A former Advent Project Manager and Senior Consultant (1998-2003), Ted has extensive experience deploying all of Advent’s signature programs; Axys, Moxy, Partner, BREU and Geneva®.
His track record for customized implementation of Advent’s Geneva® software covers a full range of derivative instruments such as: forwards, repos and swaps and futures.
Ted has dealt with operational and configuration issues for a variety of wealth management clients and multi-partnership fund structures including on-shore and off-shore arrangements. His successful 10-year consulting career includes authoring expert-level custom reports and extracts in Geneva’s custom Report Specification Language (RSL).
Ted holds a B.A. in English from the College of Holy Cross and a J.D. from Boston College Law School. He is a member of the Massachusetts and New York State Bar Associations.
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