"FSO's research was extensive and detailed. The data, in-depth interviews and market
analysis was all customized and aligned with our business objectives. The cutting-edge
research provided crystal clear picture of the market and helped us to devise our
"The quality of insights and information of the report developed by FSO team helped us
tremendously to understand the pain points, market gaps that existed within the
GRC technology market. By highlighting successful strategies to gain competitive edge,
the report facilitated simple and easy decision making."
"FSO’s quarterly deal analytics and vendor analytics report provides us a good overview
of the industry trends and competitive landscape for business process outsourcing
at functional levels. It helped us to assess our current offerings and develop a
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"….because of their far-reaching membership community, for our research the data
sample was collected from all geographies, designations, and market segments. This
helped us to get a global picture of the whole industry and helped us to formulate
an effective global marketing strategy for our services."
"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished
speakers and valuable networking opportunities."
"The events hosted by FSO Knowledge Xchange are the premier setting for financial
services professionals to gain the latest knowledge on business transformations
to gain a competitive advantage."
"The forum was well done overall. It was a great opportunity to network with a well-rounded
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"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue
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FSO Knowledge Xchange, through it’s partnership with TurtleBay Advisory Services (TBAS), offers advisory services that combine in-depth knowledge of industry experts with FSOkx’s highly-regarded industry research to provide targeted analysis of market trends, industry gaps, and product roadmaps you can use to ensure that your expansion strategies meet your strategic objectives.
For more information on FSOkx Advisory Services, please contact email@example.com or phone 732-462-3763.
TurtleBay Advisory Services Advisors:
Joe Rossi is the founder of TurtleBay Advisory Services (TBAS), an advisory firm specializing in providing financial services firms with business transformation advice and solutions to optimize their operations. Joe has over 30 years of experience in financial services, using his background in operations and information technology to build bridges among diverse groups of people and organizations to implement large-scale change efforts. He most recently served as Freddie Mac's head of Operations & Technology, the largest division in the company, responsible for all mortgage origination and servicing, investment and capital markets operations, and information systems. Previously, Joe held senior leadership positions at Mellon Bank, JP Morgan Chase, and Citibank. Joe holds a BA degree from Bryant University, and an MBA from Iona College.
Padelford Louis Lattimer
Padel is a founding member of TBAS and leads its asset management practice and technology sales efforts. Padel has held leadership roles with Quattro Global Capital, TIAA-CREF, Morgan Stanley, Mellon Financial Corporation, and JP Morgan Chase. His experience spans domestic and global assignments in traditional asset management, alternative investments and commercial banking. During his career Padel has managed and developed a broad range of traditional and alternative investment products, including hedge funds and retirement solutions. He has managed a mutual fund complex and served as a director on the board of a Life Insurance company. Padel has also led successful sales and marketing teams.
Barbara is a founding member of TBAS, and brings a unique combination of over 20 years of experience as both a consultant and a client executive at leading global firms. She has specialized in large-scale strategy, merger integration, profitability improvement, change management, and operational effectiveness initiatives for organizations undergoing significant transformation. As a manager at McKinsey, and a partner at Mitchell Madison Group (founded by ex-McKinsey consultants), she delivered solutions to complex problems for Fortune 100 and large European clients in banking, insurance, and health care. She also built and managed 3 new global functions in 4 years for Chase's asset servicing business, and managed a systems development group at the legacy JP Morgan.
Barbara holds a BA in Anatomy & Physiology from Cornell University, and an MBA from Wharton.