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Monday, 4 February 13

Who What


Financial Services - Infrastructure & Clients Equities Operations Clearing Cash & Liquidity Mgmt.

IT Development Business Development Client Facing

Monday, 4 February 13

Fixed Income & FX

Prime Brokerage

Private Banking

Transaction Services


Each year the demands on the infrastructure side of our business are the same: “The same for less, or more for the same� He with the best process wins

Olaf Ransome Founder

Monday, 4 February 13


Delivering the best process means aligning the holy trinity of Control, Capacity & Cost

Control

Process

Capacity Monday, 4 February 13

=

Systems

+ Procedures

Cost


Olaf Ransome - 25 Years in financial services Director

Analyst

87

89

Internship

Salomon Brothers

Monday, 4 February 13

Sr. Ops Analyst

91

Director

Vice President

93

95

97

99

01

03

05

07

09

11

13


25 Years Broad Experience in Financial Services Investment Banking Operations

Salomon Goldman Credit Suisse

Client Services

3C Advisory

Operational Risk

Operations IT Change

2

Transaction Services

5½ 3½

Prime Brokerage Private Consulting

Consulting Total

3

½ ½

9

3 25

Monday, 4 February 13


Broad Skill Set & Experience Base

Skills

Experience

Analytics & Communication

Multi-country experience

Ability to Execute

Transaction Banking Product Development / Client Facing

Global Network Change Management

Private Banking Start-up / Margin Lending

Liquidity Optimisation

Investment Banking Clearing / Operations / Prime

Understanding & Implementing Technology

Academics BA, Marketing, Finance

Monday, 4 February 13


www.3CAdvisory.com

Tel: +41 44 887 63 08 Monday, 4 February 13


Acknowledgment: The presentation style here is based on some original ideas from a very smart guy from Axiom One, Jan Schultink (see: http://axiom.co.il/)

Š 3C Advisory LLC, Switzerland Monday, 4 February 13

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