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Richard Montes has over 13 years of experience in project management, software development and consulting in the financial services industry. He joined E/W Group in 1998 as Consulting Practice Director and is now the Managing Director of financial services consulting. He is an experienced project manager specializing in full project lifecycle methodologies. He has a wide range of experience in large-scale systems implementations for both the Commercial Banking and Brokerage institutions. Rich is currently managing an enterprise-wide commercial loan implementation project at the BANK OF TOKYO-MITSUBISHI under a preferred vendor relationship. He currently directs and manages 15- 20 management consultants along with a fluctuating staff of technical resources assisting numerous clients in satisfying their technical staffing requirements.
Previously while at E/W Group, Rich was engaged at the INDUSTRIAL BANK OF JAPAN were he created a Project Promotion Team to manage all system teams activities and report status to management. He developed all testing and system acceptance methodologies used to accept Phase 1 and Phase 2 of a $200 million Global System implementation, the scope of which was to implement a global solution to replace the bank’s consolidated back-office and general ledger systems. Rich also prepared project statuses and presentations, and made the final project presentation to the client’s President, CIO and Senior Management team.
Prior to joining E/W Group, Rich was with KPMG CONSULTING where while at Deutsche Bank he was a project leader of the Equities Q/A team. He developed a methodology to deliver a ‘Straight Thru Processing’ testing database, creating a best practice repository of reusable business objects for User Acceptance Testing of EMU, Year 2000 and future system enhancements for the equities processing systems. He was also at SMITH BARNEY where he supervised many system projects in the Capital Markets Division including the implementation of the Commission Systems - Front End Control System. He followed a full project lifecycle using COOPERS & LYBRAND’S Summit-D methodology. Rich also worked at PAINE WEBER and KIDDER PEABODY supporting their Investment Banking and Firm Trading systems. Rich attended the State University of New York, and holds a degree in Economics. | 