25+ years of experience as an solutions architect for financial services companies, with a focus on asset managers, wealth management, brokerages, custodians, record keepers, private banking, trust companies, RIAs, hedge funds, mutual funds, sovereign funds, global NGO FS entities, ETFs, TAMPS and ...more

25+ years of experience as an solutions architect for financial services companies, with a focus on asset managers, wealth management, brokerages, custodians, record keepers, private banking, trust companies, RIAs, hedge funds, mutual funds, sovereign funds, global NGO FS entities, ETFs, TAMPS and managed accounts providers (SMA, UMA, Wrap, Direct Indexing, Robo advisors). I have provided services to the majority of the top-20 FS firms. My subject knowledge is deep and detailed, and spans across the front, middle, and back-office. Have a passion about help FS firms develop products and adopt tech innovations. Other subject areas that I support include trading systems, trade compliance, IBOR investment accounting, ABOR custody accounting, P&I trust accounting, NAV fund accounting, fee billing & revenue management solutions, corporate actions, collateral management, derivatives sub-ledger, ETF back-office including create/redeem processing, mutual fund sub-accounting, compliance, digital client experiences, intelligent automation, no-code/low-code, SEC & OCC regulatory reporting, data fabrics, and data analytics. My clients span across all types of financial services companies and also consulting to the FinTech community. Author, speaker, mentor, futurist, integrator, platform builder and solutions architect.less