By Areas of Expertise:
Please click on any specialty below to view descriptions of
client work by practice area.
Technology Strategy and Development
Complex project management and implementation
Integration of software, hardware and data feeds
systems
Business Operations and Profitability
Improvement
Strategic sourcing, contracts and vendor management
Systems regulatory compliance (SEC, OCC, OTS, FFIEC)
Business and Market
Strategy
Design and development of financial and technology
products and services
Product launch, market strategy and sales for financial and technology products
Due Diligence and Interim
Management for M&A and Venture Investors
Corporate and private acquisitions
Venture financing and add-on investments
