Citisoft People | Investment Management Consulting
Global Chief Executive Officer
"The profiles of the resources our firm employs includes seasoned professionals that want to work with us because they enjoy challenges and the associated responsibilities inherent with their specific role. We may be a small company, but we service our clients better than the big firms because of our single focus on their business. Our top priority will always be our clients and the results we achieve for them."
Paul has over 28 year's experience providing investment management systems and operations services to leading firms, including investment managers, mutual fund complexes, insurance companies, and trust companies. Prior to joining Citisoft, Paul was a Partner with IBM Global Business Services and PricewaterhouseCoopers and was responsible for the US Investment Management practice. Paul has extensive business and systems expertise in trading, portfolio management, investment accounting, compliance, performance measurement, and financial reporting.
Global Chief Operating Officer
"Growth is what drives my competitive juices. It is what gets me out of bed in the morning. I do keep score. I hate losing. I love to win, especially when it's over one of the pretenders to the Citisoft throne."
"Screw the hoodies and flip-flops; come work for Citisoft!"
Tom Secaur was a co-founder of The Rowan Group, a boutique investment management consulting firm, and joined Citisoft through their merger with Citisoft in 2002. Tom has amassed extremely deep knowledge of both front and middle office processing, analytical applications, client reporting tools and how they are leveraged within the global financial services industry. Prior to The Rowan Group, Tom worked for over eight years at Thomson Financial, successfully managing several of Thomson's largest and most complex portfolio management system implementations.
"I believe we are on the cusp of some major changes across our industry. It is increasingly important for firms to seek out new and challenging external views and to question their value proposition and modes of operation. The inevitable turmoil will create big opportunities for firms that are agile and ambitious; those with staid resources and attitudes will increasingly be left behind."
Steve brings with him over 30 year's experience in the investment management industry. He provides a blend of business understanding combined with an extensive knowledge of the technology and software landscape along and in depth understanding of the services sector. Prior to joining Citisoft Steve was one of the team that created Rhyme Systems following a management buy-out from Misys PLC, successfully restructuring the business into a leading software and services company. Prior to Rhyme, Steve held senior positions at Thomson Reuters, Extel Financial and Datastream.
"The needs of our clients are complex and require hard work. We are here to take some of the pressure off our clients shoulders, be strategic thinkers, support execution, and above all be a partner with shared ownership and accountability. The reward comes in the form of our clients success, the role we play in helping them reach their business goals, and our shared growth and improvement."
David Bates is a Citisoft Principal with over 16 year's experience servicing the investment management industry. David has extensive experience delivering operational and technology strategies, developing and managing complex transformation initiatives at leading global mutual fund complexes, institutional money managers, hedge funds and insurance firms. David's expertise spans the front, middle, and back offices including portfolio management, order management, trade processing, investment accounting, outsourcing, counterparty risk management, compliance, performance, client service, and enterprise data management. David began his consulting career in the US Investment Management Practice at PricewaterhouseCoopers. Prior to PwC, David held several roles at First Data/PFPC.
"Building lasting relationships with our clients and prospects is truly what I enjoy most about professional services. Here at Citisoft we take pride in the way we connect with our clients and we are energized as a firm at the prospect of partnering with them to provide practical solutions to their business and technology issues."
Peter O'Toole is a Citisoft Principal with over 20 year's consulting and industry expertise. In his role, Peter is responsible for all aspects of Citisoft's client engagements, including developing new business relationships, advising clients, and crafting solutions to resolve our industry's current challenges. Peter joins Citisoft from Ernst & Young, where he was a partner in the Financial Services and Investment Management practice with the primary responsibility of leading audit and advisory client relationships. Peter's achievement has come as a result of his extensive knowledge of operations, accounting, and financial reporting of all flavors of investment products and their service providers, including mutual funds, hedge funds, common and collective trust funds, managed separate accounts, investment advisors, and transfer agents.
“Our staff is driven to give our best effort, ideas and creativity to our clients, every day. We have no product other than our people and our collective experiences and that is a very energizing for us. The industry is constantly in flux and our clients need our best every day. Our staff always rises to meet that challenge.”
