actualize consulting overview

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Our Expertise and Commitment – Driving your Success Actualize Consulting Overview Actualize Consulting Overview Offices in Boston, New York and Northern VA Offices in Boston, New York and Northern VA

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Page 1: Actualize Consulting Overview

Our Expertise and Commitment – Driving your Success

Actualize Consulting OverviewActualize Consulting Overview

Offices in Boston, New York and Northern VAOffices in Boston, New York and Northern VA

Page 2: Actualize Consulting Overview

Overview

Overview Actualize Consulting

Focused on financial services instruments

Actualize has a team of subject matter experts with the hands on experience providing risk and hedge analysis, pricing validation, valuation and accounting support for derivative products

Deliver complex treasury, finance and accounting project solutions

Seasoned consultants with Capital Markets experience across asset classes such as debt securities, mortgage securities, asset and derivatives

We have experience across multiple derivative asset classes including commodities, credit, foreign exchange and interest rate

Our resources have years of experience implementing solutions to provide greater flexibility to invest in and issue new product structures and enhance operational efficiencies

Extensive knowledge across the entire business spectrum Front office – Pre-trade Analytics and Trade Capture

Middle Office – Business Reporting, Pricing and Compliance

Back Office – Automated Reconciliation Matching and Data Integrity

Accounting – Accounting Standards Compliance and Financial Reporting

Page 3: Actualize Consulting Overview

Areas of Expertise

Areas of Expertise

Capital Markets (Risk Management, Portfolio Management, Fixed Income Investment, Financial Modeling)

Mortgage and Fixed Income Operations (Loan Origination, Secondary Marketing, Loan Servicing, Securitization and Re-Securitization)

Accounting and Financial Analysis

Asset Class Expertise (Derivatives, Funding, Mortgage, Mortgage Backed Securities, Asset Backed Securities)

Page 4: Actualize Consulting Overview

Services

Services

Business Process and Analysis Reengineering

Software Systems Evaluations and Implementations

Data Management

Reporting and Analytics

Risk Management Oversight

Valuation Review Services

Information Technology

Page 5: Actualize Consulting Overview

Contact Us

Contact Us

Your Name, Your Title, your [email protected]

Kerry Elam, Managing Director HR/Operations, 703-868-1506, [email protected]

Theresa Santoro, Manager HR/Operations, 860-778-6718, [email protected]