GreenHill strives to help wealth management companies focus on what they do best by becoming your investment and performance reporting partner. GreenHill collaborates with each client to develop efficient, tailored and cost-effective solutions that strengthens client communication.We leverage our extensive investment consulting experience to deliver personalized investment analysis, reporting and monitoring services designed to keep pace with the changing needs of the industry. Today, we service a breadth of clientele with close to 100 Institutional Clients that range from Banks to Law Firms to Non-Profit Organizations. In addition, we partner with a number of industry leading providers in the wealth management industry to integrate the collection of accounting data within our performance reporting platform, aggregating data from multiple sources for consolidated report integration.The commitment to creating a differentiated experience for our customers is driven by our commitment to doing the same for our employees who exemplify the highest level of client care across the various services we provide. GreenHill’s attention to the details gives you confidence that your investment reporting is reliable, timely and client focused where we provide each client the optimal tools for their diverse investment reporting and analysis needs.We understand that building and maintaining strong relationships is key to our mutual ongoing success! Learn more at www.ghill.com!

Sixline, LLC provides Institutional Consulting and Practice Management for the Bank Trust, Wealth, Asset Management, Brokerage, and the Investment Advisory market. In a strategic consultative capacity to these firms, we assist investment managers in improving their operational infrastructure and guide financial institutions in adapting to the challenges and opportunities presented by current technology trends and regulations. We accomplish this with a focus in designing and implementing strategies to assess software application vision and development direction.We provide hands-on strategic advice, assessment, and support in alignment with technology goals and objectives with strong consideration of the regulatory (OCC / FDIC) environment. This includes strategic technology assessments and/or plans customized to fit the institutions overall business size, objectives and complexity.For FinTech providers, we conduct technology and organizational assessments to ensure continued alignment with strategic initiatives. This includes process improvement considerations and future growth opportunities - by channel, by market. In addition, we work closely with their clients to maximize the delivery channel value to create a more robust, integrated customer experience. This often includes strategic partnership assessment and alignment with other technology providers to maximize mutual and complimentary value of offerings.

Led CGI’s penetration of the U.S. wealth management market with their integrated trading, trade compliance and portfolio management solution with specialization in Separately Managed Accounts (SMA) & Unified Managed Accounts (UMA). Identified target accounts, developed sales pursuit strategies, and led the execution of those strategies for defined target accounts and market segments, working collaboratively with appropriate global CGI Business Unit leadership, with emphasis in both U.S. and Canada. Guided the strategic direction of product development directly reflecting the unique regulatory challenges of the U.S. and Canadian wealth management industry, its participants and providers, and leveraged this insight to identify key business growth opportunities for CGI's wealth management solutions and services.CGI is one of the largest independent IT and business process services companies in the world. CGI is committed to helping all of its stakeholders succeed. With offices worldwide, CGI provides end-to-end IT and business process services that facilitate the ongoing evolution of their clients' businesses. CGI is committed to helping their clients achieve their business goals; to providing their professionals with rewarding careers; and to offering shareholders superior returns over time. CGI's Global Wealth & Capital Markets division is responsible for development and delivery of technology and business solutions to support the investment management requirements of leading global financial institutions and asset managers. CGI's Wealth360 portfolio management solution is a modular, end-to-end integrated platform for front, middle and back-office, designed specifically to meet the critical needs of today's financial advisors and firms serving the wealth management market.

As a registered representative with the Financial Regulatory Authority (FINRA, Series 7, 63) led efforts in providing enterprise wide wealth management solutions and services fromtrust accounting, regulatory compliance, trading, brokerage, financial planning, performance, custody, workflow, business process management, consulting and portfolio accounting within SunGard's Wealth Management Division. Was responsible for developing and structuring strategic partnerships nationwide and internationally to further commercialize SunGard’s Wealth Management solutions. Included in this role were various strategic development and commercialization efforts of international financial planning, portfolio management, trading and emphasis on the strategic SMA and UMA integration into various platforms. SunGard (now FIS) is a leading provider of wealth management solutions that help financial advisors, investment managers, bankers, compliance officers and financial services executives grow their businesses by meeting the needs of their mass affluent, high-net worth and institutional customers. SunGard/FIS provides an integrated suite of services and best-of-breed point solutions for financial planning, asset allocation, portfolio management, unified managed account programs, trade execution, asset management, custody, trust accounting, compliance and reporting. These solutions are designed to help wealth management firms and practitioners expand client relationships and increase assets while complying with regulatory mandates.

FTI was acquired by SunGard in January 2008. PRESS RELEASE: https://www.webwire.com/ViewPressRel.asp?aId=56270With FTI, was responsible for the design, development and sales of portfolio management, trade order management, trade compliance, overlay management and regulatory compliance products for use by trust banks and investment advisory firms. Architected integration with equity and fixed income brokerage firms, along with manager model overlay and trade order routing networks. In late 2007 sold the business to SunGard’s Wealth Management segment within their Financial Services division.As a leading provider of innovative advisor solutions to financial institutions, Financial Technology Integrators, LLC (“FTI”) was founded to develop tools to address the trading, regulatory compliance and reporting needs of financial services companies. Customers included banks, independent trust companies, RIAs, family offices, charitable foundations, and law firms acting as trustee with money management powers. The flagship product, Investor’sView™ is a suite of integrated solutions that automate the full range of portfolio management functions necessary to effectively manage an institution’s portfolios. The components of these products provide comprehensive reporting, portfolio and trading compliance, modeling, what-if buy/sell decisions, electronic trading and the creation of client-centric presentation materials.