Ben Keeler is a Managing Director with over 20 years of experience consulting, developing research and providing client service for the investment management industry. In his leadership role, Ben supports the advisory needs of Citisoft’s global client base and is responsible for growing the global consulting practice. Ben is an experienced program and client relationship manager and is a recognized industry leader on topics including technology strategy, operating models, investment operations outsourcing and data management.
Colleen has over 27 years of experience transforming the industry’s largest global investment managers and service providers. Colleen has a wealth of IT project management and operations knowledge. Colleen has a record of excellence in program and complex project management of system selections, development and implementation for trading, investment accounting, performance, tax reporting and data warehouses working with IT, operations and investment personnel.
"Years ago, I told my employer my job was to keep his promises to our clients. Today, that still holds true. At Citisoft, we help our clients to define their strategic direction and then work with them to achieve their vision by transforming their businesses and systems to align with their long term goals. I am proud of the work that we do each day and the seasoned professionals at Citisoft. We know how to drive toward and achieve success."
DirectorMy first job was:Working in a metal foundryMy work experience includes:Front & Middle Office, Data ManagementMost people don't guess that I:Was a scuba diver in the NavyFavorite city I've done a project in:SydneyMy first car was a:1973 Jeep CJ-7My domains of focus include:Trading, Trade Processing, Portfolio & Data Management
DirectorMy first job was:Grill Cook at Marshfield FairMy work experience includes:Investment Operations Management & many advisory engagementsMost people don't guess that I:Was a Junior Cribbage ChampionEducation:Holy Cross & FW Olin School at Babson CollegeMy domains of focus include:Outsourcing, Business Intelligence & Data Delivery
DirectorMy first job was:Customer Service at BradleesMy work experience includes:Trust & Custody Operations, Outsourcing, System IntegrationsMost people don't guess that I:Was a college cheerleaderMy first car was a:1989 Chevy S-10 PickupMy domains of focus include:Investment Accounting, Outsourcing
DirectorMy first job was:Building casketsMy work experience includes:Middle and Back Office transformations, Data Management and Data Delivery initiativesMost people don't guess that I:Have visited all but 4 of the 50 statesMy first car was a:1967 Dodge DartMy domains of focus include:Business Intelligence & Data Delivery, Outsourcing
DirectorMy work experience includes:Middle Office Outsourcing Engagements and Operational RedesignMost people don’t guess that I:Drove a taxi in MauiA favorite city you’ve done a project in:IrvineMy first car was a:1988 Nissan Station WagonMy domains of focus include:Collateral Management and Investment Accounting
Principal ConsultantMy first job was:Parking Lot SweeperMy work experience includes:Multiple implementations and process redesignsEducation:University of MichiganFavorite city I've done a project in:Irvine, CAMy domains of focus include:Data Governance, Compliance & Risk
Principal ConsultantMy first job was:Milk roundMy work experience includes:Middle/Back Office, Data Management, Performance and Client ReportingEducation:North Staffs PolyFavorite city I've done a project in:Hong KongMy first car was a:MotorbikeMy domains of focus include:Client Reporting & Data Management
Principal ConsultantMy first job was:Pizza Hut roof painterMy work experience includes:Strategy, Evaluations & Selections, Alternative Investments OperationsEducation:Boston College MBA, Holy Cross BAMy first car was a:1970 AM General Postal TruckMy domains of focus include:Risk Management, Compliance
Principal ConsultantMy first job was:Mike’s Landscaping – raking rocks and laying lawnsMost people don't guess that I:Related to Will Smith the actorEducation:Brown University (BS)/ Emory University (MBA)A favorite city you’ve done a project in:Sandton, South AfricaMy domains of focus include:Trade Processing and Data Management
Principal ConsultantMy first job was:Paperboy for 2 weeks (then quit when it rained)My work experience includes:Program/Project Management, Large-scale Strategic Initiatives, IT Strategy, Vendor SelectionsMost people don't guess that I:Got my 15 minutes of fame on MTVEducation:MBA – Northeastern University, BS Computer Science – UMass Amherst
