Robert Wolfe Email & Phone Number

Boston, MA, US

Boston, MA, US

Responsible for WAVE’s financial, administrative and compliance activities including running day-to-day operations, implementing enhanced and scalable business and compliance processes, and supporting the investment and portfolio management activities.

New York, NY, US

Providing strategic and tactical support for the development of a robust end-to-end venture/private equity market place that streamlines the connection of founders and investors while leveraging AI to provide new insights on a platform looking to transform the venture capital / early growth capital ecosystem.

Newton, Massachusetts, US

DelCam Holdings, LLC owns and operates unique metals and plastics manufacturing companies. Its objective is to improve the performance of each company, significantly increase revenues, and employ technological and operational best practices to create critical success factors within each company and the portfolio as a whole.

George Town, Grand Cayman, KY

Shaped the firm’s global private equity offerings and enhancing its service delivery to fund managers and their investors including creating an integrated go to market sales approach across legal, fiduciary and administration, implementing and rolling out new technology, training and operating model to support the firm's increased focus on the private.

New York, New York, US

Lead the integration of BISYS into Citi while continuing to expand the business footprint, including establishing offices in Luxembourg, Singapore, Dublin, and London, improving operating controls to drive lower errors rates (>1%) despite increased volume, rolling out new technology to support a tripling of revenues.

Developed the the strategy and operating model to enable the business to scale and become the leading fund administration service provider in the Private Equity market including doubling revenue, establishing near-shore and off-shore operations centers, implementing robust operating controls and annual testing, developing new technology, and consolidating.

Brookfield, Wisc., US

Lead the business development process for online and mobile government related payments and managed and lead the turned around of the firm's white labelled electronic tax payment services for banks.

• Built the Financial Services consulting practice by developing, selling and delivering strategic, revenue enhancement and process improvement engagements that deliver tangible benefits
• Transformed GE Capital’s bond insurance business, cutting operating costs by 45%, improving response times by 25%-50%, gaining market share in core business, and developing new businesses that generated over $100M in.
• Achieved a 95% increase in new corporate clients, 9% increase in loans, 6% increase in deposits, 44% increase in cash management fees, and improved mix of profitable (NIACC) customers within 12 months for the.
• Led the largest engagement in CSC's history involving the defining the IRS's modernization blueprint for the Commissioner and gaining approval from management, the Treasury, and the GAO, along with 7 consortium.
• Leading revenue producer with personal billing surpassed sales target by 200% and revenue targets by 430% and managed New York resources producing the highest billability (over 85%) and retention rates (over 95%).

New York, NY, US

• Delivered transformative insights and tangible benefits to C-level executives by providing strategic and operational recommendations that delivery bottom line value.
• Developed the investment banking strategy for the Vice Chairman of a major Canadian financial firm which was implemented to expand the business's US market share and product offerings.
• Realigned sales organization to meet customer opportunity, reducing costs to serve by 23% and increasing satisfactions scores by 14 points.
• Redesigned Fannie Mae's mortgage operations around risked based screening providing 48 hour approvals for over 60% of submissions, addressing interest exposure issues.

Master'S Degree, Management, Concentration In Finance, Marketing And Management Policy

Ba, Double Major In Mathematics And Economics

Professional Education, Artificial Intelligence / Machine Learning