Technology Companies

• Assessed product development strategy for enterprise payments concept
• Provided market assessment and opportunities related to SWIFT
• Developed and performed interactive webcasts on a variety of topics including enterprise payments strategies and structures, liquidity management, and messaging trends
• 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 release on existing reconciliation product set
• Developed, arranged, and led a series of meetings with major treasury service providers to validate new product concepts
• 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
• Advised senior product and strategy managers on global payments industry infrastructure
• 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

• Led training sessions and developed documentation for new technology applications
• Determined impact of Giovannini Protocol recommendations on European central counterparties’ messaging
• Assessed data assets and advised management on the development of data based products
• 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

• Documented and developed extensive current and future-state operating models to support the integration of major business lines, operations, and technologies resulting from mergers and acquisitions
• Conducted over thirty five end-to-end business unit reviews in the securities and treasury management divisions of a global financial institution, examining for risk and compliance issues and identifying operating opportunities
• Assessed a data-based product set including process, content, and distribution to provide short-term and strategic recommendations to improve efficiency and enhance the product set
• Conducted a comprehensive review and assessment of MIS production, activities, and content in order to optimize alignment with the lines of business served

Corporations

• Assessed potential benefits and impact of current corporate treasury initiatives
• Sponsored and facilitated a series of SWIFT Corporate Access Workshops

Consulting Firms

• Provided subject matter expertise and project management on numerous projects including:
  • Business case evaluation for cross-border payments services
  • Case studies for corporates that 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
  • Assessment of financial service product use and online delivery opportunities in the small business market
  • International treasury services capabilities assessment
• 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