Brian has over 15 years experience in leading, mobilizing, and implementing large scale technology, business, and operational transformation programs. He has a successful track record for delivering global transformation, mergers & acquisitions transactions, technology implementations and conversions, strategic changes, and operational improvements across business, operations, and technology streams. Brian is a strategy, process, and delivery expert and has supported numerous implementations, conversions, and integrations across the full transition lifecycle. He developed IM2’s Toolkit and Delivery Approach. Previously, Brian worked as a consultant at PwC and graduated from the University of Maryland with a B.S. in Business Management and International Economics.
Bob Caruso, Senior Advisor
A strategic financial services executive with over 30 years experience in managing diverse business and technical solutions for global financial services clients, Bob is recognized as an industry expert in global securities processing. He has lead strategic reviews, workflow analysis, systems conversions, implementations, cost basis and tax reporting initiatives and is well versed in Broadridge’s suite of products. Previously, Mr. Caruso was President of HAI Systems a provider of global enterprise level financial processing solutions where he managed the design, development and implementation of HAI’s suite of global market, multi-currency securities processing systems including International Securities processing solutions, International Money Market trading, Managed Investments, Defined Contributions and Mutual Fund Processing. Bob has a successfully record for delivering products and services at clients such as UBS, Bank of America, Merrill Lynch, US Trust, HSBC, RBC Capital Markets, Scotia Capital, Bank of Montreal, Credit Agricole, and Quick & Reilly.