In 2003, my vision to create a niche consulting firm materialized when Actualize Consulting became a reality. My plan for success was dependent on specialized skills, a keen focus on customer satisfaction, and a strong entrepreneurial spirit. Now with offices in New York, Northern Virginia, Canada, London, and Mexico we service mortgage firms, banks, insurance companies and other financial institutions, Federal and State Government, as well as specific activities of Fortune 1000 firms. In addition to the firms’ management responsibilities, I lead the Capital Markets practice group; which specializes in the areas of accounting and treasury with a specific focus on trade execution, compliance and processing of complex financial products. Additionally, my expertise also lies in leading the vendor evaluations and implementations of derivative processing systems for financial institutions.Actualize Consulting puts people first while honoring our mission to be an industry leader in the management and automation of financial functions and corporate financial events. Our consultants have extensive experience and are accustomed to the challenges involved in working in demanding atmospheres. We strive for balance and invest in our teams. The recent launch of the in-house developed Culture Infusion program supports thriving attitudes in all areas. Team building and giving back events allow us to share success with our community. All leading to our tagline – “Our expertise and commitment -- driving your success.”
Listed skills include Derivatives, Capital Markets, Fixed Income, Risk Management, and 14 others.
