Focusing on business needs and competitive pressures in wealth advisory, equities sales, trading & execution, real-time TCA, macro research, MiFIDII for equities research, compliance.

Working with C-level and global heads of business at Tier 1 banks, global investment banks, large and medium hedge funds, sell-side research firms.

As measurable, predictable impact around differentiated offerings, higher revenues per end customer, better customer support, improved productivity of staff, cost savings, more efficient sales.

For vendors, develop repeatable solutions that have doubled Y/Y revenues for several sub-$75M startups. Helped accelerate 2 IPOs and 5 acquisitions for Carlyle Group, Oracle, Thomson Reuters. Contact to contract.

In infrastructure: cloud migration and automation, change management/deployment/predictive monitoring of apps, real-time analytics, workflow automation, microservices.

[First meeting, 25 minutes in]

"I haven't seen anything like this. I want to see this on traders’ desks in NY and London, and if that works, we will move forward."

-- Global Head of Equities Market Making, Tier 1 bank

[First meeting, 10 minutes in]

"This is a new frontier. No one has anything like this. So there is a competitive aspect.”

-- Global Head of Equity Trading, Buy-side firm

“You've given me a lot to think about.”

-- Global Head of Equity Trading, Buy-side firm

"This is what the business wants."

-- Global Head of Equities Market Making, Tier 1 bank