Padel Lattimer Email and Phone Number
As CEO, Managing Partner and co-founder of TBA Management Consulting, a successful consulting and staffing firm, I’m proud of what our team has accomplished in scaling this business. From a 2012 startup, we grew sales to over $16 million annually in just three years, and have a substantial Fortune 100 client base.I’m also an independent board member at Principal Funds, overseeing over 100 funds across a variety of asset classes and investment strategies. On this board, I chair the Operations Committee, which includes oversite of trading, operations, and distribution activities.Highlights from my earlier career in investment management and asset servicing include:• As Senior Managing Director at TIAA-CREF, restructured mutual fund business, capturing more than $10M in annual savings, and $300 million in additional assets in year 1.• At Mellon, built a $10 million sales pipeline that generated $5 million in year one.• At Citi, led a $100 million Global Managed Funds business, spanning Asia, Latin America, and Europe and hundreds of relationships.• Led the development of regional processing centers for asset servicing and trading across three continents and over 20 countries.I also bring a passion for ESG and protecting the environment. In early 2023 I became the Chief Administrative Officer of ESGDigital.AI, a startup focused on enabling companies to reduce emissions today for a net-zero tomorrow.
Tba Management Consulting
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Managing Partner And Co-FounderTba Management Consulting Oct 2010 - PresentFinancial Services focused management consulting and staffing company. Responsible for advisory & staffing practice and overall sales and marketing efforts. • From a startup, grew sales to over $16 million annually in just three years.• Achieved a substantial Fortune 100 client base.• Engagements include:- Built a recruiting network that supports several top tier strategy and management consulting firms- Developed new consulting division for top tier strategy firm and recruited senior managers and consulting staff - Developed Latin America organizational structure and recruited senior management team in Brazil, Chile - Developed retail / wealth management business and product strategy for a large technology firm- Implemented strategy for retirement focused asset manager. $4 million in annual vendor savings- Developed capital markets, asset management and asset servicing strategy for large technology firm- Developed organization structure, valuation and vendor management processes for a large hedge fund
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Independent Board Member/Director - Principal FundsPrincipal Financial Group 2020 - PresentUnited StatesMutual fund board that oversees over $100 billion in mutual fund and ETF assets. Over 126 funds across multiple asset classes and strategies. International and domestic fund offerings.• Chair of the Operations Committee • Member of the 15c Committee• Focus on investment process & performance, trading, distribution, operations and 3rd party vendors• Deep knowledge of the 1940 Act; The Asset Management Industry and Securities Services -
Senior Managing DirectorTiaa-Cref Asset Management Nov 2004 - Nov 2010Responsible for the profitability of existing products, development of new products, strategic planning, investment strategy team, and investment reporting for TIAA-CREF’s asset management division. Member of TIAA-CREF Life Insurance company board of directors• Managed a 51-person organization including 5 managing directors. $30M annual operating budget• Restructured TIAA-CREF mutual fund business, capturing more than $10M in annual savings. • Launched 11 new traditional asset class products to support growing assets under management for institutional investors, pension participants, and high-net-worth and retail investors. Re-launched CDO business. Closed $1 billion dollar CDO transaction• Created highly effective investment strategy program and team. The team’s web-based research and commentary generated over 10,000 hits per month• Member of TIAA Life Insurance Board: 2006 to 2009• Developed an alternatives product line that included the launch of a value-added real estate fund, a private equity fund, active extension funds and the design of timber and agriculture products• Developed long-term retirement business strategy, Retirement 21. Led the design of a collective investment trust based target date fund that included allocations to real estate and private equity -
First Vice PresidentMellon Financial Apr 2002 - Nov 2004Business executive responsible for sales to asset managers, hedge funds, mutual funds, and broker dealers• Restructured unit. Formed 4 territories, identified 1589 target universe. Narrowed focus to 59 high value prospects. Generated approximately $5 million in revenue year 1. Built $10 million sales pipeline• Increased sales calling efforts by over 50%. 175 qualified calls in 2004 Increased market visibility. Averaged 3 press interviews per month. Sponsored 9 conferences. 30 firms contacted per event -
Global Head, Managed Funds ProductsCiti 2000 - 2002Developed and global business strategy and products to increase revenues. Managed a $100 million business spanning three continents and nearly 200 relationships. • Lead development of client relationships in the US, UK, Italy, Germany and France• Managed team of 30 located around the world. Over 100 globally located indirect reports • Identified a $26 billion opportunity in fees and services related to global money management• Implemented a 3 year strategy to increase revenue by $260 million. Focused on diversification of client base and growth in key European countries • Responsible for North America deal review and approval of proposals, including deal structure, pricing and contract negotiations -
Global Co-Head Product DevelopmentMorgan Stanley Investment Management Jan 1999 - Sep 2000Over an 18 month period, enhanced distribution and built revenues by cross selling to institutional investors, intermediaries, high net-worth individuals and retail investors. Chair person product governance and new business executive committees. Managed integration of legacy mutual fund families and wealth management investment units. Supported lift-out of Alternative Investment Partners team to deliver private equity and hedge fund of fund product capabilities. Implemented a growth approach focused on alternative asset classes, global expansion and alternative distribution channels. -
Vice PresidentJp Morgan Chase 1994 - 1999Product management and strategy role which included a great deal of client contact and sales experience.Globally responsible for the Global Custody product. Managed direct and indirect reports in the USA, Britain and Asia. Repositioned global custody and Proxy products. Increased profitability by increasing share of wallet with top clients by over 30% while reducing costs. Led various initiatives to expand the product set including the addition of Global Proxy capabilities, short term investment management products and enhanced client reporting. Led strategic planning process, and efforts to acquire capabilities through industry initiatives, alliances, and joint ventures. In addition managed $ 100 million dollar annual strategic / capital budget process. -
Vice PresidentCitibank 1992 - 1994
Padel Lattimer Education Details
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Finance -
Economics
Frequently Asked Questions about Padel Lattimer
What company does Padel Lattimer work for?
Padel Lattimer works for Tba Management Consulting
What is Padel Lattimer's role at the current company?
Padel Lattimer's current role is CEO at TBA Management Consulting, Board Member, Committee Chair - Investment Management | Regulatory Expertise • Global Business Development • Digital Transformation | Experienced GM who has successfully scaled startups.
What schools did Padel Lattimer attend?
Padel Lattimer attended Columbia Business School, Columbia University.
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Padel Lattimer
United States
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