Monticello Consulting:  At Work Everyday In The Financial Services Industry

In response to the financial crisis, Monticello has been on the ground with our clients assisting in such critical areas as:

  • Post-Merger integration of business processes, technology platforms, and organizational functions
  • Management of counterparty account migrations
  • Implementation of testing governance for large-scale conversions in support of "Business Day 1" activities
  • Legal entity & new product build-outs across the organization including the front office, accounting & control and back office functions
  • Business optimization through location strategy analysis & off-shoring of non-core functions to global centers of excellence, aligning the organization's global footprint to meet mandated cost structure targets
Monticello Consulting Group

Monticello Consulting:  Working With Entrepreneurs

Monticello Consulting works with many different startups on all aspects of business creation, from legal entity selection and formation to devising innovative online marketing strategies using the latest analytical tools.

Several of the businesses we are proud to have consulted for in recent years include:

The Edge Hoboken.  Monticello Consulting worked with the business founder on legal entity formation, business ideas for maximizing revenues, and various marketing strategies for facility usage.

Ripe Solar.  Monticello worked with the founder to hone the startups’ service offerings, develop go-to market strategies, and explore various sources of financing.