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Oculus Partners, LLC |
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Strategic Consulting Services |
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Helping our clients develop practical innovations stems from our hands-on experiences as business line leaders. We bring “in-the-trenches” knowledge that can only be gained from years of experience as line executives and managers. Oculus team members have been employees of or consultants to the following firms:
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Clients and Experience |
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Banking |
Discount Brokerage/ Mutual Funds |
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Bank of America |
CSFB Direct |
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Deutsche Bank |
Charles Schwab |
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Key Corp |
Fidelity |
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Harris Bank |
TD AMERITRADE |
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PNC Bank |
T. Rowe Price |
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Insurance |
Vanguard |
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Aon Corporation |
Services/Technology |
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Marsh |
Business Logic |
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GreatWest Life |
Delta Data Software |
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Prudential |
Enterprise Iron |
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TIAA CREF |
McCamish Systems |
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Lincoln Financial |
CitiStreet |
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Brokerage/Asset Management |
CAE Solutions |
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Trademark Capital |
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Blackrock |
Mercer Consulting |
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Merrill Lynch |
Pershing |
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TPG Capital |
Smith Barney |