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David Kohn Kirk Moehle Operations for Financial Services

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ALLIANCE BERNSTEIN. David Kohn Kirk Moehle Operations for Financial Services. Bernstein’s Product Offerings. Custom. Low Volume. Job Shop. High Volume. Commodity. Small/Mid Cap. Production. Diversified Value. Repetitive. Strategic Value. Flow Shop. Mutual Funds.

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Presentation Transcript
slide1

ALLIANCEBERNSTEIN

David Kohn

Kirk Moehle

Operations for Financial Services

slide2

Bernstein’s Product Offerings

Custom

Low Volume

Job Shop

High Volume

Commodity

Small/Mid Cap

Production

Diversified Value

Repetitive

Strategic Value

Flow Shop

Mutual Funds

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Internal Business Process

  • Account openings and closings
  • Daily Account Management
  • Trade allocation and processing

Legal

Portfolio Management

Sales

Operations

recommendations
Recommendations

Redesign trade allocation process

Increase alternative distribution/service channels

Increase product offerings to private clients

 Allow brokerage accounts

 Form separate unit to monitor operation risk

 Work closely with legal

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