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MJ Phillips, Oyster

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Former Robert W Baird director joins Oyster Consulting

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Mary Jane Phillips (pictured) has joined Oyster Consulting as an Associate Director, expanding Oyster’s Strategic Management and Operations and Technology practices. 

The move increases the firm’s ability to help broker-dealers and investment advisors optimise operations, automate processes, explore clearing and custody options, and execute conversions efficiently and effectively. 

Phillips has 30 years of experience in financial services, focused on providing continuous improvements to operations and branch networks, helping firms exceed client needs and enhance revenue generating capabilities. Phillips’ expertise includes the assessment and management of organisation structures and workflow to enhance operational efficiencies, including technology enhancements, outsourcing, customer service programs, reporting and compliance.  
 
“Mary Jane brings impressive operations and strategic management skills,” explains George Jennison, Oyster Consulting President. “Her knowledge and passion for helping firms assess and improve their operations and clearing strategies will be invaluable as firms continually strive to increase revenue and enhance their client experience.”

“I am both excited and honored to join the Oyster team. As a consultant for Oyster, I look forward to leveraging my deep operations and clearing advisory experience to support the growth and success of our clients,” Phillips says. 

Phillips joins Oyster Consulting’s industry experts in the Operations & Technology and Strategic Management practice groups, and is located in the Milwaukee, WI area. 

 

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