Specialties: Consulting | Business and Technology Strategy | Front Office Strategy, Tools, and Workflow | OMS Systems | Client Reporting Tools and Other Client Facing Digital Technologies for Institutional Asset Managers (e.g. CRM, Marketing Automation) | Business Operating Model Transformation | | ...more

Specialties: Consulting | Business and Technology Strategy | Front Office Strategy, Tools, and Workflow | OMS Systems | Client Reporting Tools and Other Client Facing Digital Technologies for Institutional Asset Managers (e.g. CRM, Marketing Automation) | Business Operating Model Transformation | | Enterprise Data Management (Master Data Management, Data Governance) | Project Management | Business Analysis | Managing Others | Process Redesign and Operational Efficiency Improvement | Exchange Traded Funds (ETFs) | Advanced Knowledge of ETF and Mutual Fund Operational Processes and Components | Expertise in Custodian Operations/Fund Accounting | Proficiency in MS Excel and PowerPointless