Prior Projects

Replatforming several major Broker Dealer support systems leveraging the majot vendor systems, focusing on the best in breed, implementqation, and achieving re-engineering, efficiency savings.

Structuring a joint venture for securities settlement processing - ROI, Market analysis, Equity and operational model

Developing client facing technologies for a new financial service offering to Hedge Funds

Outsourcing document delivery and customer statement generation saves 25% in direct costs. - case study coming soon!