Daniel Ahmad joined Monticello Consulting Group as a Senior Consultant. He has experience working with global financial services and consumer goods clients on various strategy and operations consulting projects including program management, regulatory implementation, customer risk reporting, cost savings, and mergers & acquisitions. Prior to joining MCG, Daniel worked at Deloitte Consulting and earned degrees from the Johnson Graduate School of Management at Cornell University and the Pennsylvania State University.
Robert Adams is a certified Agile Scrum Master and Senior Manager with over 20 years of hands-on project management and process re-engineering experience within the financial services industry. Robert has worked extensively as a consultant, business manager and financial analyst in technology and financial operations. Over the course of his career Robert has worked for or with leading global organizations including Bank of America, the DTCC, RBC, Deutsche Bank, Credit Suisse, Citigroup, and New York Life Insurance Company. Robert received his MBA from Pace University’s Lubin School of Business with a concentration in Financial Economics and holds a Bachelor of Science in Accounting from Rider University.
Chris Senackerib is a Senior Consultant with experience in financial services and consulting. He previously managed a global team of analysts providing data analytics and client support to global investment banks and the New York Stock Exchange, with a focus in the equity capital markets space. Chris has also worked as a consultant at a boutique DC firm advising the federal government on strategic and operational challenges. Chris earned his MBA in 2017 with an Honors Certificate in International Business Diplomacy from Georgetown University’s McDonough School of business, where he also completed consulting engagements with a DC non-profit and an Indian microfinance bank. Chris earned his undergraduate degree from Lafayette College.
Pankaj Bhatla has over 18 years of experience in the financial service industry with extensive experience managing large-scale multi-year programs in capital markets and electronic trading. Pankaj began his career as a programmer analyst and gradually developed into a program manager and has been responsible for numerous technology initiatives while working for RBC, Citigroup, Bank of America and Goldman Sachs throughout his career. He has a strong understanding of electronic trading, cash & derivative products, margin and collateral management, market data and risk analytics, cloud computing and big-data technologies. Pankaj holds a Bachelor of Electronics Engineering degree from Sardar Vallabhbhai National Institute of Technology in Surat, India (SVNIT) and a certification in Brokerage Operations from New York Institute of Finance. Outside of work Pankaj is passionate about teaching kids tennis & computer programming and is actively involved in environmental initiatives.
Donal Sheridan is a Manager with over 12 years of experience in the financial services industry. In his previous role as a financial services consultant in Ernst & Young’s (EY) advisory practice, he advised leading global banks and asset management firms on strategy, operations improvement, and regulatory compliance matters. Prior to joining EY, Donal was a Senior Alternative Investments Specialist at BNY Mellon Alternative Investment Services where he focused on financial reporting and process improvement in the firm’s fund of hedge funds custody group. Donal has extensive experience in business analysis, program management, project management, alternative asset management operations, data migrations, reconciliations, and process improvement. He holds a Bachelor of Arts degree in Economics from Johns Hopkins University and an MBA in Finance from Fordham University’s Gabelli School of Business.
Deepak Khurana is a Business Analyst and Project Manager with five years of experience in capital markets and hedge funds. He has delivered projects across treasury, banking capital, middle office operations, collateral management, and audit. Prior to joining Monticello, Deepak supported Client Onboarding for a hedge fund. Deepak earned his Bachelor of Science in Computer Applications and a MBA in Finance from IBS University in Hyderabad.
Greg Bechler is an experienced strategy and transformation associate with a demonstrated history of leading successful projects across the financial services industry. He has strong work experience in the Program Management Office, Test Management Office, and the Migration/Release management team. Greg holds a bachelor’s degree in Business Administration and Finance with a minor in Economics from the University of Colorado at Boulder.
Amanda Wu, Manager, is a seasoned financial services consultant with extensive experience working with global banking clients. Prior to MCG, she was with EY’s banking group in New York focused on project management, process improvement and current state analysis. Prior to EY, Amanda worked at Lehman Brothers and Barclays Wealth. Amanda brings an abundance of global experience having worked out of EY’s São Paulo office. She speaks multiple languages, including Chinese and Portuguese and holds an MBA from Cornell University Johnson School of Management.
John Johnson is a Business Analyst who has been in the Futures & Options business for the past 20 years. He has experience with client services, compliance, electronic trading support and IT management. John is currently pursuing his PMP certification.