Actualize Consulting is a financial services consulting firm with offices in Boston, New York, and Northern Virginia. They have experts with experience in risk analysis, pricing validation, valuation, and accounting support for derivative products. Actualize delivers complex project solutions for treasury, finance, and accounting functions, drawing on consultants' experience across asset classes like debt, mortgages, and derivatives. Their services include business process analysis, software implementation, data management, reporting, risk management, and valuation review.

1. Our Expertise and Commitment – Driving your Success
Actualize Consulting Overview
Offices in Boston, New York and Northern VA

2. Overview
Overview Actualize Consulting
 Focused on financial services instruments
 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
 Deliver complex treasury, finance and accounting project solutions
 Seasoned consultants with Capital Markets experience across asset classes such as debt
securities, mortgage securities, asset and derivatives
 We have experience across multiple derivative asset classes including commodities,
credit, foreign exchange and interest rate
 Our resources have years of experience implementing solutions to provide greater
flexibility to invest in and issue new product structures and enhance operational
efficiencies
 Extensive knowledge across the entire business spectrum
 Front office – Pre-trade Analytics and Trade Capture
 Middle Office – Business Reporting, Pricing and Compliance
 Back Office – Automated Reconciliation Matching and Data Integrity

3. Areas of Expertise
Areas of Expertise
 Capital Markets (Risk Management, Portfolio Management, Fixed Income Investment,
Financial Modeling)
 Mortgage and Fixed Income Operations (Loan Origination, Secondary Marketing, Loan
Servicing, Securitization and Re-Securitization)
 Accounting and Financial Analysis
 Asset Class Expertise (Derivatives, Funding, Mortgage, Mortgage Backed Securities,
Asset Backed Securities)

4. Services
Services
 Business Process and Analysis Reengineering
 Software Systems Evaluations and Implementations
 Data Management
 Reporting and Analytics
 Risk Management Oversight
 Valuation Review Services
 Information Technology

5. Contact Us
Contact Us
 Your Name, Your Title, your email@actualizeconsulting.com
 Kerry Elam, Managing Director HR/Operations, 703-868-1506,
kelam@actualizeconsulting.com
 Theresa Santoro, Manager HR/Operations, 860-778-6718,
tsantoro@actualizeconsulting.com