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Our senior executives have accomplished numerous high level strategic marketing, product development, revenue initiatives
for the following firms:
FT Interactive Data Reuters InvestorTools
EDGAR Online American Capital Access Salomon Smith Barney
Ruesch International JJ Kenney ICR Network
Nomura Corp. Research & Asset Management Thomson Financial Services/Omgeo Currenex
Lewtan Technologies SNL Financial Fortis Investments
Collateralized Debt Obligations (CDOs)
• Developed in-house analytics, databases and user interface to support issuance and management
  of CDOs.
• Produced Market Requirements Specification, Product Functional Specification, product prototype and
  regression tests
• Managed product release
End-of-Day Security Valuation at Mutual Funds
• Evaluated joint venture to deliver dealer prices to mutual funds for end-of-day valuations
• Conducted extensive market research to determine revenue potential and product demand
• Identified previously unknown demand for new product
Credit Analysis and Data Requirements for Equity Analysts
• Quantified revenue opportunity and established requirements for new product targeted at the bank analyst community
• Identified competitor that dominated client’s target market and was pursuing client’s core customers
Sarbanes-Oxley Compliance for Mutual Funds
• Prototyped new product concept and validated demand among Chief Compliance Officers, Portfolio
  Managers, Risk Managers and Fund Administrators across fixed-income mutual funds
• Estimated revenue potential and market demand
Credit Analysis for Fixed-Income Investors
• Identified data and analytics requirements of corporate credit analysts and risk managers
• Evaluated market demand among taxable fixed-income credit analysts and risk managers for crossover
  analytics package originally targeted at municipal credit analysts
On-line Foreign Exchange and Cross Border Payments
• Validated internet product initiative across key market segments of Treasury workstation companies,
  foreign exchange dealers and commercial banks


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