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Oyster Sponsors the SIFMA Ops & Tech Conference

May 7 - May 10

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Simplicity in a maze

Oyster Consulting will be a sponsor at the SIFMA Ops & Tech Conference May 7-10, 2018 in Phoenix, AZ.  In addition to having a booth in the exhibition hall, Oyster CEO Buddy Doyle and Directors Pete Bowman and Pete McAteer will be attending the conference.

Buddy Doyle is a founder and CEO of Oyster Consulting, LLC®. Buddy has been in the
securities industry for over 27 years. Since starting Oyster in late 2008, he has
concentrated on finding the best team of experienced industry practitioners to serve
our clients. In this time, the firm has grown from four to over 50 employees serving
over 420 clients in North America, the Caribbean and Europe. This team has over 1,000
years of combined experience in audit, compliance, finance, operations, technology, trading and strategic management consulting. Our team of industry professionals brings highly integrated industry knowledge and deep functional expertise to help our clients start, protect, run, and grow their businesses. In 2014, Oyster Consulting was named the Best North American Regulatory Advisory Firm by Hedgeweek’s 40,000 readers, and from 2014 – 2016 was a Wealth and Finance International’s award winner.

Pete Bowman has extensive executive and management experience advising on Brokerage Platform and Correspondent Clearing Alternatives. He began his career 35 years ago at Wheat, First Securities where he was a member of the “Management Fast Track Program”. Pete worked in all facets of Brokerage Operations and took on various supervisory and management positions. Ultimately he was appointed Director of Operations of First Clearing, the clearing arm and subsidiary of Wachovia Securities (now Wells Fargo Advisors). Pete expanded his career by joining the Correspondent Clearing Services division of Wachovia Securities as a Segment Director, where he oversaw top tier client relationship management and assumed numerous roles in Product Development and Sales. At Oyster, Pete created the Brokerage Clearing and Platform Advisory Services.

Pete McAteer has senior level management experience in coaching, consulting and leading large programs and operations teams; driving significant, impactful change management, process improvement and implementation efforts. He possesses a deep background with over 25 years of experience with Fortune 500 companies working in International Quality Manufacturing and Financial Services industries. Pete has spent the past 18 years in the financial services industry (brokerage and retail banking) in quality service delivery, program leadership, PMO governance and operations leadership roles. He has led complex organizational/operational integrations, change management and implementations, client service programs, regulatory responses/remediations and process improvement efforts. He has a proven track record of success serving as executive management consultant, Program Manager and PMO lead. Pete is especially skilled at building strong trusting relationships across all levels and functions across organizations.

Oyster Consulting has assembled a team of deep subject matter experts across a number of disciplines that work together to bring over 1,000 years of combined experience to our clients. Oyster develops our point of view by leveraging our team’s combined perspectives on finance, operations, trading, technology, risk, and industry regulation to help our clients define and achieve success.

To learn more about how Oyster can help your firm, complete our contact form or call us at (804) 965-5400 and one of your Relationship Managers will be happy to help you.