Managing Director and Practice Lead for EMEA & APAC
Pat has over 20 years of experience in consulting and the program management of strategic, tactical and regulatory change initiatives within foreign and U.S. multinational investment banks and asset managers. Prior to joining Broadridge, Pat was a MiFID II Program Manager at Janus Henderson Investors. He also served as Executive Director for Goldman Sachs in both London and New York, senior project manager for regulatory change in Credit Suisse, and as a financial services management consultant in Deloitte.
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.
Vice President and
Practice Lead for Asset Management
Over the course of 20-plus years, Mike has collaborated with many of the world’s largest asset managers to develop the Next-Gen operating models they needed to help achieve their modernization goals. Mike guides client teams toward the creation of innovative solutions, putting the levers of process design, outsourcing models, technology, and human capital to work.
Part of Broadridge Consulting Services’ deep talent pool, Mike applies this domain expertise to solving some of the financial industry’s most complex challenges regarding operations innovation and execution, technology acceleration and enterprise-wide data transformation.
Managing Director and Practice Lead for Finance
Bob has more than 20 years of finance and regulatory reporting experience in the financial services industry. Using his deep understanding of finance, project, and program management, he has developed cutting-edge processes for streamlining operations, increasing efficiency, and minimizing risk. He facilitates positive change through an in-depth understanding of Capital Markets in Finance and Operations. Bob creates a work environment conducive to teamwork, open communication, and cooperation toward a common goal; able to balance strategic objectives while meeting the needs of employees.
Vice President, Emerging Technology at Broadridge Consulting Services
Through more than 15 years of executive experience advising senior clients as a management consultant, Ariel has steadily honed his specialized skills in emerging technology to guide firms through large-scale business transformations.
Focusing primarily on applying Distributed Ledger Technology (DLT), cryptocurrency, and data analytics solutions, Ariel applies his knowledge across the buy-side and sell-side ecosystem. To overcome their initial tech reluctance, Ariel believes firms should start small and scale quickly to make their tech adaptations impactful, controllable and practical.
For more than 14 years, Saurabh has applied his professional strengths to empowering banks, capital markets, and asset management firms to address the technology challenges that stand between their ROI today and tomorrow’s profits.
His toolbox of skills includes many qualitative and quantitative techniques needed to drive process improvement, technology acceleration, acquisition integration, and regulatory readiness, such as six sigma lean business excellence, stakeholder management, and PRINCE2 project management.
With his extensive project track record in the U.S., Europe, and Asia, he also brings a unique cross-practice, cultural perspective to Broadridge Consulting Services that optimize the transformational initiatives
of global firms in intelligent, innovative, and scalable ways.
Director for EMEA
With his 15 years of change leadership experience, Allan delivers operational intelligence to those firms looking to optimize their post-trade banking and financial services capabilities.
Allan specializes in operational transformation
, regulatory change management, and post-trade efficiencies for cross-asset class derivatives and cash securities. He is an expert in analyzing and testing business and technology requirements, risk and control assessments, data analysis, and remediation.
As a member of Broadridge Consulting Services, he applies his proven expertise to the design and delivery of large, complex implementation programs for international investment and corporate banking firms that require best-in-class industry standards and transformational frameworks.
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 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.
Senior Director, Broadridge Consulting Services
For more than 25 years, financial firms have turned to Mike for his expertise in business transformation and model expansion. He provides extensive insights into emerging technologies and trends such as digitizing operations; hyper-personalization of customer communications; Environmental, Social and Corporate Governance (ESG) and enablement of Artificial Intelligence (AI) and Machine Learning (ML).
With a background in investment performance measurement, securities processing and operational best practices, Mike’s skill set is an especially good fit for both buy-side and sell-side firms that need to accelerate their pace of innovation.
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
Matt brings expertise and research for their current and future omni-channel communication initiatives. He brings invaluable market research and consulting expertise to clients relative to benchmarking, as well as for communications strategy, design and execution across print and digital channels. Prior to joining Broadridge, Matt spent more than a decade at Keypoint Intelligence – InfoTrends, where he was a member of the senior management team with global responsibility for business development and customer communications advisory services.
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.