Managing Director and Practice Lead for International
Patrick brings two decades of Operational Change and Consulting
experience that has provided the operational intelligence firms need to transform their businesses.
Patrick oversees the management of team-based, strategic, tactical and Regtech Consulting initiatives.
His collaborations with business, operations and technology stakeholders have driven Operational, Technical and Regulatory Consulting initiatives across multiple jurisdictions.
With Broadridge Consulting Services, his contributions have empowered a wide range of foreign and U.S. multinational investment banks and asset managers to accelerate innovation to achieve end-to-end strategies and sales growth.
Vice President, Broadridge Consulting Services Delivery Practice
A change management expert with 30 years of Operations Consulting
experience, David has led technology transformation efforts for scores of financial businesses.
He applies his expertise toward solving complex operational and Regtech Consulting
challenges and spearheading Broadridge Consulting
efforts in the successful integration of systems and business processes.
A professional in best practices for global securities clearance and settlement processes, David is proficient in financial services data migration and translation. Proficient with complex program deliveries across people and technology, David optimizes management efforts across integrated multi-platform, multi-vendor service suites.
Managing Director and Finance Solutions Practice Lead
A results-driven leader with more than 20 years of experience in accounting, risk management and Financial Services Regulatory Consulting
, Robert develops processes for streamlining operations to optimize efficiencies and minimize risk.
Committed to helping clients find a faster path to their digital transformation, Robert is a proven team player who draws upon his Broadridge Consulting
colleagues for additional perspective and insights.
Robert is adept at balancing strategic objectives with quantifiable results. Through his expertise in Capital Markets Consulting
, he empowers those wealth management and asset management clients looking to apply next-generation technologies to their business models.
With over two decades of experience in Fintech Consulting and Professional Services
, Vinayak has undertaken leadership roles in driving technology and digital transformation of numerous global financial institutions.
Vinayak’s primary focus in Banking, Capital Markets and Wealth consulting have resulted in solving business critical challenges for global financial institutions in North America, EMEA and APAC region.
Vinayak’s deep expertise in next-generation technology consulting, driving innovation, automating operations, and building high-performance teams for global delivery has resulted in maximizing both firm revenues and profitability.
Managing Director and Practice Lead for Advisory
Andrew has nearly 30 years of combined consulting and industry experience in the financial services sector, with a primary focus on Banking and Capital Markets. He is a strong leader who has established the creation of Capital Markets Practices in UK and Asia. This experience helped lead the way for his role as a Business Relationship Manager for all strategic multi-national accounts. Andrew has been instrumental in a variety of businesses, such as Resource Augmentation, Executive Solutions Practices, and Financial Control for all Cash Movements.
Managing Director and Practice Lead for Canada
Carol is the Canadian practice lead and brings over 16 years consulting expertise from many financial services firms around the globe. Carol has spearheaded many end-to-end transformational mandates optimizing technology stacks, business processes and multi-faceted client-facing experiences. She also has deep experience in ‘hands-on’ business/IT roles and interim management positions for financial services firms and vendors to the industry. Prior to joining Broadridge, she co-founded two consulting firms and has held various executive positions at financial services firms.
Managing Director and Practice Lead for Wealth Management
Jean has over 15 years of experience taking companies to the next level of growth and profitability. Within Financial Services and Wealth Management, Jean has executed large business transformation projects including digital strategy execution and the integration of corporate mergers/acquisitions. Additionally, Jean has driven strong investor adoption and loyalty through creation of investor and advisor portals, digital customer experiences, implementation of the service profit chain and the restructure of back-office processes and operations.
Head of Broadridge Consulting Services
Standing at the intersection of business, data and technology, Uday applies his Financial Services Consulting
expertise toward the strategic execution of operational programs designed for the digital transformation of global institutions.
He leads his Broadridge Consulting
team in addressing the challenges of the banking, asset servicing, and wealth management industries.
Sought out by the financial media and industry peers for his insights and opinions, Uday drives positive outcomes through data-derived strategies. His pioneering work in data collection measurements led to both reduced cycle time and improved decisioning.
Managing Director and Practice Lead for Communications and Customer Experience
Hundreds of companies worldwide have relied on Matt’s research-grounded expertise over the last 15 years for the success of their omnichannel communications initiatives.
Matt and his colleagues at Broadridge Consulting Services
have a proven track record for improving client experiences through strategic, more holistic communications approaches. From evaluating a company’s ecosystem to recommending best practices, Matt offers a unique degree of insight to those clients who are looking to optimize their communications strategy, as well as measure their program’s strategic effectiveness.
Matt also hosts the popular Reimagining Communications
podcast, where he interviews industry peers on emerging communications trends and best practices.
Managing Director and Practice Lead for Communications and Customer Experience.
Joseph has broad experience in product innovation and development, leading large scale strategic technology projects and developing industry transforming communication channels. During his career he has started and led business units, a technology innovation lab, and had various leading roles in strategic planning and development. Joseph’s ventures have led to joint ventures, partnerships and reseller agreements with major multi-national companies, boutique vendors and securities clearing companies.