Paul Fritts
Solution Partner at Vertical Relevance- Claim this Profile
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Topline Score
Bio
Sanjay Thapa
I had the distinct honour of working with a very professional project manager. He is a highly skilled project manager and keeps everyone honest, he is truthful and gives everyone an opportunity to put their case. He is very accommodating and has the ability to work under immense pressure. The project that we worked on was a high stakes project, however we were able to meet the timelines only because of his consistent follow ups and keeping the team honest Was a pleasure working with you Paul and hope we cross paths again. Will be extremely happy to work with you again
Vineet Kaushik
Paul is one of best in strategic advisory and management consulting space. I worked with Paul through multiple highly visible engagements. The vision and simplified execution Paul brought for cross LOB stakeholders in Financial Services space, was always appreciated by all levels of stakeholders. A well rounded leader and true strategic advisory, Paul has been a pleasure to work with in all situations. I wish him all the best and highly recommend him to any organization looking to develop customer centric solution with optimal deployment of key enterprise assets.
Sanjay Thapa
I had the distinct honour of working with a very professional project manager. He is a highly skilled project manager and keeps everyone honest, he is truthful and gives everyone an opportunity to put their case. He is very accommodating and has the ability to work under immense pressure. The project that we worked on was a high stakes project, however we were able to meet the timelines only because of his consistent follow ups and keeping the team honest Was a pleasure working with you Paul and hope we cross paths again. Will be extremely happy to work with you again
Vineet Kaushik
Paul is one of best in strategic advisory and management consulting space. I worked with Paul through multiple highly visible engagements. The vision and simplified execution Paul brought for cross LOB stakeholders in Financial Services space, was always appreciated by all levels of stakeholders. A well rounded leader and true strategic advisory, Paul has been a pleasure to work with in all situations. I wish him all the best and highly recommend him to any organization looking to develop customer centric solution with optimal deployment of key enterprise assets.
Sanjay Thapa
I had the distinct honour of working with a very professional project manager. He is a highly skilled project manager and keeps everyone honest, he is truthful and gives everyone an opportunity to put their case. He is very accommodating and has the ability to work under immense pressure. The project that we worked on was a high stakes project, however we were able to meet the timelines only because of his consistent follow ups and keeping the team honest Was a pleasure working with you Paul and hope we cross paths again. Will be extremely happy to work with you again
Vineet Kaushik
Paul is one of best in strategic advisory and management consulting space. I worked with Paul through multiple highly visible engagements. The vision and simplified execution Paul brought for cross LOB stakeholders in Financial Services space, was always appreciated by all levels of stakeholders. A well rounded leader and true strategic advisory, Paul has been a pleasure to work with in all situations. I wish him all the best and highly recommend him to any organization looking to develop customer centric solution with optimal deployment of key enterprise assets.
Sanjay Thapa
I had the distinct honour of working with a very professional project manager. He is a highly skilled project manager and keeps everyone honest, he is truthful and gives everyone an opportunity to put their case. He is very accommodating and has the ability to work under immense pressure. The project that we worked on was a high stakes project, however we were able to meet the timelines only because of his consistent follow ups and keeping the team honest Was a pleasure working with you Paul and hope we cross paths again. Will be extremely happy to work with you again
Vineet Kaushik
Paul is one of best in strategic advisory and management consulting space. I worked with Paul through multiple highly visible engagements. The vision and simplified execution Paul brought for cross LOB stakeholders in Financial Services space, was always appreciated by all levels of stakeholders. A well rounded leader and true strategic advisory, Paul has been a pleasure to work with in all situations. I wish him all the best and highly recommend him to any organization looking to develop customer centric solution with optimal deployment of key enterprise assets.
Experience
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Vertical Relevance
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United States
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Financial Services
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1 - 100 Employee
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Solution Partner
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Mar 2019 - Present
Solution Partner with focus on Financial Services Industry including Wealth Management, Asset Management, and Retirement Offerings. Extensive Account Opening, Client On-boarding, BSA and KYC experience. Solution Partner with focus on Financial Services Industry including Wealth Management, Asset Management, and Retirement Offerings. Extensive Account Opening, Client On-boarding, BSA and KYC experience.
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Knowledgent Group
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United States
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IT Services and IT Consulting
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Solution Lead and Informationist
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Mar 2010 - Mar 2019
Knowledgent is a data intelligence company that enables enterprises to become digital and intelligent by innovating in and through data for financial services and healthcare industries. Primarily responsible for overseeing and managing programs and projects within the Financial Services practice. Knowledgent is a data intelligence company that enables enterprises to become digital and intelligent by innovating in and through data for financial services and healthcare industries. Primarily responsible for overseeing and managing programs and projects within the Financial Services practice.
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EMC
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United States
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Biotechnology
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1 - 100 Employee
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Competency Partner
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Aug 2007 - Mar 2010
Competency Partner responsible for marketing and delivering CRM, Contact Center, and Online professional services. Competency Partner responsible for marketing and delivering CRM, Contact Center, and Online professional services.
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BusinessEdge Solutions
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Information Technology & Services
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1 - 100 Employee
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Solution Partner
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Jan 2005 - Aug 2007
Solution Partner responsible for marketing and delivering Wealth Management and Product Launch management consulting services Solution Partner responsible for marketing and delivering Wealth Management and Product Launch management consulting services
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AMS
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Maritime Transportation
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Senior Principal
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1997 - 2004
Senior Principal responsible for marketing and delivering Wealth Management, Retirement, Financial Planning and Online services Senior Principal responsible for marketing and delivering Wealth Management, Retirement, Financial Planning and Online services
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Education
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New York University - Leonard N. Stern School of Business
MBA, Finance -
Fairleigh Dickinson University
Bachelor's degree, Finance and Economics
Community
