Services

Services

Operations

Operational process review, improvement recommendations, technology ideas, implementation assistance, policies and procedures, planning and project management, Vendor management.

Acquisitions

Acquisition process assistance, data integration advice, planning and project management.

Training

Staff training –team building, leadership, management, financial products, financial regulations. Personal coaching – mentoring, business writing, presentation skills, time management.

Research

Short term finite research projects - industries, regulations, technologies.

Financial Services

Back-office processes, regulations and reporting for banks, hedge funds, fund administration and private equity firms.

Terms of Service

General

Short or long term projects undertaken for all industrial sectors. Including not-for-profit organizations and start-up companies.

Travel

Willing to travel to or between locations. Travel, lodging and unusual expenses are to be reimbursed.

Terms

Contracts and non-disclosure agreements required prior to work commencement. Charges are by the hour, or mutually agreed upon by the project.