Principal ConsultantMy first job was:Cold calling for a stockbrokerMy work experience includes:Strategy, Evaluations & Selections, and DeliveryMost people don't guess that I:Can skipper a sailboatMy first car was a:Daewoo LanosMy domains of focus include:Data Architecture, Client Reporting, Business Intelligence & Data Delivery
Principal ConsultantMy first job was:Paperboy for the Boston Globe covering my hometown of Watertown, MAMost people don't guess that I:Have run the Boston Marathon three times (once unintentionally)A favorite city you’ve done a project in:Tokyo, JapanMy first car was a:1977 Dodge AspenMy domains of focus include:Performance Attribution & Data Management
Principal ConsultantMy work experience includes:Strategic Delivery Engagements, Evaluation Selection, system implementationsFavorite city I've done a project in:New YorkMy first car was a:VW JettaMost people don't guess that I:Was an Army brat and lived in Korea for 2 yearsMy domains of focus include:Outsourcing, Client Reporting
Principal ConsultantMy first job was:City of Buffalo Parks DepartmentMy work experience includes:Post-trade processing system integrationEducation:Syracuse UMy first car was a:VW Rabbit DieselMy domains of focus include:Trade Processing, Data Management, Outsourcing
Senior ConsultantMy first job was:Working in a nice restaurantMost people don't guess that I:Grew up in a household that restored classic British cars and I am an Eagle ScoutEducation:Penn State UniversityA favorite city you’ve done a project in:Los AngelesMy domains of focus include:Reference Data Management, Portfolio Accounting, and Middle and Back Office Operating Model redesigns
Senior ConsultantMy first job was:Long John's SilversMy work experience includes:Multiple Middle Office Outsourcing engagementsMost people don't guess that I:Am an Eagles fan born in TexasEducation:University of PennsylvaniaMy domains of focus include:Data Management and Outsourcing
Senior ConsultantMy first job was:Paper RoundMy work experience includes:Designing & developing Wealth Management SystemsFavorite city I've done a project in:DublinMy first car was a:Ford Cortina Mk IMy domains of focus include:Wealth Management, Private Banking, Trust & Corporate Administration, Investment Management
Senior ConsultantMy first job was:LifeguardMost people don't guess that I:Graduated college at 19Education:Geneseo B.S. Oxford, American University Rome Study abroadA favorite city you’ve done a project in:Manchester, UKMy first car was a:Purple Pontiac Grand AmMy domains of focus include:Trade Processing mgmt. and Outsourcing
Senior ConsultantMy first job was:Minot Light Inn DishwasherMy work experience includes:Middle Office OutsourcingMost people don't guess that I:Grew up in Holland, New Zealand and New JerseyEducation:TuftsMy first car was a:Jeep Cherokee (manual 5-speed)My domains of focus include:Outsourcing and Trade Processing Support
Senior ConsultantMy first job was:Assistant Retail Manager at BIN 36Most people don't guess that I:Am a Certified Integrative Nutrition Health CoachFavorite city I've done a project in:Madison, WIMy first car was a:Mustang ConvertibleMy domains of focus include:Portfolio Management, Investment Accounting, and Client Reporting
Senior ConsultantMy first job was:Collecting trolleys in the car park of TescoMy work experience includes:Client Reporting, Data Management, Compliance Reporting, Portfolio ModellingEducation:Degree in Software EngineeringFavorite city I've done a project in:TokyoMy first car was a:Ford Sierra, 5 doorMy domains of focus include:Data Management, System Design
Senior ConsultantMy first job was:Process Engineer at Polyester PlantMy work experience includes:Outsourcing, System Implementation, Middle and Back Office, Project ManagementMost people don't guess that I:Grew up in IndiaMy first car was a:Honda CivicMy domains of focus include:Performance Measurement, Portfolio Accounting, Client Reporting , Data Management
Senior ConsultantMy work experience includes:Front, Middle and Back Office ImplementationsMost people don't guess that I:Am not that youngEducation:Northeastern UniversityFavorite city I've done a project in:San DiegoMy first car was a:Honda AccordMy domains of focus include:Trading, Data Management
ConsultantMy first job was:Umpire - Pee Wee BaseballMy work experience includes:Outsourcing, Middle and Back Office, Project ManagementEducation:Allegheny CollegeMy first car was a:Chevy BerettaMy domains of focus include:Outsourcing and Trade Processing Support