Industries

With our extensive experience in Financial Services, including Wall Street, Middle Market, and Alternative Investment firms, we have the expertise to provide optimal results to clients, whether they are looking to execute on transformation initiatives, optimize or scale operations, improve cost efficiencies, or solve for data, and systems challenges.

We offer tailored consulting services to meet the needs of large corporations or middle market firms, with niche offerings for startups. We collaborate with our clients to create a personalized strategy that helps them achieve their goals and ultimately drive success for their organization.

Projects

For a middle market Commercial Lending firm, introduced and oversaw product design and roll out of a technology platform (Anaplan) for Reporting, Portfolio Management, and Corporate Performance Management, improving data transparency, increasing visibility to high risk exposures, and strengthening credit risk management.