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
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Solution Sales Advisors provide a window into other companies who can solve problems for our clients
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Engagements are completed by a bespoke, collaborative team, managed by a dedicated
Project Manager and overseen by DNA senior management
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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
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Fund Administration
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Data Integration Technology
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Capital Development – Debt/Equity
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Securities Lending & Financing
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AI/Market Analytics
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Blockchain applications
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Recruiting
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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
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Solution Sales Advisors
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Operations Managers/Staff
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Controllers
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Accounting
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Legal & Compliance
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Marketing & Branding
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Project Management
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Capital Raising
COOPERATIVE COMPANIES