Philip Orlando, CFA
Senior Director, Consulting
Philip (Phil) Orlando is a Consultant at Cutter Associates and brings over eleven years of consulting, organizational strategy, client service, operations, accounting, and IT experience to Cutter clients. Phil has been involved with multiple Front, Middle, and Back Office strategy engagements covering accounting systems, portfolio management and trading, pre and post-trade compliance, risk management, and data management and governance. Phil also has extensive experience with client and sales management (e.g. client reporting, CRM).
Prior to joining Cutter Associates, Phil was an Organizational Strategy Business Analyst at State Street Bank where he worked on several large-scale projects including the implementation of an enterprise workflow tool and a new inquiry management system. He also guided a program purposed to transition complex cash, reconciliation, and trade tasks from the business units to centers of excellence (COEs).
Previously, Phil was an ETF Client Operations Account Manager at State Street Bank. He launched new ETFs & on-boarded new clients, managed relationships with several ETF sponsors, and crafted specifications for IT resources to continuously improve the accuracy, reliability, and efficiency of ETF processes.
Phil holds a B.S. in Finance from Stonehill College and is also a CFA charterholder.
Our recent Data Management Benchmarking survey found that product reference data is one of the most challenging data sets for firms to master. However, firms that tackle mastering their product reference data see improvements in product development, onboarding, maintenance, and inquiry resolution. If your firm has not turned its attention toward product reference data, perhaps now’s the time?
Check out the bad news and the good news about mastering product reference data.
Want to learn more? Read our whitepaper, Implementing a Product Master? Here Are 8 Best Practices to Consider Before Getting Started. If you would like to speak with a Cutter consultant, contact us at [email protected].