ENGAGEMENT TEAMS

Employing a network of proven experts, entrepreneurs, and strategic companies, each with first-hand experience solving the complexities of financial services companies that effect its people, processes and technology.

 

DNA professionals provide clients the choice to access top-tier operations, technology,
sales and infrastructure expertise.

 

Services range from engagement-based (“High-Value”) consulting, Co-Sourced, or Out-Sourced models

Solution Sales Advisors provide a window into other companies who can solve problems for our clients

Engagements are completed by a bespoke, collaborative team, managed by a dedicated
Project Manager and overseen by DNA senior management

DNA provides a clear, transparent roadmap for the provision of deliverables and budget

“Best of breed” cooperative companies that provide complementary technical skill and services, strategic introductions for clients and thought leadership for our consulting practice.

Prime Brokerage and execution services

Fund Administration

Data Integration Technology

Capital Development – Debt/Equity

Securities Lending & Financing

AI/Market Analytics

Blockchain applications

Recruiting

Compliance solutions

CORE CONSULTANTS

Core Consultants have the experience in a variety of disciplines and are equipped to provide consulting services at every level where appropriate.

C- Suite for Alternatives, Asset Managers, Banks/Broker Dealers

Solution Sales Advisors

Operations Managers/Staff

Controllers

Accounting

Legal & Compliance

Marketing & Branding

Project Management

Capital Raising

COOPERATIVE COMPANIES

CLIENTS