Carter Warrens

Stalled projects. Scaling chaos. Execution that can’t keep up.

We deploy senior operators to unblock what’s stuck.

“We went from 6 months of stalled product launch to live in 11 weeks.”

— Series A Founder, NY Metro

Carter Warrens integrates seasoned program leaders and strategic advisors into growing organizations to rescue what’s stalled, accelerate what’s working, and build the operational infrastructure to scale—without the overhead of big consulting or the ramp-up of a full-time hire.

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Our principals have led programs at
Morgan Stanley UBS Citi BNP Paribas Credit Suisse ScotiaBank Ingredion NJ Transit NY MTA
About the Firm

Wall Street rigor,
delivered at your scale.

We bring the program management discipline of top-tier financial institutions to the organizations that need it most.

Carter Warrens was founded on a simple observation: the execution capabilities that power the world’s largest institutions shouldn’t be reserved only for them.

Based in the New York metro area and serving clients nationwide, we work with small businesses, startups, and growing enterprises navigating complexity they weren’t built to handle alone. Our principals have led programs at Morgan Stanley, UBS, Citi, BNP Paribas, and Credit Suisse—and now bring that same discipline to your team.

We don’t write reports that sit on shelves. We don’t send you junior analysts with playbooks. We deploy senior operators who integrate directly into your workflow, move the work forward, and build the internal capability so you don’t need us forever.

20+
Years of combined project management experience
6
Industries served across financial services, transit, tech & more
50+
Projects delivered from inception to completion
PMP
Certified professionals with agile & waterfall expertise
What We Do

Three ways we accelerate your business.

Every engagement starts with what you actually need—not a pre-packaged offering.

01

Fractional Program Leadership

You don’t need a full-time project manager. You need one structured hour a week with someone who’s led programs at Morgan Stanley and UBS—someone who knows exactly which questions to ask, which blockers to escalate, and which decisions can’t wait.

Our fractional model is built on a simple premise: one focused hour with a senior operator, backed by preparation, follow-through, and accountability between calls, gets more done than 40 hours of a warm body in a seat.

Weekly status call—priorities, blockers, decisions, next steps

Between sessions we review correspondence, prep materials, and distribute minutes with clear action items and owners

Senior-level program oversight at a fraction of the cost of a hire

Best for: Growing companies that need structure but aren’t ready to hire a full-time PM. Founders managing too many projects themselves. Teams where things keep slipping through the cracks.
02

Growth Strategy & Innovation Advisory

You know your product. We help you figure out where the market is going and how to get there first.

We provide the outside-in perspective that internal teams can’t—analyzing market trends, identifying new sales channels, stress-testing your distribution model, and designing the operational playbook to execute. Whether you’re launching a new venture, scaling what’s working, or pivoting away from what isn’t, we build the strategy and the KPIs to measure whether it’s actually working.

Market and competitive analysis—where the disruption is coming from before it arrives

Go-to-market design—new channels, platform partnerships, distribution reinvention

Innovation capability—building a repeatable system for identifying and acting on opportunities

Gap assessment—continuously measuring the delta between what you have and what your customers need

Growth strategy—actionable plans to pursue sustainable growth

Best for: Startups preparing for their next funding round. SMBs entering new markets or launching new products. Founders who need a strategic sounding board with operational teeth.
03

AI-Enabled Transformation

Your competitors are already using AI. The question isn’t if—it’s where and how.

We help leadership teams cut through the noise, assess their actual readiness for AI-driven operations, and identify the specific customer journeys and workflows where intelligent automation delivers immediate, measurable impact. Then we run controlled pilots, monitor decision quality and customer trust, and redesign operations to integrate AI agents effectively—not as a science project, but as a business advantage.

AI readiness assessment—understanding where you are today and what’s realistic tomorrow

Pilot design and execution—controlled experiments with clear ROI criteria

Process integration—embedding AI tools into strategy, operations, and communication workflows

Agentic workflow design—identifying where AI agents can handle discovery, transactions, and service autonomously

Best for: Companies that know AI matters but don’t know where to start. Leaders who’ve seen demos but need someone to separate hype from ROI. Organizations ready to move from experimentation to operational integration.
How We Work

Four steps to unblocking your growth.

01

Diagnose

We assess your current state—projects, processes, team capacity—and identify the execution gaps holding you back.

02

Blueprint

We build a clear plan with defined scope, timelines, budgets, and KPIs aligned to your business objectives.

03

Execute

We integrate into your team and drive delivery—running scrums, managing stakeholders, and removing blockers daily.

04

Transfer

We build internal capability so you don’t need us forever. Documented processes, trained teams, sustainable operations.

Leadership

We’ve been in the room when it mattered.

Judgment, not just process. Experience, not just templates.

Kareem Williams

Kareem Williams

Managing Partner

Strategic program leader with 20+ years driving execution in financial services. Former delivery lead at Morgan Stanley, UBS, Citi, BNP Paribas, and Credit Suisse. Specializes in digital transformation, regulatory compliance, and cloud migration.

Led $50M+ cloud migration across 3 global banks.

PMP PMI-ACP MBA, NJIT MS Finance, Pace
Suzen Severe

Suzen Severe

Partner — Strategy & Operations

Accomplished Project Manager with 20+ years of experience driving strategy and implementation across IT, construction, urban transit, and transportation. Former Project Manager at NJ Transit, MBTA, and NY MTA. Known for translating complex business requirements into actionable execution plans that deliver measurable results.

Ran PMO for NJ Transit’s $200M infrastructure program.

Construction PM IBM Analytics MBA, NJIT
Industries

Where we operate.

Financial Services
Construction
Urban Transit & Transportation
Technology
Media
Nonprofits
Startups & Early-Stage
Get Started

Ready to turn strategy into results?

Schedule a free 30-minute consultation. No pitch deck, no pressure—just a conversation about where you are and how we can help.

Schedule a Consultation
Or reach us directly: ceo@carterwarrens.com  •  917-940-1369