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Oyster Consulting Sponsors Booth at 2019 SIFMA Operations Conference & Exhibition

May 6 - May 9

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Oyster Consulting is proud to sponsor a booth at the SIFMA Operations Conference & Exhibition in Boca Raton, Florida, May 6-9, 2019.  Oyster Consultants Pete Bowman,  Pete McAteer, MJ Phillips and David Williams will be attending the conference, and would love to learn about your firm and its operations/technology needs.  Or, stop by our booth and chat with our Relationship Manager.

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.

MJ Phillips has significant industry experience in operations and strategic planning, specifically process improvement, policy development and implementation, and financial data analysis and reporting.  Prior to joining Oyster, Mary Jane oversaw the management of client services operations for a national retail broker-dealer and clearing firm, including long-term administrative planning to ensure operating units were positioned to meet and exceed client needs and enhance revenue-generating capabilities.  She has successfully managed large teams, and transitioned departments through complex organizational changes involving staff size, client growth, and operational shift – focus from internal/in-house, front office servicing to external clearing for correspondent firms.

 

 

 

Venue

Boca Raton Resort and Club
501 East Camino Real
Boca Raton, FL 33432 United States
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