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"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 marketing strategy."

"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 roadmap to further enhance our offerings, gain competitive edge and penetrate new markets."

"….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."

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Adrian Hee
Adrian Hee

Managing Director, Global Solutions Strategy & Governance, Wachovia, a Wells Fargo Company

Since joining Wachovia in 2006, Adrian Hee has provided executive leadership for Wachovia’s Corporate and Investment Banking Offshoring and Outsourcing program. Adrian was responsible for directing the offshore strategy, building executive level sponsorship, organizing and managing a cross-functional team, and executing on the strategy to deliver real results to the company's bottom line.

He was promoted in 2007 to head up the Business Integration and Governance group that focused on broad based efficiency improvement opportunities across the division, the Program Management Office, New Products Introduction, and Offshoring/Outsourcing. Currently, he is leading and managing Wells Fargo Enterprise Offshoring team focused on Wholesale Banking, Risk and Credit, and Marketing divisions that is comprised 40+ business lines, over $10 Billion in Revenues, and 40,000 associates.

Adrian joined Wachovia, a Wells Fargo Company from Bank of America, where he had a ten-year career in roles such as Offshoring Program Director for the Global Corporate Investment Bank division, Project Portfolio Manager for Bank of America’s Finance Enterprise Project Management Center, and front line roles in High Grade and Leveraged Finance. His expertise includes Global Sourcing (Outsourcing and Offshoring), Large-scale Program Management, Project Portfolio Management, Organizational Change Management, Business Process Improvements, Credit Valuation, Organizational Strategy, Strategic Planning, Business and Financial Analysis, and Operational Risk Management.

Adrian has an undergraduate degree in Accounting from University of Florida and received an MBA from the Wake Forest Babcock Graduate School.
Anders Lillevik
Anders Lillevik

Chief Procurement Officer, Webster Bank

Anders Lillevik is the current Senior Vice President and Chief Procurement Officer for Webster Bank NA. Anders has worked in procurement leadership positions within the Financial Services and Insurance sectors for 10 years, and has deep experience within all major facets of indirect procurement. Anders has a BA and an MBA from McMaster University in Hamilton, Ontario, Canada.
Arindam Mukhopadhyay
Arindam Mukhopadhyay

Global Head of Strategy & Execution, Financial Reporting Operations, Citi

Arindam is the Global Head of Strategy & Execution in Citi's Shared Services business. His area of responsibility includes Finance and Risk Reporting Operations for all of Citi's businesses and regions, which are supported by four hubs located across the globe.

In his current role, Arindam is responsible to develop and execute all Management Programs including Migrations / Transition from business to hubs, Productivity Initiatives, Development of new services, Metrics, Training & Leadership Development, and Service Delivery Model. In addition, Arindam manages the external vendors who provide financial operations support to Citi's North America business.

Prior to Citi, Arindam was an Associate Partner in Rosetta Marketing Group, a market-leading strategy consulting firm in NYC and led engagements for major global banks in the Consumer Banking area. Before Rosetta, he spent ten years with American Express in areas as diverse as Investment Banking Sales, Strategy, Finance, Operational Risk, and was the Head of Business Transformation for North America Merchant Analytics & Marketing when he left American Express for Rosetta. He has lived and worked in South Asia, Hong Kong and United States.
Bill Mitchell
Bill Mitchell

Director , Platform Services, Deutsche Bank

An accomplished business and IT executive with over twenty-five years experience gained in a variety of industries (financial services, media, automotive, engineering, oil & gas) spanning CIO roles, strategic planning, portfolio management, eBusiness and global program management.

Bill is currently Director for Platform Services, Deutsche Bank where one of his major Web projects won the Waters Magazine's American Financial Technology Award (AFTA) for global deployment.

Bill also served on the Society for Information Management (SIM) New York board for three years.

Previous Roles
  • CIO, Warner Music International
  • Director e-Business, General Motors International Operations
  • CIO, Aker Kvaerner Global Process Engineering
Chandresh Iyerl
Chandresh Iyer

Managing Director and Head of Global Custody & Investment Services at Citigroup

Chandresh Iyer is a Managing Director and Head of Global Custody & Investment Services at Citigroup. He is responsible for asset servicing and investment processing services to buy-side institutions including asset managers, hedge funds, banks and insurance companies. In addition, he is responsible for wealth management services, an integrated suite of services targeting wealth advisors, private banks and trust companies for wealth management products.

