Your Best Partners for Business Value Growth
CLEARPRISM was founded by seasoned business, financial, technology and portfolio leaders who have spent all their careers helping clients discover and validate those things that bring the greatest value in the least amount of time. Understanding that industry experts agree that most business assets and portfolios tend to underperform to expectation, CLEARPRISM was founded with one mission in mind: to accelerate portfolio growth and value through the application of algorithms and machine learning.
Our track record of helping clients move beyond simply surviving, but to actually grow and outperform expectations is the reason why clients do business with us. We’re also recognized for applying algorithms, machine learning and artificial intelligence to portfolio diligence, planning, execution, management and exit—leading to higher return in assets and investments.
At CLEARPRISM, our core values guide the way that we do business internally and with all our clients and partners. CLEARPRISM’s Guiding Principles are as follows:
- Dedication – We are completely dedicated to our mission and the delivery of a highly efficient and effective process for our clients.
- Excellence – We are focused on providing the highest levels of excellence through consistent processes, experienced people and exceeding client expectations.
- Integrity – We follow through on our promises to our clients and each other. We ensure that we always follow the highest ethical and moral standards in everything we do.
- Communication – We are focused on listening first and clear, consistent communication with our clients.
- Respect – We treat everyone with mutual respect, are sensitive to others’ opinions, acknowledge the importance of diversity, and value everyone’s contributions.
- Courage – We say what we think (professionally, tactfully) even if it’s controversial, make tough decisions early, take smart risks, and challenge legacy thinking and processes.
- Judgment – We make wise decisions, treat root causes not symptoms, think strategically, and do the “right things, right!”
- Innovation – We discover new, practical solutions, challenge the prevailing assumptions, and always strive to look for “how it could be done better?”
- Passion – We inspire others, care intensely about our clients’ successes, celebrate wins, go beyond our “job”, act as leaders, and feverishly take the initiative and do what is right.
MANAGING PARTNER AND FOUNDER
Bret has spent most of his career in a professional leadership role providing both internal executive leadership within his companies and, more importantly, external advisory and business portfolio transformation services to his clients.
Bret started at Arthur Anderson before being recruited by the Dallas Cowboys Football Club where he spent three years as the Controller for both the Dallas Cowboys and Texas Stadium Corporation. Bret returned to Arthur Andersen, as a member of the business consulting practice, before moving to Cap Gemini Ernst & Young.
In 2001, Bret co-founded Lucidity Consulting Group LP, as Managing Partner. Bret led the growth of Lucidity from a regional startup to a national consulting company consisting of several hundred professionals. Lucidity was acquired by Emtec Global Services in 2015 where Bret became a Partner at Emtec and member of the Senior Executive Team. Bret started ClearPrism in 2017 as the Founding Partner, leveraging two decades of business asset and portfolio growth experience.
Ralph Welborn, Ph.D.
Ralph has 30 years’ experience in math-based business and technology transformation. Previous roles included Strategy & Transformation Leader at IBM (Middle East & Africa), Senior Partner, head of Global Solutions & Innovation at KPMG Consulting, CEO of boutique Innovation Platform & Analytics company, Founder of Advisory firm focused on predictive analytics and ‘complex problems’ – working on difficult challenges in global businesses and the defense industries. His experience has included several years living in South Africa & Dubai, 18 months in South Korea and significant experience in Europe and AsiaPac.
He is the author of three books: Topple: The End of Firm-based Strategy and the Rise of New Models of Explosive Growth (May 2018), other two on Innovation (Jericho Principle) and Strategic Execution (Get It Done) and multiple articles on a range of topics – from new models of growth, beyond. Common threads to much of his work are amplifying the ‘faint signals’ of market shifts and implications on where you play and how you execute.
John has over 20 years as a professional business advisory and technology consulting leader for professional consulting firms like PwC, RSMI and BKD. He is responsible for the Project Management of resources in excess of 100,000 consulting hours and architected several large transformation initiatives including multi-discipline implementations spanning several software products culminating on a single or series of go-lives.
He has held several technology leadership and solution architect positions spanning manufacturing (discrete, process, project and flow) retail, wholesale, distribution, oil & gas, utilities and capital markets/banking industries. Provided strategic and advisory and consulting services focused primarily on technology enablement, program management and solution architecture. Responsible for the execution of work that aligns with management’s goals and objectives.
