Project Management

We Help You Get the Job Done

Getting a project finished on time with the desired outcome is not luck - it is accomplished through planning and follow through. The best intentions will not make up for the lack of planning and the fact that most staff members working on a project have "real" jobs to do.

A failed project or one that doesn't deliver the expected outcome is not only a waste of money and time but is a major demoralizing event for employees. Depending on the nature of the project a failure may mean that new products will be delayed, fee revenue lost, client expectations not met, the effects ripple through the whole department.

Revzon Consulting Group has assisted dozens of firms with all phases of projects; from simply developing a plan to managing it on a daily basis. We have been successful in detailing business needs in the project plan all the way to keeping it on track to completion. Project management requires the ability to juggle multiple tasks at the same time; be able to analyze shortcomings and to adjust the plan; play the role of task master and cheerleader; and be able to communicate effectively with senior management.

We have the know-how and experience to help your firm get the job done - regardless of the size or complexity of the project.

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"We have outsourced our internal audit function to Les and his firm by way of another company. His deep, hands-on experience in the trust and investment business provides him with a uniquely clear understanding of our Company and how it should be run consistent with state law and sound fiduciary principals."

Coastline Trust Company

Robert Gaumont / Chief Investment Officer

"Les has proven expertise in the wealth management operations field. His work is accurate and timely. He develops excellent rapport with clients and service delivery is consistent with customer expectations."

SerVus Consulting Group, Inc.

John Kluttz / President

"I have known and worked with Les Revzon for over 30 years and highly recommend Les for any consulting or operational engagement involving wealth management. He is expert in every aspect of the trust and bank compliance markets. Over the past few years, Thomson Reuters has called upon Les' expertise to help us explore new ventures in Employee Benefits as well as preview and advise us on a new Workflow Management offering for wealth management organizations. But Les is not only knowledgeable in his fields of expertise. He has the skills, abilities, charisma and know-how to successfully manage complex consulting and operational engagements."

Thomson Reuters ONESOURCE Trust Tax

Art Ridolfi / Executive Sales Manager

"Les provided us invaluable assistance in our trust system conversion. His trust background and keen eye for numbers were a tremendous asset. I enjoyed working with Les and quickly discovered that his integrity and expertise would allow me to rely on the accuracy of his work and focus on other areas of the conversion."

Choate, Hall & Stewart

Peter Quigley / Trust Operations Manager

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