Capabilities
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Chief Executive Officer. Paul has 30 years of experience providing investment management systems and operations consulting services to investment management firms, mutual fund complexes, and insurance companies. He has extensive business and systems expertise in portfolio management, investment accounting, fund accounting, and financial reporting. Prior to joining Citisoft, Paul was a partner in IBM’s US Investment Management Practice.
Paul provides strategic, systems, and operations services to the world’s leading investment management companies. Prior to joining Citisoft, he was the lead partner with PwC Consulting (IBM Global Business Services) and was responsible for its US Investment Management practice. Paul has extensive business and systems expertise in all areas of asset management operations and still participates in many of Citisoft’s strategic engagements as a subject matter expert and client relationship partner. He is actively involved in industry conferences and is called upon as a thought leader to provide general trends and perspectives on the current state of the investment management industry.
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