Adeptyx
Lars Ranger is a seasoned business development professional currently serving as Partner and Head of Business Development at Adeptyx Consulting Inc. since July 2023. Prior to this role, Lars held the position of Senior Vice President of Business Development at Project Consulting Group from February 2022 to July 2023, and served as Executive Vice President - Global Sales and Partnerships at Intemark from January 2021 to February 2022. Lars previously worked as Vice President of Business Development at Project Consulting Group from January 2016 to January 2021, and contributed as a member of the Board of Directors for USTA Northern from September 2014 to December 2018. Early career experiences include roles as a Sales Executive at E Group Inc. and Commercial Sales Representative at Lanier Worldwide, where Lars earned the Sales Rep of the Year award. Lars holds a Master's Degree in Business Administration and Management from Auburn University at Montgomery, and a Bachelor's Degree in International Business Studies/Economics from the same institution.
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Adeptyx
Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems. Specific areas of expertise include: Investment Products: Equity, Fixed Income, ETFs, Mutual Funds, Index Funds, Alts, UMA/SMA and Hedging Client/Adviser Management: CRM, On-Boarding, Portal, Experience, Contract Management, Reporting, and Servicing Portfolio Management: Portfolio Optimization, Tax Aware Solutions, Portfolio Analysis, Research Management, Analytics, Order Creation, Risk Management, Performance and Attribution Trading: Order Management, Execution Management, Trade Routing, Algos and Trading Pools, Best Execution Post Trading: Trade Matching (OMGEO, CTM), Reconciliation, Trade Notification, Exception Management, Performance Measurement Accounting: Portfolio Accounting, Fund Accounting, Bank Reconciliation, Cash Management Pre and Post Trade Compliance Data Management: Strategy, Standards, Ownership, Structure, Governance, Quality Management, Reconciliation, Cleansing, and Distribution Analytics: Trends, Patterns, Decisions and Visualization