Bob Carrier is a seasoned professional consultant with over 24 years of experience in investment management, data management, project management, business analysis and technology within the Asset and Wealth Management Industry. Bob possesses working experience across asset managers, insurance companies, pension funds, asset servicers and industry platform vendors. His thorough knowledge spans across the asset classes, portfolio management, trading, compliance, investment operations and investment accounting. Bob has hands-on experience with leading order management platforms, investment systems and business processes in the marketplace. He has led various complex initiatives from global OMS implementations and data warehousing projects to platform evaluations and target operating models. Bob holds an MBA from Capital University and a BSBA in Finance and Economics from The Ohio State University. Bob possesses the PMP Certification from the Project Management Institute and the SAFe 4 Practitioner Certification from the Scaled Agile Professional Certification Program. He has the Microsoft Certification in Azure Fundamentals & Fundamentals of the Databricks Lakehouse Platform Accreditation , the Fundamentals of Alternative Investments Certificate from the CAIA Association. Bob completed Northwestern University’s Leading with Analytics & Artificial intelligence program.