Cloud based cross asset platform to analyze and report data across Trade lifecycle | P&L | Risk | Collateral | Cash | Regulatory | Reconciliation functions on a single screen
Trade Processing | Risk Management | Collateral Management | Cash Management | Reconciliation
Users can dynamically create custom reports
use 100+ pre-configured reports for:
SDR | BCBS 239 | FRTB | AIFMD | Form PF | Opera
Aggregate | Transform | Manage | Orchestrate | Reconcile
Founder & CEO
20 years of capital markets experience. Before founding EZOPS, he built Citi’s Derivatives Middle Office business from the ground up. Prior roles were at McKinsey & Co, Lehman Brothers, Lava Trading, the American Stock Exchange and Goldman Sachs.
Founder & President
20+ years experience deploying technology & operations solutions to buy & sell side firms, managing global client engagements, & building strategic sourcing businesses. Computer Science degree from IIT/Madras & an MBA from IIM/Bangalore.
Founder & Chief Operating Officer
30+ years experience launching global fin tech solutions to large financial service firms. Has worked at Calypso, PWC, Santander & Lehman Brothers & has a B Com from the University of Bombay & an MBA in Finance from the University of Rochester.
Jon has performed a variety of senior management roles in financial services technology and operations over his nearly 40 Year career. Most recently, Jon served as the Global Head of Operations and Technology of Citibank’s Institutional Client Group.
Previously, Jon served as the Chief information officer and Global Head of Operation and Technology at Lehman Brothers, Global Head of Investment Bank Operations at Credit Suisse. Jon is a current member of several non-profit boards and a former member of various Industry Boards including the Depository Trust and Clearing Corporation.
Robert D. Finnell
Mr. Finnell has over 30 years of experience in counseling rapidly growing private and publicly held technology companies.
He has served as Chief Legal Officer of Calypso, General Counsel of Ventaso and as Chief Legal Officer & General Counsel of PeopleSoft. Prior to PeopleSoft, he held national and international counsel roles at Ingres and The Wollongong Group.
He serves as Director of Northwoods League
Mr. Dubey serves as Senior Vice President, Global Strategy at Wolters Kluwer, where he leads the strategy development processes, evaluates new markets, and identifies potential growth opportunities
He has worked at S&P and Citigroup in senior management roles relating to strategy and operations. Prior to that he worked at Booz and Co.
Mr.Dubey began his career in manufacturing leadership assignments in pharmaceutical and industrial firms.
Mr. Schena has 30+ years of experience in finance, operations, consulting and technology management
He is currently, Adjunct Assistant Professor of International Business Relations at the Fletcher School, Tufts University, and Co-Head of SovereigNet
In addition, he is an Associate-in-Research at the Fairbank Center for Chinese Studies, Harvard University. He co-founded two successful start-up providers of technology and operations services to investment managers.