Consultant with extensive experience designing, implementing and managing technology, operations, and financial product solutions for the wealth and investment management industries.
Proven track record of eliciting and articulating client requirements, evaluating alternatives and defining and implementing successful solutions to address issues, or capitalize on market opportunities.
Specialties: Business requirements identification and communication, alternatives evaluation, research and analysis, vendor selection, new product development and launch, and focus group facilitation.
Client reporting, investment performance measurement, account aggregation, managed accounts, asset alloca...
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