triggering-accuracy iteration. Used daily to automate real operational work.

Vision · Lead Intake

Photo-to-Prospect Intake

Extracts business identity from a vehicle wrap, yard sign, or storefront photo, enriches it from the web, and writes a structured prospect row to the outreach tracker — no manual data entry.

Local SEO · Outreach

Google-Review Analysis & Bucketing

Pulls reviews for new prospects, runs a structured pain-signal analysis, and re-classifies the entire pipeline into priority outreach buckets so call-time goes to the highest-conviction leads first.

Markets · Research

Stock Snapshot & Weekly Digest

Generates a standardized financial snapshot per ticker — multiples, growth, margins, catalysts, competitors — and assembles a weekly watchlist news digest with the diagnostic multiple flagged.

Engineering · Release Gate

Pre-Prod Readiness Audit

Structured pre-launch sweep across security, dead code, doc/feature drift, mobile responsiveness, and smoke tests — outputs a punch list before a project ships to production.

Growth · Discoverability

SEO Analysis

Audits a site's on-page SEO, structured data, content depth, and competitive positioning, then returns a prioritized fix list aligned to the business's lead-gen goals.

Office Productivity · Authoring

Document & Deck Authoring

Composable skills for producing professional .docx, .pptx, .xlsx, and .pdf deliverables on demand — with formatting, formulas, charts, and templates handled by the agent.

How It's Built

Agent Framework

Claude Agent SDK · MCP · Skills

Anthropic's agent framework — Skills, MCP servers, and subagent orchestration — used to compose multi-step workflows.

Quality Bar

Evals & Benchmarking

Every skill ships with an eval set, variance analysis, and a triggering-accuracy iteration loop so behavior is measurable, not vibes-based.

Operational Surface

Scheduled MCP Workflows

Cron-style scheduled agent runs that read from connectors, do the work, and write results back — turning skills into a continuously running back office.

Stack

Twilio · Anthropic / OpenAI · Gemini · Lovable · Netlify

Production stack across conversational layer, model providers, full-stack scaffolding, and hosting — chosen for speed-to-ship and cost discipline.

Program Scope

Transformation Portfolio

Enterprise programs and integrations delivered across M&A, platform modernization, and operational transformation.

M&A Integration · Flagship

$1B+ Enterprise Integration Program

Post-acquisition operating model consolidation and system alignment executed under accelerated 6-week delivery timeline.

Platform Launch · Investment Infrastructure

$300M+ Platform Launch

End-to-end program leadership delivering scalable alternative investment infrastructure with complex legal and operational structure.

Automation · Process Redesign

Enterprise Automation Initiatives

Process redesign and workflow automation improving operational performance and execution consistency — including 66% cycle-time reduction and $1.2M in annual savings.

Modernization · Cross-Functional

Operational Modernization Programs

Cross-functional transformation initiatives aligning business strategy with technology execution across financial services and enterprise platforms.

Documented Transactions

Strategic Partnership · Asset Transfer · Flagship Transaction

Voya Financial & Allianz Global Investors — AGI U.S. Transfer

Voya Financial / Voya IM · Announced June 2022 · Closed July 2022
$120B AUM transferred · Voya IM scaled to ~$370B total AUM · AllianzGI received 24% equity stake · 95% client asset retention

$120B AUM ~$370B Pro Forma Strategic Partnership Asset Transfer Equity & Fixed Income

↗ Voya Release ↗ Nasdaq

$120B

AUM Transferred

M&A · Private Credit Acquisition

Voya IM Acquires Czech Asset Management, L.P.

Voya Investment Management · Aug–Nov 2022
$5B+ committed capital · U.S. middle market private credit

Private CreditAlternative InvestmentsDirect Lending

↗ Voya Release ↗ Business Wire

M&A · Asset Acquisition

Voya IM Acquires Tygh Capital Management

Voya Investment Management · Nov 2021 – Jan 2022
~$529M AUM · Small-Cap Growth equity platform expansion

M&A IntegrationAsset ManagementEquities Platform

↗ Announcement ↗ Completion

M&A · AI Technology Acquisition

Voya IM Acquires G Squared Capital (G2) Technology

Voya Investment Management · November 2020 · London, UK
AI IP acquisition · Founding team integrated into Quantitative Equities

AI IP AcquisitionMachine IntelligenceQuant Equities

↗ Voya Release ↗ Business Wire

Fund Launch · Renewable Energy Infrastructure

Voya IM Renewable Energy Infrastructure Debt Fund I

Voya Investment Management · June 2021 · New York, NY
$300M+ first close · Wind, solar, battery storage & renewable fuels project financing

Infrastructure DebtRenewable EnergyPrivate Credit

↗ Voya Release ↗ Business Wire

Fund Close · Renewable Energy Infrastructure

Voya IM Renewable Energy Infrastructure Debt Fund II

Voya Investment Management · April 2025 · New York, NY
$129,500,000 close · Continuation of renewable energy project financing platform

Infrastructure DebtRenewable EnergyPrivate CreditFund II

↗ SEC EDGAR Form D

Capabilities & Credentials

Skills & Certifications

Strategic Leadership

Enterprise Transformation AI Adoption Strategy M&A Integration Operating Model Design Program Governance Executive Stakeholder Alignment

AI & Automation

LLM Workflows Claude ChatGPTGeminiPerplexity Process Automation AI-Assisted Delivery Operational Optimization RPA Frameworks Lovable

Enterprise Platforms

Salesforce CRMServiceNow Azure DevOpsJIRA SnowflakeWorkday SWIFT MessagingVaronis MS VisioSailPoint Monday.com Rockport ACT

Delivery Frameworks

PMP Certification Scrum Agile Delivery PMO Leadership Risk & Governance Models

Certifications & Education

🏅

Project Management Professional (PMP)®

PMI · Granted Jan 2017

Certified ScrumMaster® (CSM)

Scrum Alliance · Awarded Oct 2019

🎓

AI: Implications for Business Strategy

MIT Sloan School of Management · Jan 2018

🧩

Wicked Problem Solving

PMI · 2022

🤖

Chatbot Building Essentials

IBM / Coursera · Jun 2018

🏫

B.S. Business Management & Economics

Stony Brook University

How I Work

Leadership Philosophy

I focus on translating executive vision into executable systems.

Successful transformation happens when strategy, operations, and technology move together. Most organizations have the ambition — what they lack is the connective tissue between boardroom intent and ground-level execution. That gap is where programs stall, budgets erode, and AI initiatives fail to deliver.

AI accelerates transformation — but only when integrated into existing workflows, governance, and decision frameworks. I approach every engagement by first understanding the operational environment: the constraints, the stakeholders, the systems already in place. Strategy without that context is just theory.

My approach combines PMP-disciplined program execution with hands-on AI fluency. I've led $1B+ integrations under six-week timelines and built production-ready AI applications from scratch. I operate comfortably at both levels — and I know when each is needed.

I help organizations turn AI capability into operational advantage.

Matt Bush

Ask Matt Anything

Enterprise AI Leadership

Professional Experience

AI Products & Agent Skills

Transformation Portfolio

Skills & Certifications

Leadership Philosophy

Ideal Roles

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