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May 2008:
Sondent Group, LLC formed
Jun/Jul 2008: Engagement
based in New York and Singapore for a European
broker-dealer firm
Aug/Sep 2008:
Engagement for a US based Advisory firm.
Oct 2008: Engagement for a
US securities services provider building ETF
services
Nov 2008: Engagement for a
European technology services company, onsite in Beijing,
China.
Dec 2008: Engagement to
review requirements for a Asset Mgt back-office
reconciliation tool
Jan 2009: Engagement in HK
to review a recent technology/operation
implementation
Feb 2009: Assisted a US
bank with the review of its custody
and clearing arrangements
Mar/Apr 2009: Assisted a
European tech company with a fund
admin strategy for China
May 2009: Review of regulatory
reporting requirements for an offshore deposit
taking institution
Jun 2009:
Training sessions on
custody for Asian Banking co.
Jun 2009: Review of offshore
custody matters for an international law firm
Jul 2009:
Strategy work for an
offshore deposit taking institution
Jul 2009: Review of custody
matters for a European investment manager
Jul 2009: Review of strategic
options for a technology services company in
Asia
Aug 2009: Basel
II consulting work for deposit taking institution
Sept 2009: Review and
development of strategies for investment
management services in China
Jan 2010 - date: Regional
Management assignment, Asia
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