Steve Anderson has extensive experience in leadership roles within the Financial Services Industry in both insurance companies and independent broker-dealers, with a talent for consistently surpassing company goals and expectations on profitability, customer service, relationship management and building rapport between the field and back office. Steve has experience in combining firms through acquisition and mergers… READ MORE
Monica is a Project Management and Business Analyst professional who has been a part of the Financial Industry for nearly 15 years. As a seasoned member of the Wachovia Securities/First Clearing Corporation Correspondent Conversion Team, her primary responsibility was leading the full integration for new correspondent business. Working with all levels of associates across multiple divisions and correspondent firms, she has managed the entire scope of conversion projects including systems configuration and data analysis. Monica has solid working knowledge of many operational areas across the brokerage business and strong experience in identifying and implementing process and workflow improvements and efficiencies.
Pete Bowman has extensive executive and management experience advising on brokerage platform and correspondent clearing alternatives and serves as Oyster’s Managing Director of Strategic Platform Services.
Marcia joined Oyster Consulting as an Accounting Assistant after a varied career specializing in accounting, small business management and customer service. Marcia has a B.A. from the University of Richmond. Expertise Account reconciliation Account billing and claims Budget preparation and management Vendor relations Payroll processing Corporate bank statement reconciliations Customer service Software: MicroSoft Office Suite… READ MORE
Molly brings over 25 years of experience in the financial services industry to her relationship manager role. Prior to joining Oyster, Molly was a Senior Vice President-Director of Client Services with First Clearing Correspondent Services, an affiliate of Wells Fargo & Company.
Tim has spent 10 years in the financial services industry, with a focus on project management, cybersecurity, data analysis, and compliance. Tim’s experience includes project management support for clearing platform conversions, cybersecurity assessments, branch reviews, GDPR assessments, and providing compliance support to broker-dealers and investment advisors.
With a successful career in technology systems development, Jeff’s range of experience has given him solid foundation of business operations know-how and an understanding of what is required to successfully deliver technology solutions. Jeff worked for over 15 years at SunGard, most of that time as VP of Technology and CTO. Jeff currently is CEO… READ MORE