Adeptyx
Salvatore Auditore is an accomplished project management professional with extensive experience in the investment operations and systems sector. Currently serving as Director PM at Adeptyx Consulting Inc since November 2010, Salvatore has successfully led projects including the integration of data into Rimes Data collection EDM Applications and managed complex multi-workstream IT and business projects. Previous roles include Project Manager at Wells Fargo Investments, where Salvatore directed the implementation of critical systems post-merger, and Project Manager for Alberta Investment Company, focusing on integrating financial systems. With a solid background in IT project management from prestigious firms such as Accenture and INVESCO, along with foundational experience at John Hancock and Putnam Investments, Salvatore possesses deep expertise in asset management and system integration. Salvatore holds a degree in Project Management from Rice University and is an alumnus of Northeastern University.
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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