Adam R. Lerner
Mr. Lerner has over twelve years of experience in the financial services industry specializing in process redesign and systems analysis. He has performed a lead role on several projects for investment managers, mutual fund companies, and technology vendors. To these projects, Mr. Lerner brings a wide array of experience and expertise in the areas of domestic and international mutual fund operations, back-office brokerage and accounting, front office order management/routing, and information systems. Prior to joining Beacon Consulting Group, Mr. Lerner was an independent consultant working for a leading investment/accounting technology vendor on several client initiatives. Additionally, he held the position of Consulting Services Project Lead for SunGard Brokerage Systems providing customized business and systems solutions to broker/dealer clients. Previously, he held several leadership positions within the mutual fund accounting operations of First Data Corporation. Mr. Lerner has a Bachelors of Science degree in Finance from Bridgewater State College.

Contact Information
617-523-4030 x239
alerner@beaconcgi.com

<<< Back to Our Team