Adam Bryan Email & Phone Number

New York And Florida

TechCXO was founded on the premise that high potential companies can greatly benefit from proven, C-Level executives who they otherwise may not be able to access due to cost, availability or because they do not necessarily need them full time. Our purpose is to provide the best executive talent available… on demand. Not every company needs a full-time CFO/COO, but every business needs financial and operational expertise.

Greater New York City Area

USAM Group offers experienced sales, marketing and strategic business mentor-ship services to growth-stage companies in the financial and regulatory technology sector. By deploying seasoned professionals on an as-needed basis, data and technology companies can immediately leverage USAM’s vast global network of potential customers to grow revenue faster and more cost-effectively than would be possible with direct hires.

Virgina, New York, Florida

Reference Point is a boutique management consulting firm focused on optimizing business processes and information systems to achieve more efficient and effective operations for our clients. Founded in 2002 to provide senior-level advisory services related to business strategy and cost remediation, the firm has since expanded its offering to provide a full suite of end-to-end operational and technical advisory services. Our boutique-style firm enables us to provide senior-level attention not possible at larger firms. We pride ourselves on our ability to deliver creative solutions based on our experience and expertise, tailored to each client’s specific circumstances and needs.Our services are organized into 3 practices, Strategy & Management, Analysis & Optimization, and Technology & Data. Our expertise spans a variety of industries from Capital Markets, Housing Finance, Risk & Controls, Finance & Treasury Services, Consumer Finance and more.

New York And Florida

- Interim CEO/COO/CFO for Worth Group - creating operational excellence - turned around a bankrupt business and successfully exited in 8 months as a going concern- Mentor and operational improvement to a Financial Consulting practice- COO and Strategic Sales Advisor to USAM Group - Adviser to Smart Contract company in the distributed ledger space- Moderator for A-Team Data Management conferences - Data Lineage- Qualified as a Retirement Management Analyst with RIIA - Expert Witness Financial Markets- Interim COO/CFO Heathmonitor Network - explosive growth

New York, Boca Raton Florida

The Worth Group LLC engages extraordinary individuals, organizations and brands worldwide. The company’s flagship product, Worth magazine was founded in 1992. The award-winning magazine is the definitive resource on entrepreneurship, finance and lifestyle. Its digital platform, anchored at worth.com,

Boston

Meeting our country's retirement income challenge is the priority of the Retirement Income Industry Association (RIIA). RIIA's mission is to assist the financial services industry's development of the products, processes and services Americans need to solve their retirement income challenge.

Experience in running, Fixed Income Clearing Corporation, Insurance and Retirement Services Division and DTCC Customer Service including AML and KYC programsIn June 2014 I took over Managing DTCC's Fixed Income Clearing Corporation - the business clears and settles Government Bonds and Repo's, Mortgaged Backed Securities and Corporate and Muni Bonds. Previously I ran DTCC’s Insurance and Retirement Services, a group which provides STP services in the variable annuity investment sector. The role is responsible for growing DTCC’s Insurance Carrier and Broker Dealer Distributor, client base and continually enhancing and rolling out new services to meet the dynamics of this evolving marketplace. I joined DTCC in 2007 to the newly created role of Managing Director Customer Services. Reporting to the President and COO I was responsible for all aspects of the daily interaction of customers in each of the DTCC’s subsidiary companies.Skills used | access management | account management | AML | application development | board level reporting | budgeting | change management | client focus | communication | competitive strategy | competitive threats | corporate communication | cost cutting | cost savings | data analytics | execution | financial analysis | launch new technology | legal analysis | lower cost locations | KYC | on boarding | outsourcing | pricing | regulators | relationship management | reorganization | revenue analysis | revenue growth | sales | subject matter expert | strategy | team building | technology refresh |

Boston

As President and CEO I grew Omgeo to a $300m business with operating profits in excess of 30%. As the leading provider of post-trade pre-settlement trade management solutions, Omgeo processes more than 1.3 million trades per day and serves 6000 investment managers, broker/dealers and custodians in more than 42 countries.We partner closely with service providers, infrastructure suppliers, industry standard organizations, and clients to improve operational efficiency and reduce risk through STP (Straight Through Processing) solutions.As well as being responsible for all aspects of the business I was a member of the Board of Directors, the Compensation Committee and the Audit Committee.From 2004 until 2006 held the position of Australian Honorary Consul for New EnglandSkills used | application development | board level reporting | budgeting | change management | client focus | communication | competitive strategy | competitive threats | corporate communication | cost cutting | cost savings | data analytics | execution | financial analysis | launch new technology | legal analysis | lower cost locations | on boarding | outsourcing | pricing | regulators | relationship management | reorganization | revenue analysis | revenue growth | sales | subject matter expert | strategy | team building | technology refresh | board member | cash-flow | collections | cultural integration | cultural sensitivity | dividends | global | negotiation | restructuring

Boston

This $300 million group is part of Thomson Financial and publishes information for the global financial community. With offices in the world’s major financial centers, and headquarters in New York, it is a subsidiary of Thomson Corporation of Canada. As COO I managed the daily operations of four independent businesses in the group. During my tenure Thomson acquired and intergrated Primark, a company that doubled the group’s size to $630 million.The integration took place worldwide, involving tight timeframes and minimal attrition of key people. Skills used | board level reporting | budgeting | change management | client focus | communication | competitive strategy | competitive threats | intergration | M&A | corporate communication | cost cutting | cost savings | execution | financial analysis | lower cost locations | pricing | relationship management | reorganization | revenue analysis | revenue growth | sales | strategy | team building | technology refresh | cultural integration | cultural sensitivity | global | negotiation | restructuring | divestiture | restructuring |

Boston

I came to the organization in a challenging stage of its growth. As well as implementing performance measurements we developed better risk management, faster decision making and greater accountability. We gave people more responsibility for their results and improved systems availability.Not only did we retain key talent, but we improved staff motivation and relations with our clients.I was responsible for the global profit and loss and all aspects of the business including sales, marketing, R&D, technical operations and the development and integration of new products.Skills used | application development | budgeting | change management | client focus | communication | competitive strategy | competitive threats | corporate communication | execution | financial analysis | relationship management | reorganization | revenue analysis | revenue growth | sales | strategy | team building | technology refresh | cultural sensitivity | global | negotiation | restructuring | cash-flow | data analytics | launch new technology | negotiation | regulators | restructuring |

Sydney And Hong Kong

I had three assignments over this period. From 92 to 97 I was the CFO for Thomson Financial based in Sydney. I then transferred to Hong Kong to run Thomson Financial’s publishing assets in the region and in 98 was appointed Managing Director for Thomson Financial ESG in Asia looking after their post trade pre settlement assets. Skills used budgeting | change management | client focus | communication | competitive strategy | corporate communication | execution | financial analysis | relationship management | reorganization | revenue analysis | revenue growth | sales | strategy | team building | cultural sensitivity | global | negotiation | restructuring | cash-flow | restructuring | collections | cost-cutting | cost savings |cultural integration | legal analysis | lower cost locations | negotiation | pricing |

Sydney, London

Experienced in Auditing, Corporate Finance, Mergers and Acquisitions, Management buy-outs and Litigation supportRan a newspaper printing company and arranged for its sale over a 9 month period in Turkey

Ca | Cpa

Education record

Wharton Executive Program

Certified Anti-Money Laundering Specialist

Executive Program

Education record

Bachelor Of Business

Education record