Westlake Securities Consulting Project

Role: Product Consultant

Description: Research and implementation of AI tools at Westlake Securities

Date: January 20224 - May 2024


  • Conducted in-depth research on over 15+ AI tools and developed strategic proposals for their efficient implementation in the firm
  • Elected as the group's project lead to engage in monthly client meetings and organize team's research tasks using Excel and Jira
  • Presented the five best solutions aligning with the firm’s north star metric to automate financial modeling and deal-sourcing tasks
  • Presentation

    © 2024 Lakshay Nagpal