Prior to this role, Mr. Iyer was head of North American Securities and Fund Services where and Product Head for NA Fund Services. In this capacity he led the strategy and implementation of GTS’ expansion of investor services in Canada and US.

Mr. Iyer began his professional career in software engineering, strategy and operations consulting, and has over 20 years of experience in financial services. While at KPMG, he led several practices in areas of trade finance, internet banking and risk management. He has an MBA from Carnegie-Mellon University and a Master’s in Mechanical Engineering from the Ohio State University. Mr. Iyer joined Citigroup in 2000 from Merrill Lynch
Dauna R. Williams
Dauna R. Williams

Associate General Counsel, Intellectual Property/Information Technology, MetLife

Dauna R. Williams, Associate General Counsel, joined MetLife in 2004 to manage the Intellectual Property/Information Technology legal practice. Prior to MetLife, Dauna has managed intellectual property and technology law practices for financial services and technology entities for nearly two decades, including for Lehman Brothers and Merrill Lynch. During the dot com era, Dauna founded Content360, a new media ASP. She has served as Vice Chair of the ABA's Committee on the Law of Commerce in Cyberspace's Subcommittee on Electronic Financial Services and taught both Advanced Constitutional Law and Contract Negotiation as an adjunct professor at New York Law School. Ms. Williams speaks regularly on financial services patents, IT complex transactions, including offshoring and outsourcing, and online/digital law concerns. Ms. Williams received her AB from Brown University and her JD from Harvard Law School.
Dwayne Cosby
Dwayne Cosby

Vice President, Strategic Transformation, Ameriprise Financial Inc.

Dwayne Cosby joined Ameriprise Financial in 2004. In his role as Vice President, Strategic Transformation he is responsible for the thought leadership and execution of large scale enterprise transformation, reengineering, and outsourcing programs that has, over the last 5 years, generated more than $1 billion in expense savings across all of the Ameriprise Business Units. Dwayne plays a pivotal part in the design of company's offshore strategy and has been one of the principle architects of Ameriprise's third party outsourcing approach and its offshore captive. Prior to Ameriprise he was most recently with Opera Solutions, a turnaround strategic consulting firm. Prior to Opera, Dwayne has an additional 10 years experience in both strategic consulting and technology solution delivery for a number of top tier consulting and technology firms in the US, Canada, and Asia.
Guy Fiumarelli
Guy Fiumarelli

Director, Lazard Asset Management

Guy Fiumarelli is a Director of Operations at Lazard Asset Management. Mr. Fiumarelli has a background of over 20 years in asset management and has extensive experience managing operations as well as implementing large developmental efforts related to data and process management. He is currently responsible for managing the client servicing team at Lazard which includes global data management and reporting. Guy has been instrumental in facilitating the outsourcing of middle and back office functions for Lazard's SMA and Institutional book of business over the past three years. Previous to joining Lazard, Guy was a Vice President at Chase Asset Management and Senior Business Analyst at Prudential Capital Management. During his tenure at Chase, Guy was successful in implementing a global accounting and reporting system as well as establishing a global data model. In addition, Guy successfully managed the implementation of numerous front and back office systems at both Chase and Prudential. Mr. Fiumarelli received his MBA in Finance from Fairleigh Dickenson University. He earned his BA in Economics and Finance from Rutgers University.
Rekha Vatsa
Rekha Vatsa

Co-Founder and Chief Executive Officer, FSO Knowledge Xchange

Prior to starting this venture, Rekha worked as a technologist lead and client services manager at State Street, where she was responsible for delivering pragmatic business solutions to her various clients. Prior to her experience at State Street, Rekha worked on research projects with business school professors focusing on finance and accounting.

Rekha has extensive experience in Financial Services. She is a member of Beta Gamma Sigma, the National Honor Society in Business and Management. Rekha holds M.B.A in Accounting and MIS, and a BA in Economics.
Joe Rossi
Joe Rossi

Joe Rossi is the founder of TurtleBay Advisory Services (TBAS)


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.