Collaborative Consulting - New York City/Boston since Jun 2012
Managing Director of Financial Services
DTCC since 2006
EPMO
SMART Consulting, LLC May 2006 - Jun 2012
Owner
South Shore Habitat for Humanity 2005 - 2008
At LArge
Andersen Consulting - Greater Boston Area May 1994 - May 2006
Partner
Education:
Boston University - School of Management 1989 - 1993
MBA, Financial Services
Babson College 1982 - 1986
Bachelor of Science (BS), Accounting & Management Information Systems
Skills:
Financial Services Securities Asset Management Strategy Mutual Funds Equities Wealth Management Portfolio Management Alternative Investments Risk Management Investment Advisory Hedge Funds Capital Markets Fixed Income Investments Asset Allocation Trading Asset Managment Investment Management Product Management Derivatives Managing Accounts Banking Executive Management Mergers and Acquisitions Financial Markets Trading Systems Options Private Equity Product Development Financial Analysis Valuation Managed Accounts Global Custody Back Office Fund Accounting Etfs Corporate Actions Fx Options Series 7 Cash Management Compliance Fx Financial Advisory Series 63 Unified Managed Accounts Private Banking Team Leadership Managing Start Ups Investment Strategies
Bret Ginter (1998-2002), Kay Wright (1969-1973), Tiffany Streeter (1996-1999), Robert Ogden (1989-1993), Kenneth Williams (1992-1996), Andrew Schmidt (1997-2001)