APNG Focused Session - eFront

Chanelle Crabtree has extensive experience consulting for the asset management industry in Australia for the past 20 years. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models that support the investment management lifecycle. Chanelle leads Cutter Associates’ Investment Operations and Outsourcing practice, and oversees Cutter’s Australia office. She has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle-/back-office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support all types of clients, products, and asset classes.

A former Director at Deloitte, Chanelle led key engagements, particularly for complex clients with diverse asset classes, covering target operating model design, sourcing, and implementation. Prior to Deloitte, Chanelle was a Lead Consultant at Morse Consulting Pty Limited, where she led various engagements that covered target operating model design, sourcing of custodians/systems, and implementations with investment managers and superannuation clients.

Dale Gillette has more than 25 years of information systems experience in the investment industry managing projects in the areas of data management, portfolio analytics, performance measurement & attribution, data warehouses, and client reporting. At Cutter Associates, Dale works in the firm’s Strategy & Data Management practices.

Dale has extensive experience conducting current state assessments, developing strategic plans, vendor selections, and managing complex implementations with mixed teams. Dale's career has included roles as an internal IT manager for asset managers and custodians, as well as managing client services and professional services teams for software vendors and he brings all of these perspectives to his work at Cutter.

Prior to joining Cutter Associates, Dale was a principal consultant at Eagle Investment Systems, where he was a practice leader focusing on data management, data warehouse, and performance and attribution implementations. In this capacity, he was responsible for defining project scope, statements of work, and project governance standards. While at Eagle, Dale also played a key leadership role in launching the Managed Services team. Dale also spent six years at Wellington Management Company managing a team of systems analysts, project managers, and consultants supporting the information technology needs of Relationship Management, Marketing, and Business Development in three U.S. and five global offices. There, he was responsible for ongoing development and maintenance of the data warehouse, data marts, client reporting, and client extranet.

Earlier in his career, Dale spent time as a consultant for Putnam Investments, where he was responsible for ongoing development and support of a data warehouse and portfolio management application supporting the Global Asset Allocation team.

Dale holds a B.A. in Economics from Boston College and an M.B.A. in Finance from New York University.

David Joyce leads Cutter Associates’ Client Experience, ensuring client satisfaction across all engagement points as the voice of the client within Cutter. A senior technology and operations leader, David brings over 25 years of experience in leading operations, risk, and technology teams to help them devise and implement agile solutions, mitigate risk, increase scale, and build a culture of operational excellence.

Most recently, he served as an independent consultant to asset management, insurance, and fintech firms, providing expertise and guidance in the areas of derivatives, portfolio integration, customer success, project management, regulatory and control environments, and software development and implementation. Prior to consulting, David spent 20 years at American International Group (AIG) in a variety of increasingly senior roles. At AIG, he implemented innovative tactical and strategic solutions for the firm’s global businesses and led over 40 employees in multidisciplinary teams that performed investment and insurance operations, regulatory and control supervision, IT support, and workforce and facilities management.

Neil Sheehan brings more than eight years of experience in the financial services industry prior to his research and consulting role at Cutter Associates. Neil has been involved in several system selection projects while at Cutter. His experience includes supporting the documentation of requirements, building and managing the RFP processes, and completing due diligence calls. Prior to joining Cutter in 2021, Neil was an analyst in the wealth management group at Celent, a division of Oliver Wyman. At Celent, he contributed to the wealth management team’s global research agenda, supporting advisory relationships with clients and completing and delivering on consulting engagements.

Prior to Celent, Neil was a business analyst in fintech product development at Brown Brothers Harriman, where he was responsible for business analysis and management of client-driven projects, research to support key business initiatives, and maintenance and​ implementation of products and solutions. Prior to that role, Neil served as a supervisor within the Investor Services Group at Brown Brothers Harriman.

Neil earned his bachelor’s degree in finance, with a minor in economics, from Providence College. ​