Consulting

Operations

CDO Consulting provides support to investment firms looking to improve accuracy, efficiency and services to their clients in a number of areas:

  • Reporting

  • Data management

  • Operational risk reviews

Risk Management

I have extensive experience with portfolio risk, operational risk and regulatory risk.  CDO Consulting provides a range of risk-related services:

  • One-time risk reviews

  • On-going risk reporting

  • Risk policy and reporting design