Principals
Anne B. Dewey, CFA
Patti Haring
Ms. Dewey has enjoyed great success
during her 20+ years in the financial services industry. Currently, she is
leading the development of the registered investment advisory portion of a start
up online investment site. Prior to her current engagement, Ms.
Dewey held the position of Vice President with Western Union Payment Services, which provides mortgage payment processing to consumers on behalf of mortgage
servicing companies. In her role at Western Union Payment Services she led the Sales, Business
Development and Project Management teams to define and quantify growth
opportunities for the organization. Initiatives included defining product features &
functions, developing financial projections (GAAP adjusted Revenue & EBIT
impact over 5 years), and working with other departments to assess market
positioning, product capabilities, technical requirements, customer relationship
positioning, and ongoing support service requirements.
Prior to Western Union Payment
Services, Ms. Dewey was Vice
President, Product Development, Chief Investment Officer, and Registered
Principal at 10x, Inc. 10x was a privately held Internet financial services
startup firm, consisting of a registered investment advisor and a wholly owned
broker dealer, 10x Securities.
In addition, Ms. Dewey has several
years experience as a senior consultant/business analyst in the financial
services industry, including two years with Price Waterhouse Coopers. She began
her financial services career as a Vice President and Portfolio Manager at
Bailard, Biehl and Kaiser, an investment advisory firm servicing high net worth
individuals. At BB&K, Ms. Dewey was responsible for strategic technology
planning and investment consulting.
Ms. Dewey holds a bachelor’s
degree in Economics from Stanford
Ms. Haring has over 15 years experience in IT infrastructure and application design and implementation. Most recently, she was tasked with insuring the successful implementation of all technology systems that are ancillary to the core ERP systems at Mervyns, a major west-coast promotional retailer. The ancillary systems included Human Resources, Legal, Loss Prevention, Product Design and Development, Marketing, Web Portals, and several others. Ms. Haring prides herself on her ability to build cohesive teams who can accomplish monumental tasks in very short time frames. Among Ms. Haring's accomplishments is the successful development and deployment of Mervyns' vendor portal. A feat she and her team accomplished in just 10 weeks. In addition, Ms. Haring's team built from the ground up and implemented a robust, collaborative intranet site built on Sharepoint technology. The site is used as the primary communications vehicle enterprise wide and for project collaboration.
Previously, Ms Haring served as a
Technical Architect for Target Corporation. Her responsibilities
included technology strategic planning and implementation for specific Mervyns
business units. Prior to joining Mervyns, Ms. Haring worked as head of the Client and
Technical Support Services group for Aequitron Medical, Inc., a manufacturer of
Class II durable medical devices where she acquired her initial expertise in IT
Project Implementation.
Ms Haring is a graduate of