Featured Consultants

Terry Claude

Terry is an IT, Trading and Operations Specialist with over twenty years of experience in large Investment Management firms. A detail-conscious, hard worker who has been a leader in large global implementations including trading and back office systems, she has extensive knowledge in all aspects of Investment and Wealth Management including compliance, accounting, marketing, portfolio management, and research analysis. Terry’s thorough understanding of brokerage operations allows her to identify process improvements in all her projects.

Specializations: Business Analysis, Testing, Operations Management, Trust Administration, High Net Worth Financial Planning, Portfolio Analysis

Michael Nguyen

Michael has over 20 years of experience in financial services on a variety of platforms for leading global institutions.  His skills as a developer have enabled him to lead large scale development on systems such as PORTIA, EDS Metaphase and Axiom among others.  He is very adept on building reporting systems.  He combines his thorough knowledge of portfolio management with his expertise in numerous platforms to understand functional requirements and deliver solutions that increase productivity.

Additionally, Michael is very experienced at upgrading and supporting a variety of integrated systems.  He has supported portfolio account systems and trading systems in complex environments.

Specializations: Implementations, Custom Development, Reporting

Daryl Browdy

Daryl is an IT specialist with over twenty years experience in the Financial Industry, specializing in implementing trading systems, back office systems, risk management, FIXML and market data.  He has an in-depth understanding of exchange-traded derivatives and investment vehicles and understands the clearing process as well as regulatory and reporting issues related to clearing operations. He specializes in process improvement and has helped firms with buy vs. build decisions for trading and operations systems. He has been instrumental in leading projects involving global implementation of front, middle and backend systems for large brokerage and investment firms.  Daryl also has 15 years experience in software development, with hands-on development skills and has a solid understanding of development methodologies such as Agile.

Specializations: Trading system design and implementation, process improvement, Business Analysis, User Acceptance Testing, IT Project Management, Clearinghouse Operations, derivatives

Mark Bredesen

Mark is a versatile and skilled project manager and business analyst with more than ten (10+) years experience in investing banking and asset management firms in NYC and Boston.  He has a particular focus on developing complex fixed income analytics and data warehouse solutions. By leveraging his expertise with fixed income analytic systems such as Yield Book and POINT, Mark is able to quickly demonstrate results and add value in intricate, challenging situations.  He is also highly proficient at working across multiple departments within the firm to gather requirements and to define effective and efficient solutions to complicated investment management problems.

Specializations: Fixed Income Analytics, Project Management, Data Warehousing, Portfolio Construction and Optimization, Risk Management + Hedging

Bob HartzlerBobHartzler

Bob has 30 years of technical recruiting experience, having learned the profession as a headhunter for a national search firm for 14 years. He has worked for both large multinational companies and small local start-ups. As a former developer, he can assess a candidate’s technical qualifications as well as their industry experience. He has read more than 25,000 resumes and interviewed more than 3000 people personally.

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