new and noteworthy

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Michelle is a partner of GreenLine’s consulting team focused on transitions, conversions, leveraging her ability to manage and negotiate in a matrixed team environment, as well as developing and mentoring staff to leverage process improvements. She has more than 20 years of experience understanding client needs and collaborates optimally on moving towards the best solution design and applying solutions to achieve results. 

Hilda is a partner of GreenLine’s consulting team specializing in product and software development, analysis, vendor integration, and program/project management. With over 30 years of financial industry knowledge this creative, agile leader was named as one of ThinkAdvisor’s Top 15 Women in WealthTech 2020. Hilda lives north of Boston and actively serves on non-profit boards supporting local arts, history, and social justice.

Lisa is a partner of GreenLine's consulting team focusing on strategic program management and creating governance frameworks that ensure projects deliver within scope, on time, and on budget. Over a 30 year career, her energy and dependability working with multiple cross functional teams has consistently delivered solutions with the highest level of satisfaction for her clients. Lisa lives north of Boston with her husband and two dogs and enjoys spending time with family and friends.

Stacey is a partner of GreenLine’s consulting team specializing in training, product education, project/program management, organizational change management, implementations and client services. A recognized industry leader with more than 20 years of experience, she was the recipient of the 2021 American Business Awards Gold Winner for Customer Service Department of the Year.  Stacey lives in New York with her husband, Kevin, four children, and the family dog. 

Mark is a partner of GreenLine’s consulting team leading the firm's day to day operations and overseeing our management team to ensure engagements deliver the highest quality and value to clients. Leveraging over 30 years of engaging and advising clients at all management levels through the development of products, services and operational solutions to increase home office efficiency, he will ensure delivery of the highest level of support and service to all clients. Mark has lived and worked across the United States and Asia, and now resides in Southwest Florida with his wife Sally.

  Ted is a partner of Greenline’s consulting team focusing on business strategies. His areas of expertise include vendor pricing analysis, contract negotiations, risk management, recruiting programs, organic growth programs and broker dealer acquisitions. Ted has spent 35 years working with banks, insurance, institutional RIAs, and hybrid broker dealers in the financial services industry, the last 30 years with Fidelity Investments clearing and custody division.  Ted lives in Maine with his wife Cheryl. 

Peter is a partner of GreenLine’s consulting team focused on expanding our services to a wider audience of financial firms. Peter’s 35 years of experience building strong infrastructure and top client relationship management teams at prime brokers gives GreenLine deep expertise in advising hedge fund, mutual fund, and prime brokerage firms. After many years working in New York City and Jersey City, NJ, Peter now lives on eastern Long Island with his wife Debbie.

Page is a partner with GreenLine’s consulting team focused on designing, developing and implementing bold and impactful technical products and experiences that will delight your customers.  She has 28 years of experience delivering technical products and experiences for financial and investment services.  Key skills include data analysis, user research & design thinking, strategic planning & execution with a passion for implementing diverse and inclusive workplace practices and leadership mentoring.  Page lives in southern New Hampshire and is actively involved in supporting the local schools, sports, and community. 

 Bill is a partner of GreenLine's consulting team specializing in retail distribution. During his almost 40 years in the Financial Services Industry, Bill has built and been the driving force behind several successful broker/dealers and registered investment advisors.  Bill has been successful developing and executing strategies to re-design, merge, and grow broad financial services organizations. 

Maura is a partner of GreenLine's consulting team. She is a dynamic, customer-focused  executor with comprehensive project management experience including customer segmentation initiatives, digital transformations, controls development and systems and asset conversions. Maura helps firms achieve results through well-executed strategic planning and end-to-end risk identification, a focus on continual process improvement, finely-tuned risk mitigation strategies, and strong communication skills. 

David is a partner of GreenLine’s consulting team.  He is a seasoned Senior Corporate Executive with over 30 years of experience in consulting and partnership cultivation, within the Financial Services industry. Extensive experience in serving as a trusted advisor to C-suite, executive leaders, and key stakeholders by creating deep relationships, providing consultative recommendations and best practices.   Dave has lived and worked in New York, Los Angeles and for the last 20 years, in San Francisco with his daughter Thalia.

 Trudy is a seasoned marketing executive with over 25 years of experience in global financial services, specializing in brand strategies, B2B marketing, and communications. She has a proven track record of leading international teams in delivering strategic initiatives for global brands to include HSBC, Bank of America, and PNC. With a diverse background spanning Hong Kong, the United Kingdom, USA, and Canada, Trudy brings a unique perspective to her every marketing challenge.

  As a partner with GreenLine, Mike expertise in investment management and financial services to the team. He is passionate about the importance of elevating client experience through a combination of superior relationship management, operational and technology solutions. Mike is known for his skill in building high-performing relationship management teams and his ability to deliver innovative and transformation programs that maximize profitability of mergers, new product launches and technology integrations within complex, cross-functional organizations.

   Kathleen is a partner of GreenLine’s consulting team focusing on coaching leaders to enhance communication impact with compelling and concise keynote presentations and panel participation. With award winning thought leadership addressing current topics, she provides clients with strategies to grow business and expand networks. Engaging with private banks, RIAs, broker dealers, custodians and institutional clients gives her a broad and deep understanding of the challenges and success practices across the wealth management and financial services industries. Kathleen spends her recreation time boating and paddle boarding at her Virginia home, hiking in the Shenandoah National Park and restoring wrought iron furniture.