Adam Bryan

Adam Bryan Email and Phone Number

CEO | COO | CFO | Turnaround | Interim | Fixer | Fractional @ TechCXO
atlanta, georgia, united states
Adam Bryan's Location
New York City Metropolitan Area, United States
Adam Bryan's Contact Details
About Adam Bryan

As an experienced CEO, COO and CFO with a strong financial background, I have successfully led senior management teams in the USA, Australia, and Hong Kong and grown businesses in various market environments. My objective is to work with dynamic growth companies that will value my global business experience and build on my strong management, risk mitigation and mentoring skills in building effective teams to achieve bottom line results. I'd welcome the opportunity to schedule a time to talk about your company's needs and see where we maybe able to work together. I can be reached at +1 732 963 7950 or adam.bryan@techcxo.com Types of companies that I have worked with: | Fintech | data management and analytics | information | software as a service | SaaS | financial services | business services | publishing | smart contracts |I have had the following business experiences: | turnarounds | operational efficiency | cashflow optimization| integration | M&A | team building | financial analysis | budgeting | board level presentations | hiring effective teams | change management | interaction with regulators | integration of different cultures | risk mitigation | risk identification | problem solving | governance models | client services | client satisfaction | revenue and pricing analysis | change agent | mentor | reverse mentor | project management | product management | annuity processing | cash settlement | cultural change | community building | international operations | cultural diversification | vendor management | procurement | contract negotiation | board meeting planning | real estate | office fit out and design | organizational design | global mindset | executive team | innovation | creative problem solving | press | presenting | AML | KYC | coaching | mentoring |I have serviced clients in | asset management | broker dealers | equities | fixed income | insurance companies | vendors | service bureaus | custodian banks | publishing |

Adam Bryan's Current Company Details
TechCXO

Techcxo

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CEO | COO | CFO | Turnaround | Interim | Fixer | Fractional
atlanta, georgia, united states
Website:
techcxo.com
Employees:
148
Adam Bryan Work Experience Details
  • Techcxo
    Partner - Operations And Finance
    Techcxo Jul 2018 - Present
    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.
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  • Usam Group Inc.
    Coo | Strategic Advisor
    Usam Group Inc. Apr 2018 - Present
    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.
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  • Reference Point
    Advisor
    Reference Point Mar 2018 - Present
    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.
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  • Braidwood Llc
    Board Member | Growth Strategies | Startups | Turnaround | Expert Witness | Coach
    Braidwood Llc 2016 - Present
    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
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  • Worth
    Turnaround | M&A | Interim Cfo Coo Ceo |
    Worth Sep 2017 - Aug 2018
    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,
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  • Retirement Income Industry Association
    Board Member
    Retirement Income Industry Association Jan 2012 - Dec 2017
    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.
  • The Depository Trust & Clearing Corporation
    Managing Director | General Manager
    The Depository Trust & Clearing Corporation 2007 - 2016
    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 |
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  • Omgeo
    President | Ceo | Board Member
    Omgeo 2001 - 2006
    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
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  • Thomson Financial
    Coo Of Broker/Fund Management Group
    Thomson Financial 2000 - 2001
    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 |
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  • Thomson Financial
    Coo - Thomson Financial Esg
    Thomson Financial 1999 - 2000
    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 |
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  • Thomson Financial
    Cfo | Publishing
    Thomson Financial 1992 - 1999
    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 |
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  • Coopers And Lybrand | Pwc | Big 4
    Manager | Consulting | Audit | Corporate Finance | Insolvency
    Coopers And Lybrand | Pwc | Big 4 1984 - 1992
    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

Adam Bryan Skills

Management Business Analysis Operational Execution Business Strategy Financial Services Variable Annuities Risk Management Health Insurance Retirement Insurance Fixed Income Process Improvement Capital Markets Equities Mutual Funds Strategic Planning Strategy Investments Product Management Coaching Securities Vendor Management Asset Management General Management International Business Business Process Improvement Executive Management

Adam Bryan Education Details

Frequently Asked Questions about Adam Bryan

What company does Adam Bryan work for?

Adam Bryan works for Techcxo

What is Adam Bryan's role at the current company?

Adam Bryan's current role is CEO | COO | CFO | Turnaround | Interim | Fixer | Fractional.

What is Adam Bryan's email address?

Adam Bryan's email address is ad****@****cxo.com

What is Adam Bryan's direct phone number?

Adam Bryan's direct phone number is +173296*****

What schools did Adam Bryan attend?

Adam Bryan attended Chartered Accountants Australia And New Zealand, Retirement Management Analyst | Rma, Securities Industry Institute, Acams, Columbia University In The City Of New York, Institute Of Chartered Accountants In Australia, Kuring-Gai College - University Of Technology Sydney, Nsw, Cranbrook School.

What are some of Adam Bryan's interests?

Adam Bryan has interest in Rugby, Married With Three Children, Three Children, Sailing, Running And Fishing, Golf.

What skills is Adam Bryan known for?

Adam Bryan has skills like Management, Business Analysis, Operational Execution, Business Strategy, Financial Services, Variable Annuities, Risk Management, Health Insurance, Retirement, Insurance, Fixed Income, Process Improvement.

Who are Adam Bryan's colleagues?

Adam Bryan's colleagues are Terry Ziemniak, Dana Williams, Gary Strickland, Tiffany Scherr, Mandy Walker, Tessa Kwittken, Jessi Wallace.

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