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Actualize Consulting Overview Linked In Wekelo


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Overview presentation for Actualize Consulting

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Actualize Consulting Overview Linked In Wekelo

  1. 1. Our Expertise and Commitment – Driving your Success Actualize Consulting Overview Offices in Boston, New York and Northern VA
  2. 2. Overview Overview Actualize Consulting <ul><li>Focused on financial services instruments </li></ul><ul><li>Actualize has a team of subject matter experts with the hands on experience providing risk and hedge analysis, pricing validation, valuation and accounting support for derivative products </li></ul><ul><li>Deliver complex treasury, finance and accounting project solutions </li></ul><ul><li>Seasoned consultants with Capital Markets experience across asset classes such as debt securities, mortgage securities, asset and derivatives </li></ul><ul><li>We have experience across multiple derivative asset classes including commodities, credit, foreign exchange and interest rate </li></ul><ul><li>Our resources have years of experience implementing solutions to provide greater flexibility to invest in and issue new product structures and enhance operational efficiencies </li></ul><ul><li>Extensive knowledge across the entire business spectrum </li></ul><ul><ul><li>Front office – Pre-trade Analytics and Trade Capture </li></ul></ul><ul><ul><li>Middle Office – Business Reporting, Pricing and Compliance </li></ul></ul><ul><ul><li>Back Office – Automated Reconciliation Matching and Data Integrity </li></ul></ul><ul><ul><li>Accounting – Accounting Standards Compliance and Financial Reporting </li></ul></ul>
  3. 3. Areas of Expertise Areas of Expertise <ul><li>Capital Markets (Risk Management, Portfolio Management, Fixed Income Investment, Financial Modeling) </li></ul><ul><li>Mortgage and Fixed Income Operations (Loan Origination, Secondary Marketing, Loan Servicing, Securitization and Re-Securitization) </li></ul><ul><li>Accounting and Financial Analysis </li></ul><ul><li>Asset Class Expertise (Derivatives, Funding, Mortgage, Mortgage Backed Securities, Asset Backed Securities) </li></ul>
  4. 4. Services Services <ul><li>Business Process and Analysis Reengineering </li></ul><ul><li>Software Systems Evaluations and Implementations </li></ul><ul><li>Data Management </li></ul><ul><li>Reporting and Analytics </li></ul><ul><li>Risk Management Oversight </li></ul><ul><li>Valuation Review Services </li></ul><ul><li>Information Technology </li></ul>
  5. 5. Contact Us Contact Us <ul><li>Chad Wekelo, Principal, 703-798-3460, [email_address] </li></ul>