Custom Projects
EAC works with clients across all non-investment elements of their business and can be flexible to accommodate custom projects that will create operational scale and efficiency.
Custom Projects
EAC works with clients in every aspect of their business and can assist with custom projects to improve operational scale and efficiency.
Detailed Operational Gap Analysis
Assist and advise on the current operational performance of the firm and find ways to improve shortcomings
- Walk-through analysis of the life of a trade with your firm
- Analyze the current process
- Set goals and identify areas to improve upon
- Suggest industry specific ways to narrow gaps and methods to improve the process
- Find ways to optimize data flow and reduce trade errors
Data Migration
Lead/Assist in Data Migration to expedite set up of new or existing Order Management Systems
- Facilitate and work with the OMS provider's service teams to reduce implementation time and ensure accurate lot level data migration, both current and historical
Consultation Services
Provide industry insight into the success areas within the marketplace regarding OMS selection, Admin, PBs and other aspects that are reducing man-hours while increasing efficiency of the firm's day-to-day operations
Supporting Team Members
Ed Fasano
Managing Member
Pre-Launch
Operations
Custom Projects
Operational Due Diligence
Retained Search
Treasury Services
Tom King, CPA
Managing Member
Key Man Contingency
Management Company Accounting
Custom Projects
Wind Down Services
Brian Jozwiak, CPA
Managing Member
Pre-Launch
Fund Accounting
Custom Projects
Retained Search
Jacob Carmona, CPA
Management Company Accounting
Key Man Contingency
Wind Down Services
Custom Projects
Mike DiRocco
Pre-Launch
Operations
Custom Projects
Operational Due Diligence
Treasury Services
Jessica Bass, CPA
Management Company Accounting
Wind Down Services
Custom Projects
Patrick Milligan
Pre-Launch
Custom Projects
Operational Due Diligence