Juan Castrillon 914-907-6938

Ossining, NY 10562 jccastril@gmail.com

www.linkedin.com/in/juan-castrillon

SUMMARY
Financial executive with broad-based experience in strategic and operations financial services
management, consulting and project management. Strong track record of developing and
enhancing business process management and technology related initiatives. Proven ability in
define, measure, analyze, improve and control of Client Onboarding/AML/KYC, middle office
enhancement/outsourcing, compliance policies and procedures improvements, Mergers &
Acquisitions and technology implementations, conversions, rationalizations and SDLC. Strong
problem solving, communications and influencing skills and experienced in change
management.
Asset Management Capital Markets Alternative Investments
Broker Dealers Banking / Insurance Wealth Management
PROFESSIONAL EXPERIENCE
NAVIGANT CONSULTING, INC., New York, NY Sep. 2013Feb. 2017
Global Consulting and Professional Services Firm
Associate Director
Project-managed and provided subject matter expertise to multiple consulting engagements
through leading Operations and Technology Excellence, Business Process Reengineering,
Front-to-Back capability maturity development, Financial Data Management and Middle & Back
Office Cost-to-Serve models.
Developed and ran Program Management Office for a Compliance Rules & Regulations
initiative at a leading bank focusing on identifying gaps in the Rules & Regulations and
processes
Designed middle office framework and vendor outsourcing analysis models supporting a 40-
Act platform for a major asset manager
Completed the successful acquisition of a Hedge Fund Analytics provider for a large bank
as a subject matter advisor and technology project stream leader covering both technology
infrastructure and application development
Completed a challenging acquisition of a European broker dealer for a U.S. bank as overall
program management officer and subject matter advisor
Provided subject matter and project management expertise, and led a major project stream
(on an 80+ consultants engagement) on a major Client Onboarding, AML and KYC
remediation, and Client File Review encompassing customer transactions, accounting,
offshore accounts and trusts on issues related to Mossack Fonseca (Panam Papers)
Left because of dissolution of Investment Management Practice
COGNIZANT TECHNOLOGY, INC., Teaneck, NJ Sep. 2012Sep.
2013
Global Consulting Firm
Senior Manager
Business and management consulting. Alternative Investments, Capital Markets and Wealth
Management lead.
Served on advisory committee of a Fund Administrator and led an effort to develop and
implement changes to product offering, business development strategy and digital
experience
Left because of shuttering of consulting team
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THE CAPITAL MARKETS COMPANY (CAPCO), New York, NY Oct. 2010Aug. 2012
Global Consulting Firm
Principal Consultant
Provided subject matter expertise and Business Process Operations re-engineering
leadership to help restructure a banks corporate, institutional and Prime Brokerage
securities lending businesses
Left because of companys acquisition by Fidelity National Information Services (FIS)
WR GROUP HOLDINGS (WR CAPITAL MANAGEMENT), Stamford, CT Jun. 2009Sep. 2010
Investment firm with family office, hedge funds, fund of hedge funds and managed accounts
Vice President and Head of Operations
Managed all operations, on-boarding and conversion activities, prime brokerage agreements
and ISDA negotiations, and ongoing operations risk mitigation
Left due to firm closing
J.P MORGAN, Old Greenwich, CT Jul. 2008May 2009
Hedge Fund Administration
Vice President and Relationship Manager
Managed $4 million+ in annual revenue through a select profile of existing and prospective
clients encompassing Fund Administration/Accounting, Middle Office Outsourcing and
Collateral Management
Left due to credit crisis and significant client loss
BEARINGPOINT, INC (from KPMG,) New York, NY May 2006-Jan. 2008
Global Consulting Firm
Manager
Led a team that documented, synthesized and detailed a leading global asset managers
strengths and operational shortcomings and risks posed, including but not limited to front
office, trade execution, trade processing portfolio management
Left due to company going out of business
BEAR STEARNS SECURITIES, CORP., New York, NY May 2001-May 2006
Global Investment Bank
Associate Director
Established the prime brokerage business consulting group of the global prime brokerage
services group
GOLDMAN SACHS COMPANIES, INC, New York, NY Aug. 1998-Apr. 2001
Global Investment Bank
Client Service / Relationship Manager
Managed a bevy of hedge fund prime brokerage client relationships with margin financing,
risk management, securities lending, trade and foreign currency processing

EDUCATION / TRAINING
Bachelors of Science, Finance
State University of New York, Old Westbury, NY
Lean Six Sigma Green Belt Trained
Navigant Consulting, New York, NY
Project Management Professional Trained
Navigant Consulting, New York, NY