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About Us

Andrew Bush

Owner / Senior Advisor

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ANDREW G. BUSH 

andrew.g.bush@gmail.com 

(917) 691-9009 

Andrew Bush has held various leadership positions at the intersection of business innovation, Data, and Technology in the Financial Services, Insurance, and Consumer Tech industries for over twenty years. He operates a boutique consulting company that provides clients with fractional and interim technology and data leadership services, including acting as the Chief Information, Security, and Data Officer of a top online travel company.

As a hands-on leader, Andrew has been applying his practical approach to innovating and scaling business models while improving effectiveness, consistency, and accuracy by combining his intimate knowledge of data science/AI, enterprise data, technology product design, and operations management. He has often found himself helping companies transition from ”growth” to “scale.”

As a strategic advisor, Andrew has

  • Led the design and launch of new Chief Data and Analytics Officers to improve data quality and enable advanced use of Data Science,
  • Led evaluation of reference data outsourcing options for AI SaaS firms
  • Coordinated front-to-back trade flow technology architecture and stability reviews for a large back-office outsourcer.
  • As Chief Information Security Officer, led the transformation of private companies' security functions, including technology, staffing, and risk management functions.
  • As Chief Information Officer, led the restructuring of infrastructure, corporate technology, DevOps, and quality organizations. Building new team structures and introducing new internal technology products to improve reliability and scalability while reducing total cost.
  • As Chief Data Officer, I led the transition from an “ad-hoc” data strategy to an “enterprise” data strategy by introducing well-defined reusable data products managed through a single data management platform, which improved the time to market for new business analytics.
  • Held multiple board advisory positions on SaaS and Data companies.

Previously, Andrew was the Head of Technology for Lazard Financial Advisory, responsible for all aspects of M&A banking technology. Here, he led the migration of multiple CRM and deal management applications to SaaS and launched new banking capabilities, including AI/NLP-enabled Knowledge Management to improve collaboration, an internal “LinkedIn” to improve productivity, and Research aggregators to reduce 3rd party research costs.

Prior to Lazard, Andrew held multiple leadership positions at Citi and led multiple client-facing initiatives to improve customer experience, including the introduction of a new client onboarding function for capital markets, which resulted in a 25% improvement in account opening times, a 45% improvement in quality, and a 90% increase in throughput; and the transformation of the account services group for trade and treasury introducing the first global workflow and regulatory rules technology to over 40 countries and 800 people. Before Citi, Andrew served as the Global Program Manager at Credit Suisse for the Securities Reference Data program and ran the Securities, Clients and Accounts data integration program for Barclays following the acquisition of Lehman Brothers.

Throughout his career, Andrew has enjoyed operating at the intersection of business, data, and technology (from before data became cool). He has a solid track record of partnering with business leaders, understanding their goals, translating this into technology capabilities, and focusing on execution. Andrew has a master’s degree in business administration from NYU-Stern, a master’s degree in engineering from Cambridge University, England, and a master's in arts from Cambridge. Born in England, he moved to New York in 2004 on a one-year contract and never returned! He now lives in Summit, New Jersey, with his two children.

 

Zbigniew Ostrowski

Senior Advisor 

Financial Services – Trading Technologies, Market Data, Enterprise & Reference Data Management, CDO Strategy and Services, Transformation and Architecture.

zbigniew

Zbigniew is currently a Director at TRI Asset Management, which specializes in helping organizations plan and manage global operations & technology programs practices to help accelerate their ability in Trading , Risk Management, Financial Reporting, Securities Trade Processing, Securities Accounting and Chief Data Office.  Areas of experience and expertise are within Capital Markets (Equity and Fixed Income trading and Risk), Prime Brokerage, Investor/Fund, Custody Services, and Asset Management. In a recent engagement, he conducted an in-depth analysis & design for a Securities Processing Company, a Large fund and asset manager, defining their future state trading and clearing platform architecture. For an NY-based Mergers & Acquisitions company, he has developed a Client Legal Entity & Securities Platform used for business, sales, and trading purposes.

Zbigniew has over 38 years of experience working in the financial industry for Investment Banks, Asset Management, Mutual Funds, Insurance, and Retail Brokerage firms managing Trading Technology, Chief Data Office, Reference Data, Market Data, and various Technology and Back Office Functions. In his various roles, he has been responsible for Technical and Data Architectures and Blue Prints, Standards for the identification of instruments and business entities, standards for defining the terms and conditions of financial contracts, and standards for classification to support aggregation required for regulatory oversight along with Re-Architecting Exchange Trading platforms and technology.

In his prior roles, Zbigniew was a director at Citi Group, where he was responsible for reference data strategy and enterprise data management. He has been involved in spear heading Chief Data Office Strategies, Enterprise Data Management standards (CDO) and policies for Master Reference Data and chaired various Citigroup Governance Data Councils and Committees, Also engaging on a regular basis with the OCC addressing the firms MRA’s with regulators.

He was a Senior Vice President at Lehman Brothers in charge of Security and Reference Data & Strategy for over 11 years;   At Aetna Life and Casualty - Head of Market Data and Pricing Services and Reporting for 6 years; At Advest/Merrill Lynch as Head of Office Automation, Micro Computing, Client Data Services and Infrastructure; At Walker Actuaries he served as an Actuarial Business Analyst, Senior Architect/Programmer & Data Base Analyst developing Insurance, Pension and Investment products.

In addition to Zbigniew’s strong Financial Business and data technology experience, He has served on the Board of Directors and Trustees for ABA-Cusip, a Member of the FISD and EDM Council, Series 99 License (FINRA Operations Professional); and has served as an Industry Expert/Moderator and Panelist for several Financial Services Forums - Industry Summit on Transformation and Outsourcing Strategies, Industry Utilities, Reference Data, and Enterprise Data Management & Strategies.