Jason enables clients to set and achieve their business transformation goals by utilizing proven methods to design, direct, and implement new business processes and technologies. He has over 20+ years as a professional business advisory consultant and systems integrator in roles ranging from Business Advisory Director, Chief Solution Architect, System Integration Practice Director, and Project Management.
With over 100 clients ranging from small businesses to multi-national enterprises, Jason has a broad range of industry experience including Manufacturing (discrete, process, and project), Financial Services, Food & Beverage, Utilities and Energy, Public Sector, Pulp & Paper, and Professional Services. Prior to joining ClearPrism, Jason worked for Arthur Andersen, Cap Gemini Ernst and Young, Lucidity Consulting Group, and Emtec Inc.
An extensive career with proven delivery of strategic technology planning, IT architecture and development, executive and organizational alignment, IT management & operations, and global implementation programs. Collaborative value based decision approach and governance to ensure IT programs are aligned with business objectives and corporate strategies. Employs a balanced strategy for the effective utilization of emerging technologies and innovation to improve operational efficiency. A dynamic leadership style to energize multi-disciplined organizations while balancing tactical and strategic demands. Results oriented with a strong sense of personal accountability leading to consistently meeting or exceeding targeted objectives.
Prior to joining the Clearprism team, Glenn held senior executive IT positions at Accenture, PepsiCo, and Southwest Airlines.
Former Senior Partner at KPMG and CapGemini with 30 years of experience in technology development. For the past 10 years, Prabhakar has been focused on AI, from which he applied for 4 patents regarding risk-modeling and predictive modeling. He has extensive experience in financial services across all advanced markets globally.
He has very a very granular & quantitative understanding of variables (product x capabilities x processes) that make up the interdependencies among diverse industry portfolios. He has a strong technology and data science background with hands-on experience with latest techniques in AI/ML and use of natural language processing, big data and integrating unstructured data into mainstream computing. He has four patents pending in this space.
His current work is in the area of quantifying exposures across a wide range of risk-taxonomy such as reputation, compliance, operational and so on. He is also working on algorithmic fraud detection techniques that can have wider applications beyond payment & AML.
Senior Director of Delivery
Tim has a solid background in digital transformation with his more than 24 years of experience that started on the ground floor of this revolution. His career was founded on a solid grasp of business principles upon which he then started providing strategic advice to multi-billion-dollar businesses by layering on targeted, customized, state-of-the-art technology solutions. His focus has been transforming companies around the globe in industries including Telecommunications, Industrial Manufacturing, Process Manufacturing, Contract Manufacturing, High Tech, Distribution, Oil & Gas, Energy, Communications, Media & Entertainment, Aerospace and Defense with their migration from legacy systems to Enterprise Resource Planning (ERP) Solutions as well as Cloud Solutions and preparing them for the future with such cutting-edge technologies as the Internet of Things (IoT). Tim began his career at Arthur Andersen after earning his BBA in Business Analysis from Texas A&M and his MBA in International Business & Finance from Texas Christian University.
Marc has more than 35 years of experience as a domain expert, data strategist and senior practice / business unit executive in management consulting/system integration and investment technology development firms serving all segments and tiers of the global financial services market. Prior employment relationships have included global data & analytics practice leadership roles with Deloitte Consulting and Capgemini Financial Services, global financial services business unit managing principal responsibilities for Unisys Corporation, and investment software global sales and marketing executive leadership positions with SS&C Technologies, Inc. and Princeton Financial Services (co-founder / acquired by State Street Bank). Marc is keenly focused on leveraging innovative technical and consultative solutions in such areas as data strategy, analytics and risk management to help clients resolve complex business challenges and drive profitable growth.
Hemanth Nair, Ph.D., MPH
Previously founder and principal consult of Vis-à-Vis Information Visualization and Analytics. Prior to founding Vis-à-Vis, Hemanth managed data visualization product development for the Strategic Innovation Group at Booz Allen Hamilton.
Earlier in his career, he worked as an epidemiologist for New York City Department of Health and as an Epidemic Intelligence Service officer for the Centers for Disease Control and Prevention
Private equity channel and solution leader with deep investor experience in strategic, corporate and technology development enterprises, specializing in initiatives to launch new products, open new markets and revolutionize company relationships with their customers and partners.
