Doshi Consulting Solutions, Inc (DCS) is a provider of consulting, project management and change management services dedicated to the financial services industry with a focus on Order Management Systems, Middle Office Systems and Back Office Operations. We work with clients when they need expertise with strategic, operational, and/or organizational challenges. Clients look to us for independent and objective advice to deliver required solutions or reduce expenses.

Managed the West Coast Office and Region, responsible for the overall relationship and client retention for fully disclosed clearing clients. Led the team to provide high-level, customized client service for top-tier regional investment banks, institutional broker dealers, mini-prime brokers and registered investment advisors. Developed a thorough understanding of clients’ business models. Identified opportunities for product penetration, revenue growth and operational efficiency through continuous interaction with principals and senior management at each firm. Provided operational and service expertise in support of the sales process, including product demonstrations, gap and work-flow analysis, and due diligence. Responsible for written customer communication as author, editor and approver. Responsible for employee reviews, talent development, advancement, training, budget for salary, and merit and bonus awards.