3c advisory - an introduction
TRANSCRIPT
Who
3C AdvisoryControl • Capacity • Cost
WhatClick through to learn
more about.
Financial Services - Infrastructure & Clients
Operations
Business Development
Client Facing
Equities Fixed Income
PrimeBrokerage
Transaction Services
IT Development
PrivateBanking
Each year the demands on the infrastructure side of our business are the same:
“The same for less, or more for the same”
He with the best process wins
Delivering the best process means aligning the holy trinity of Control, Capacity & Cost
Capacity
Process ProceduresSystems= +
Control
Cost
Olaf Ransome - 22 Years in financial services
91 93 95 97 99 01 03 05 07 09
Internship
Salomon Brothers
8987
Analyst
Sr. Ops Analyst
Vice President
Director
3C AdvisoryControl • Capacity • Cost
Director
Over 22 Years Broad Experience in Financial Services
2 ½ 6 ¼Investment Banking
Operations
1 ½Client Services
1 ½Operational Risk
2Operations IT Change
5 ½Transaction Services
3 ½Prime Brokerage
Total 2 ½ 9 ¼ 9
1Consulting ½
1 ½ 22 ¼
Salomon
Goldman
Credit Suisse
3C Advisory
PrivateConsulting ½
Broad Skill Set & Experience Base
AcademicsBA, Marketing, Finance
Investment BankingOperations / Prime Brokerage
Transaction BankingProduct Development / Client Facing
Multi-country experience
Change Management
Static & Reference Data
Global Network
Ability to Execute
Analytics & Communication
Skills Experience
Understanding & Implementing Technology
Private BankingStart-up / Margin Lending
Contact us at: +41 44 887 63 08
3C AdvisoryControl • Capacity • Cost
www.3CAdvisory.com
© 3C Advisory LLC, Switzerland
Acknowledgment: The presentation style here is based on some original ideas from a very smart guy from Axiom One, Jan Schultink (see: http://axiom.co.il/)