​Achievements

Here are just a few examples of what we have delivered.

$1,000,000,000 Savings

Saved a major banking client $1B worth of fines from fixing the spot fx window (a form of front-running) by leading their market surveillance product team to develop a new product leveraging machine learning to improve trading surveillance from 2% to 98%.
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$3,000,000 Savings

​Led a team of 50 IT  professionals to redesign product development processes, increasing speed for product delivery by 60% and saving $3M in reduced time to delivery  cost.

$2,000,000 Savings

Secured $2M in annual savings through development of Python scripts that identified late payments to customers and established protocols to ensure derivatives were paid on time, saving millions of dollars in late fees to customers.

$2,000,000 Savings

​Saved a banking client more than $2M by providing Agile training to more than 500 professionals, which boosted company productivity by 60% and reduced need for staff expansion to execute current and future corporate development projects.

$400,000 Savings

Automated business information securities department processes / UAT reporting for major bank’s disaster recovery group, saving $400K annually, and reduced derivatives processing time.
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$4,000,000 Revenue​

Delivered recurring revenues of $4M per year by building a bank debt scoring model, which enabled major bank’s outside clients to assess the overall health of a company to build average credit ratings across all company vendors.​​​​​
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$3,000,000 Revenue​

Generated recurring revenues of $3M per year from building out a product at a big 4 accounting firm to push a button, and compute hedge fund taxation rules in real-time ranging from wash sales, constructive sale, straddle, irc-33b,  and based off of legal entity type.     

$500,000 Revenue​

Produced $500K in consulting revenue across private equity company clients by creating financial modeling and custom configuration for private equity projects in less than 6 months.
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10% Monthly Returns​

Generated 10% monthly returns for a major bank involving event-based spot trading on Spot FX, through Python scripts, systems, and protocols to automatically execute trades based on newly announced economic events.

80% Retention​

Improved a financial services company’s employee retention by 80% through project execution and process improvements and agile training, reduced time loss from inefficient meetings, and engaged employees in business improvement protocols to boost morale.​

40% Retention​

Directed a team of 48 professionals for a capital markets data analytics and research firm to deliver an early warning signals software product that creates data cards across news, financials, and accounting to evaluate credit risk, increasing sales force retention by 40%.

Project Automation

Saved banking clients an average of $500,000 per year by fully automating project management outside of taking minutes with Jira and Confluence integration.



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Net Income Up By $600,000

Advised on a private equity transaction, as a board member, by analyzing a distressed logistics company that utilized no depreciation on assets, resulting in net profits of $600,000.00.​
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Net Income Up By 30%

Improved a non-profit firm's net income by 30% from launching a brand new credit union and creating a machine learning product for individuals with disabilities. ​
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See What We Can Achieve For You.

Get in touch

Here's What Our Clients Are Saying About Us.

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I had the pleasure of having Mike directly report to me at Citi, where he was responsible for three of my applications. Mike possesses the maturity, poise and strategic intelligence of an experienced expert in regards to capital markets, management, consulting, and technology. His diverse background, skilled domain knowledge and pulse on the industry make him invaluable in understanding how to make projects happen, write excellent business requirements, write software code in regards to machine learning, and is able to build cohesive relationships across all departments. In addition to Mike's strong professional abilities, he also carries a creative personality, and holds himself as one of the most honest people I have ever met in banking. I strongly recommend any firm to bring Mike in if you need any type of problem solved. ​​​

Jake Barayev

Senior Vice President

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Citigroup, Inc.

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​Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses on on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholder groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President

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Israel Discount Bank

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Working directly with Michael and then directly managing him I was very impressed with his problem solving skills. We worked on many projects together while at Citi and he never disappointed. He always found a technical solution that made sense to the business. A true team player and a great asset to any team.

Matthew Heller

Senior Vice President

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Citigroup, Inc.

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I had the pleasure of working with Michael during our time at Citi. He was an instrumental part of our technology team, ensuring that client deliverables were completed accurately and on time in an Agile environment with tight deadlines. Michael was a trusted member of the team and I would definitely work with him again.

David Bojanowski, PMP

Asset Management Operations

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State Street

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We worked together on several projects in the course of two years while I was at Citi. As Product Manager and Agile Coach, Michael was responsible for planning, leading, organizing, and motivating Agile project teams. Michael's professionalism and healthy perfectionism always motivated me and others to do better, and to follow Agile practices that I later applied on many projects that followed. In addition, Michael has full comprehensive knowledge of financial markets and trading. His knowledge often came in handy when translating business requirements to development team. I highly recommend Michael to manage software development projects of any complexity, especially if looking for an Agile Coach, friendly and always willing to help.

Alex Len

Software Development Manager

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UBS

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​I’ve known Michael since grade school and worked with him at Citigroup. He can think out-side-the-box and come up with creative solutions for difficult problems. At Citigroup, one of the goals we set out to accomplish was eliminate repetitive manual toil in our team’s reporting processes. Michael put together an automated ETL solution that leverages SQL to process reports. His solution saved his team many hours per week and was recognized by senior management at Citi. Michael walked me through his solution and helped me create a solution for my own team. Michael is a great teammate and teacher, I would highly recommend partnering with him for future business endeavors.

Michael Rodriguez

Senior Software Engineer

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Security at The Trade Desk, Inc.,

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​Mike and I worked within Compliance tech at Citi for 2 years. Since my first week there I was struck by Mike's contagious energy and enthusiasm and we bonded ever since. I was impressed by his tenacity and rare blend of focused technical software acumen and wide and long vision for his teams and projects. He got things done regardless of the obstacles and had fun doing it! Would love to cross paths again soon Mike!

Isaac Puder

Vice President

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Citigroup, Inc.

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It’s rare that you come across standout talent like Michael! I had the pleasure of working with Michael for two years at Citi and l amazed of his creativity and problem solving ability. He always found a way to accomplish any tasks in efficient way. Michael's abilities to juggle multiple projects was unlike any I’ve seen before and made a dramatic difference in the productivity level of our team. Any employee would be lucky to have Michael as an employer. He would be a true asset for any positions requiring to manage, cooperate with different vendors/ departments, excellent business analytical approach, developing an application and make the project/ product successful.

Feruza Yusupova

Senior QA Analyst

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Bank of America

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Mike Kelly is a rare breed professional who combines deep financial industry expertise, sharp project management abilities, minute understanding of market micro-structure and brilliant programming capability. As a testament to his penchant for continuous learning, he has always found a way to remain ahead of the curve on multiple dimensions. I would highly recommend Mike as a subject matter expert and implementation manager for any project around trading and risk, especially complex ones.

Maomao Hu

Partner

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Eigen Capital

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​I've worked with Mike for a few years while working at Citi. Mike is well organized and extremely analytical in managing projects that we were involved in. Mike would highlight the risks involved in tasks and come up with alternative solutions if needed. Mike also is knowledgeable in Data Science problems and uses that skillset to create analytic models for Risk and Compliance. Highly recommended in any project.

Ed Kwan

Vice President - Technology Specialist

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Bank of America

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​Michael was a huge help in closing our first M&A deal. He navigated us throughout the entire process and ensured everything went smoothly.

Steven Choptij

CEO

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Golden Cap Ventures

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​Genuine expert is the phrase that comes to mind when I think about Michael.

Mohamed Maslouh

Project Manager

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smartMILE & Co.

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​Mike was my reporting manager on two different projects. I can tell that he is very very trustworthy, honest, and efficient. Lastly, he is extremely well-rounded across banking, capital markets, project management, executive strategy, and machine learning. You could never go wrong in working with him.

Benjamin Hamid

QA Lead

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IDB Bank

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