James Penz

ClearForge.AI

• Deployed SightForge, an AI sales-intelligence platform, at a $2B+ industrial manufacturer (70+ facilities): 358 qualified targets across 10 industries, 5 new market segments, 60% prospecting-time reduction.
• Architected AgentForge solo: a 35,000-line production multi-agent operating system — 20 agents in 6 teams, 9-tier model router across 8 providers, eval gates, full observability — running four business units unattended.
• Full value-creation lifecycle on every engagement: identify → design → build → implement → monitor; business-case-gated, realized outcomes rather than pilots.

Paradosi Partners

• Raised $890K from family offices; named their favorite search team, attributed to the speed and rigor of an AI-run search process.
• Underwrote 1,000+ acquisition targets with IC-grade, formula-driven LBO models (built the modeling engine myself); negotiated directly with owners.

Bain & Company

• Built Bain's automation/AI practice from zero while running full generalist cases — teams of 10, main client point of contact, direct line to partners; promoted Consultant → Senior Manager in 4.5 years. 19 Fortune-100-scale engagements, 8 industries; $500M+ quantified P&L impact.
• $20M realized savings as half of an embedded two-person operations team at a manufacturer — CEO retained the team six months to run the operating cadence.
• ~$10M margin delivered in-year at a leading OTC consumer-health manufacturer: owned the margin-per-labor-hour scheduling model and rebuilt statistical forecasting (error 47%→39% realized); portfolio-simplification recommendations worth $29–70M gross profit.
• Sized up to $210M gross-margin prize at a $4B industrial-equipment manufacturer (materials management; $90M actioned year one; 35–45% working-capital reduction path).
• Sized $150–200M automation opportunity across five C-suite-sponsored programs at a global technology OEM, including a $40–55M self-funding first wave.
• Authored the enterprise automation operating model a top-5 U.S. health insurer still runs on (8-stage lifecycle, ~30 standardized artifacts); across three engagements cut process cycle time 75%.
• Designed the portfolio finance value-creation playbook for a multi-billion-dollar investment fund, deployed with eight portfolio-company CFOs; GenAI strategy (foundation models, RAG, responsible AI) for a global aerospace OEM in 2023.

EY

• Designed, built, and deployed 7 AI-enabled processes to Azure production for a $4B global manufacturer — 40% FTE-capacity lift, $4M recovered revenue; scaled the practice's automation capability.

Capgemini

• Four end-to-end platform implementations for Fortune 500 insurers, processing $500M+ in annual premium volume.

• MIT Sloan — Executive Education, Artificial Intelligence: Implications for Business Strategy
• Michigan State University — B.S. Economics
• AWS Certified Cloud Practitioner