Belknap & Co., LLC is dedicated to providing the financial services industry with
premier consulting services to evaluate, size and implement technology projects.
These projects are typically driven by either regulatory requirements, volume increases
or through the merger / acquisition of institutions.
Through our network of consultants, we can bring the relevant resources to a project
that will meet the needs and goals set by the stake holders.
premier consulting services to evaluate, size and implement technology projects.
These projects are typically driven by either regulatory requirements, volume increases
or through the merger / acquisition of institutions.
Through our network of consultants, we can bring the relevant resources to a project
that will meet the needs and goals set by the stake holders.
| About Our Business |
| About Belknap & Co., LLC |
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Barry Belknap is the Managing Member of Belknap & Co., LLC. He is a seasoned
consultant that will initially assess each engagement and put the best team together
based on the client's needs. He is a certified Scrum Master and PMP and has spent
most of the last 25 years in the financial services industry. Details on his past
engagements can be found at the LinkedIn address below.
http://www.linkedin.com/in/barrybelknap
consultant that will initially assess each engagement and put the best team together
based on the client's needs. He is a certified Scrum Master and PMP and has spent
most of the last 25 years in the financial services industry. Details on his past
engagements can be found at the LinkedIn address below.
http://www.linkedin.com/in/barrybelknap
List of Past Clients:
- BlackRock - Asset Management
- Morgan Stanley - Wealth Management
- Fed Home Loan Board SF - System Evaluation
- Mellon Capital Management - Portfolio Performance System
- Barclay's Global Investors - Fixed Income Hedge Fund System
- Wells Fargo - Consumer Internet Banking
- Charles Schwab - Cost Basis System
- Bank of America - Re-engineering, Imaging, Section 20 Consulting
- Key Bank - Self Clearing Operations
- First Union - Section 20 Consulting
- Real Estate Development - Various Projects
List of Systems / Type
Phase3 / Brokerage-Trust BOLT / Trust
ADP BPS / Trust BETA / Brokerage
Portia / Brokerage Global Trader / Trading
Bloomberg / Trading-Reference NFS / Fully Disclosed Brokerage
Calypso / Derivatives Eagle STAR / Cost Basis Acct.
Eagle PACE / Performance OPICS / Derivatives
Odyssey / Wealth Management Xeye / Enterprise CRM
GIM2 / Brokerage Aladdin / Asset Management
GDS / Asset Management AIS/ARIA Asset Management
FileNet / Imaging Cardiff / ICR OCR engine
Phase3 / Brokerage-Trust BOLT / Trust
ADP BPS / Trust BETA / Brokerage
Portia / Brokerage Global Trader / Trading
Bloomberg / Trading-Reference NFS / Fully Disclosed Brokerage
Calypso / Derivatives Eagle STAR / Cost Basis Acct.
Eagle PACE / Performance OPICS / Derivatives
Odyssey / Wealth Management Xeye / Enterprise CRM
GIM2 / Brokerage Aladdin / Asset Management
GDS / Asset Management AIS/ARIA Asset Management
FileNet / Imaging Cardiff / ICR OCR engine