Two Men in Office


For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.

I. Product Management:
Managed four enterprise-level IT projects from Inception to Production concurrently                       

II. Program Management:
Demonstrated functional delivery of product roadmaps for senior stakeholders
Established delivery timelines by analyzing requirements and deliverable
Formulated overall project plans accounting for dependencies and resources



Provided advisory services for business re-structuring and new product management

I. Scoping

Identified gaps in processes for product marketing, and investor relations.

II. Analysis:

Analyzed and compared product marketing techniques and optimized processes for better sales and results.

III. Implementation:

KB led a team of consultants to be able to provide analysis of product efficiencies, review of inefficiencies and decision making through stakeholder engagement and engaging with the business.

IV. On-going Support:

Worked closely with senior management to ensure a successful re-launch of new financial products, that were previously not considered to be a lucrative product to market 

Business Meeting