DIRECTOR OF PARTNERSHIPS
Develops and manages ongoing relationships with strategic partnerships across multiple industries and disciplines. Previously spent time in Insurance, Health Tech, and Healthcare Strategy consulting. Moved on to scaling early stage Education Technology companies through multiple funding rounds and exits. Focused on building teams, operational financial systems, and scalable business models to maximize firm value in the new world.
DIRECTOR OF BUSINESS DEVELOPMENT
MVP award-winning senior solutions engineer and product manager with 15 years of demonstrated experience of delivering value in the enterprise planning software industry. GM for the West Coast, North American presales teams for one of the largest global ERP developers. Led product management and go-to-market strategies focusing on TCO analysis and analytics for highly regulated industries such as Tier-1 automotive, capital equipment, medical device, high-tech, and A&D sectors, with a common focus of translating complex and technical solutions into easy-to-understand, non-technical stories. Lead presenter in over 200 eight-hour presales presentations as well as several major keynotes to large ERP developers.
DIRECTOR OF PROJECT MANAGEMENT
An established leader with demonstrated success in delivering projects on time and on schedule. His ability to connect and partner with all organizational levels enables him to produce solutions in project management to achieve desired outcomes. Travis brings with him an exceptional set of tools which he can mobilize to solve common and unique problems encountered in project life cycles. With expertise in Agile and Waterfall methodologies, success comes in selecting the right tool/process to meet the need or solve the problem. Certified ScrumMaster.
Lead Data Scientist – Regulatory Practice
Anand is engaged in applying AI/ML algorithmic techniques to ClearPrism’s Risk and Financial Crime Detection initiatives. He has 15+ years of experience working with financial institutions in areas of Risk Management, Regulatory Compliance and Analytics Services. He is well versed in machine learning, statistical analysis & quantitative modeling and has worked extensively with financial institutions in the development and validation of stress testing, loss forecasting and time series models for regulatory as well as ‘business as usual’ purposes. He holds a Master of Science degree in Financial Engineering from the University of Michigan, Ann Arbor and is a CFA charter holder.
DIRECTOR OF MANAGED SERVICES
IT Professional with a strong combination of IT Service Management experience and team building. Highly skilled at multi-tasking, problem-solving across business units, and bridging technical and non-technical people to achieve productivity and financial goals for the company. A result-driven, self-motivated, and resourceful director with a proven ability to incorporate vision and big picture thinking into tangible outcomes.
Strengths include executing organizational change and processes by fusing cross-functional collaboration with strong project management and training skills to deliver quality service and solutions. Broad experience spans retail, manufacturing, and non-profit.
Product Manager and Data Scientist
Tarek has 5 years of experience as a professional business advisor and technology consultant and was awarded as one of EY’s Top Consultants in Communication and Business Engagement. With an interdisciplinary background in strategy, information technology, and policy and data analytics, he has worked on varied arrays of projects including business development for GE’s SSA supplier optimization team, developing a predictive risk management framework for a $10m risk transformation engagement, as well as data analytics at UChicago Urban Labs. Tarek has experience in quantitative frameworks including machine learning and financial forecasting, as well as developing growth strategies and new product offerings. He has a double major in Business Administration and Information Systems from Carnegie Mellon, and a Masters in Public Policy from the Harris School at UChicago with concentrations in Data Analytics & International Economics and Development.
Senior Consultant and Data Scientist with experience in advising private equity clients on due diligence and operational improvements via digitization and cloud computing. Alekh has about 3 years of experience in financial services including private equity, asset management and trading working with fund less sponsor Ouroboros group in Boston as well as working with Industry leaders like John Hancock & Morgan Stanley within the respective fields. He has earned his bachelor’s in accounting & finance and has also accomplished his Masters of Science in Finance from Brandeis University in the greater Boston area.
Adam Roti has fifteen years of consulting experience in a diverse variety of industries. Adam has proven to be an effective Project Lead, collaborator with clients, and Business Analysts in re-defining current business processes to gain greater efficiency and improve business operations. Adam’s education and professional experiences in Supply Chain Management, primarily in the areas of Transportation and Logistics, Distribution, and Warehouse operations and Project Management experience in various industries.
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