Latest Engagements

Leading several clients in support of their Volcker 2.0 programs, we assisted with decommissioning Volcker risk metrics, covered funds, and compliance and conduct risk.  

Oversaw change management initiatives between IT, business units and compliance, and facilitated consensus from impacted business lines to define project plan and timeline objectives.  Provided support in the execution of changes to clients’ Volcker trading desk, risk metrics, policies and procedures, conduct risk, and systems modifications. Built detailed requirements and documentation, updated procedures and policies, and created the functional requirements for system changes with our team of project managers, business analysts, business system analysts, and developers.