John is senior project manager at F2 Strategy. He has held a variety of positions in the financial services field for the past 30 years. These roles have focused on conversion work for industry lead initiatives and core operational enhancements for financial service clients and large financial institutions through their target operating model reviews to assist in identifying technology and business gaps in the current state to prepare for successful future state processing states.

John played a lead role in assisting SIFMA, ICI and their members to develop an industry timeline and roadmap for the movement to a T+2 settlement cycle that took effect in September 2017. John has also played a key role in the design, build, and launch of Wealth Platform that allows financial service clients the ability for true end to end processes transactions. He has also worked closely with domestic and international clients during implementation projects to ensure their positions (both cash and securities) were transferred and reconciled in a timely and accurate manner. His experience also includes Deloitte, SEI, State Street and BFDS. John lives in Philadelphia.

What has changed the most since you started out in the industry?

The move to T+2 (soon to be T+1)

Who or what inspires you in your job?

I’m inspired by the opportunities to engage with clients on their operating model and business needs as they focus on their client successes. I am also inspired by the support of my family and colleagues.

What would you tell someone just starting out in the industry right now?

The financial services market is changing so quickly. In the 30 years I have worked in this space I have participated in the conversion to EURO, the move to the T+2 Settlement Cycle and numerous system conversions. Be ready to adapt.