Sr. Systems Engineer · AI + ITSM · Charlotte, NC
I point AI at
the messy middle of IT.
I'm Charles — Sr. Systems Engineer at LPL Financial, currently moving into production
workload operations on the ClientWorks platform. ServiceNow tickets, Jira defects,
Confluence pages, Dynatrace and AlertSite telemetry: the stuff nobody wants to read.
Over the past year I've spent 1,000+ hours building with AI, and most of it shipped.
◆Featured Projects
Inside LPL Internal at LPL Financial
RCA Generator
Turns ServiceNow incident data into a standardized deck presented weekly to senior leadership. Hours of assembly, down to seconds.
Observability Intelligence Dashboard
LLM-as-judge critique of incident notes against available telemetry — surfaces trending themes and concrete monitoring gaps.
Performance Impact Analyzer
Quantifies advisor and investor experience degradation during major incidents.
◆Experience
Sep 2025 – Present
Senior Systems Engineer, Production Workload Operations
LPL Financial
- · Supporting account lifecycle management on LPL's ClientWorks platform — contributing to triage and production support alongside senior partners and SMEs while developing domain expertise across a new set of systems
- · Built an RCA generator now used across Problem Management — pulls the relevant ServiceNow data into a standardized, LPL-branded deck presented weekly to senior leadership; cut an hours-long manual assembly step to seconds
- · Built an observability intelligence framework measuring monitoring effectiveness across major incidents — an LLM-as-judge approach critiques incident notes against available telemetry to surface recurring themes and concrete monitoring gaps; its metrics anchor monthly CIO-level platform stability reviews
- · Built AI-assisted Performance Impact Analyzer (Claude Code, Python, Dynatrace) — replaced 10+ hours/week of manual analysis
- · Authored agentic AI tool strategy and onboarding playbook adopted across the team
Observability AI Tooling Python ServiceNow Production Support
Oct 2024 – Sep 2025
Senior Systems Engineer, Problem Management
LPL Financial
- · Directed 320 major problem investigations including 70 Critical/High Priority incidents with advisor, investor, and home office impact
- · Led LPL's response during the global CrowdStrike outage (Jul 2024), supporting executive communications and stability efforts
- · Created Five-Why methodology cause maps, improving RCA quality and consistency
- · Spearheaded a cross-functional stability initiative that secured EPMO funding on demonstrated business impact
- · Owned and modernized the Problem Management Confluence knowledge base and Jira board — improving visibility, onboarding, and cross-team alignment
- · University Ambassador at Clemson — led recruiting and interviewing across six career fairs, resulting in intern and early-career hires
- · ProductTech Monthly Value Award, nominated by the CTIO (Sep 2024) — "Seek, Embrace, and Apply Feedback"
Incident Management RCA Service Improvement Cross-functional Coordination
Jun 2021 – Oct 2024
Systems Engineer I → II, Problem & Change Management
LPL Financial
- · Systems Engineer II (May 2023 – Oct 2024) — major problem management; expanded ownership of high-severity investigations and cross-team root cause analysis
- · Systems Engineer I (Jun 2021 – May 2023) — major problem management and infrastructure change management; CAB facilitation and RFC review
Problem Management Change Management CAB Facilitation RCA
Earlier: Technology Intern, Change Management at LPL Financial (2020) · Intern, IT End User Services / Tier 3 Support at TriNet (2019)