Phil Wilde's Professional Contact Details

HQ
+1 877-954-7818
Location
Boston, Massachusetts

Phil Wilde's Current Company Details

CBA Solutions, a service offering / division of Kestrel Consulting, Ltd, focuses on providing the highest level of support to our clients in attaining compliance with the Cost Basis mandates. Our strategy is to...
CBA Solutions, a service offering / division of Kestrel Consulting, Ltd, focuses on providing the highest level of support to our clients in attaining compliance with the Cost Basis mandates. Our strategy is to increase the understanding and requirements encompassing all facets of the required changes both from Industry as well as our client's perspective. The CBA Solutions team members are individuals who are active participants in leading Industry Committees and Groups (ISITC, SIFMA, & DTCC) that are in the process of developing the required Business Practices and Procedures to implement the required US Mandates.CBA Solutions OfferingsWe offer our clients assistance running from the full gamut of the Cost Basis changes down to customer-specific concentrated areas. Some of our key functional areas of support include: * Subject Matter Expertise (SME) derived by our continual involvement with key Industry Committees and Groups * Future State Gap Analysis using our quantitative Proprietary Tool "Basis Appraiser" © * Project Management Office (PMO) in forming Project Teams, Communication Plans, Project Status meetings and Project Plans * Custom targeted Business Analysis and / or Systems Analysis * Testing Planning, Coordination, Monitoring and Issue Escalation processes * Education and Training of any or all affected internal divisions, including Customer Support
cost basis regulatory solutions
cost basis assessment
business analysis and
or systems analysis
education & training
financial services

Phil Wilde's Work History and Education

CBA Solutions
Partner and Co-Founder
2007 - Present
Pineapple Planet
Data Governance Architect
2018 - 2019 • 1 year
NIIT Technologies Limited
Director, Data Management, Banking and Financial Services
2013 - 2016 • 3 years
Computervision
Project Leader / Programmer
1980 - 1987 • 7 years

Others Named Phil Wilde

Senior Project Manager at AOA
Consultant - Operational Accounting at Various Companies
National Account Manager at Club Coffee
Director, Product Solutions at Eze Software (SS&C Eze, a unit at SS&C Eze

Frequently Asked Questions about Phil Wilde


What company does Phil Wilde work for?

Phil Wilde works for CBA Solutions.

What is Phil Wilde's role at CBA Solutions?

Phil Wilde's role at CBA Solutions is Partner and Co-Founder.

What is Phil Wilde's email address?

Phil Wilde's email address is p**@cbasolutions.net.

What is Phil Wilde's business email address?

Phil Wilde's business email address is p**@cbasolutions.net.

What is Phil Wilde's HQ phone number?

Phil Wilde's HQ phone number is +1 877-954-7818.

What industry does Phil Wilde work in?

Phil Wilde works in the Financial Services industry.

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