Julian is a Managing Consultant at F2 Strategy where he advises clients on software implementations, data transformation, and operational readiness, delivering solutions that promote stability, scalability, and long‑term sustainability. Julian has over 12 years of experience supporting large‑scale business and technology transformation initiatives for asset management firms. He specializes in software implementation delivery, data integration, and operational enablement, with a focus on ensuring clients are positioned to successfully operate and sustain new platforms following transformation initiatives.

Julian brings deep software implementation experience from the vendor‑services side, having led and supported mission‑critical platform deployments for investment managers across the United States and Canada. He is highly effective at translating business and operational requirements into scalable system configurations while maintaining data integrity, control, and operational continuity.

Julian worked at Broadridge Financial Solutions, where he served as a subject matter expert and principal business analyst on the Professional Services team. He played a central role in complex implementation programs, including business and technical requirements gathering, data mapping and migration, target‑state workflow design, and process automation. He also led user acceptance testing efforts, partnering with clients and technology teams to validate functionality, resolve defects, and support successful cutovers, while providing training and knowledge transfer to ensure operational readiness.

Earlier in his career, Julian worked at Forrester Research advising on technology trends and the software vendor landscape, strengthening his ability to guide platform design and implementation decisions. Julian is based in Boston.

What does the phrase, “Do Good with Tech” mean to you? 

To me, “Do Good with Tech” means using technology to create real value for people and the business. It should make work more efficient and improve outcomes, but it should also support human judgment, collaboration, and creativity rather than replace them. The goal is to use technology thoughtfully, responsibly, and in ways that help teams solve real problems and stay aligned with business needs.

What are three words that describe how you do your job? 

Pragmatic, collaborative, empathetic

Who or what inspires you in your job?

I am most inspired by the people I work with. Strong teams, trusted client relationships, and colleagues who combine expertise with integrity set the tone for the best work. I appreciate environments where people challenge each other constructively, keep learning, and stay focused on delivering quality results.