Technology Companies

• Developed strategic partnership plan for SWIFT relationship
• Developed business requirements for new front office software for broker/dealer and investment managers
• Analyzed impact of SWIFT 2005 release on existing product set
• Developed, arranged and led a series of meetings with major treasury service providers to validate a new product concept
• Identified key revenue generation opportunities for real-time liquidity management product
• Project managed the implementation of a software application suite and subcontractor products at major custodian bank to enable an outsourced offering
• Developed and executed a sales and marketing strategy for a European based FI product entering the North American market
• Managed implementation of a large scale securities processing system at a major broker/dealer for access to virtual matching utilities (GSTPA and Omgeo), including business process reengineering for client
• Led product enhancement to expand product across securities industry business segments
• Provided straight-through-processing (STP) expertise from pre-trade activity to clearing and settlement for the implementation of a suite of software applications in conjunction with securities industry initiatives such as GSTPA and ISO 15022
  

Market Infrastructures

• Assisted in the development of an updated centralized repository, encompassing all aspects of the financial community, which was incorporated into ISO 20022
• Critiqued draft message formats for compliance with ISO 15022, market practice, operational feasibility and general STP logic
• Developed and conducted market assessment of corporate third party participation
• Developed and executed information forums and focus groups targeted at key corporate treasurers in the US

Financial Institutions

• Conducted a series of end-to-end business unit reviews in the securities and treasury management divisions, examining for risk and compliance issues as well as operating opportunities

Corporations

• Assessed potential benefits and impact of current corporate treasury initiatives

Consulting Firms

• Provided subject matter expertise on numerous projects including:
  
• Case studies for corporates which recently deployed SWIFT connectivity
• Open standards technology market assessment for a major market infrastructure
• Market assessment for a reconciliation software vendor
• Vendor selection for major Japanese commercial bank
• Market assessment for a FX firm seeking to enter the cross border commercial payments arena
• Vendor selection for a major US financial institution seeking an outsourced international payments solution
  
• Assisted in the development of a go-to-market strategy for a US based consulting firm seeking to penetrate the European market
• Conducted an assessment of the sales, client management and marketing functions of an acquired consulting subsidiary and developed strategic plans for each of the units