Jeff Wallace, Managing Partner, founded GTA in 1992. His corporate experience includes positions as Vice President - International Treasury at American Express, Assistant Treasurer Finance & Operations at Dun & Bradstreet, and Assistant Treasury International at Seagram. He also was a Vice President at Greenwich Associates, which is unaffiliated with GTA. A CPA, Jeff started his career with Price Waterhouse.
A frequent writer and speaker, Jeff has published The Group of 31 Report: Core Practices for Managing MNC Foreign Exchange Risk (1999, Association for Finance Professionals) and the FAS 133 chapter in the International Finance and Accounting Handbook (2003, John Wiley & Sons). Visit Articles to download these articles as well as others. Jeff also is on the editorial boards of International Finance & Treasury and Treasury Management International.
He has given presentations to the Association for Financial Professionals; the Conference Board’s CFO, Controlle,r and Treasurer Councils; several EuroFinance North American and European conferences; Financial Executives International; the Italian Association of Risk Managers; the National Association of Corporate Treasurers; the New Zealand Society of Corporate Treasurers; and the Treasury Management Association of Canada. He has an MBA in Acccounting from University of Chicago and a BA in mathematics and economics from Dartmouth College.
Jim Simpson, Partner, has over 35 years’ experience as a senior financial officer of both large and small corporations and as a treasury consultant specializing in corporate finance. He was EVP & CFO of Moore Medical Corporation, a public, midsized health products distribution company and was EVP, CFO & Director at a midsized home textile company, CS Brooks, and Treasurer of Sandoz USA (now Novartis). Jim is also a Co-Founder of Debt Compliance Services LLC. He was earlier a partner at GTA and a treasury consultant at KPMG.
During the course of his career, Jim has successfully conceptualized, negotiated and closed IPOs, private equity, subordinated debt, mezzanine loans, private placements, leases, revolvers, ABLs, multi-currency facilities, and CP programs. As a consultant, Jim has successfully advised and closed a $300 million convertible bond issue, a $210 million asset based loan for a $1.5 billion specialty pharmaceutical company, a $200 million senior bank credit facility for a $500 million consumer products company, and a $20 million bank credit facility for a $100 million private paper broker. In addition, Jim has worked with several clients in developing and implementing a comprehensive debt management and covenant compliance processes, restructured a treasury department, and assisted in the sale of a variety of businesses to both strategic and private buyers.
Jim holds a BA in Political Science from Tufts University and an MBA in Finance from Babson College.
David O’Brien, Senior Director, has expertise in global cash management, forecasting, investments, debt, FX and working capital management. Prior to becoming a treasury consultant, he held several senior corporate treasury positions:
- Assistant Treasurer, EDS Corp., a $22 billion IT outsourcing company with operations in 83 countries
- Director of Treasury, Fidelity Investments, a $14 billion investment management company with over $3 trillion under management
- Assistant Treasurer, Holiday Inns, a $4 billion hotel chain with operations in 102 countries.
While at EDS, David:
- Designed and had implemented a cash management structure for 83 countries that has resulted in a $715 million (44%) reduction in surplus cash, daily visibility of 94% of cash balances and 95% forecasting accuracy over 90 day horizons.
- Coordinated the implementation of a Treasury Web Site/Senior Management Metric Dashboard. The website had 10 distinct modules, including treasury performance metrics involving leases; L/C’s; working capital; foreign exchange; and intercompany loans.
- Directed the management of $2.5 billion in investments, exceeding 2007 benchmarks by 6 basis points with no losses or SOX issues.
- Developed Working Capital programs that resulted in over $800 million (22%) in Working Capital improvements within 24 months.
David is a frequent speaker at events sponsored by regional treasury associations, the AFP, the UK Association of Corporate Treasurers and EuroFinance. He is a past Chairman of the Association for Financial Professionals and serves on the AFP’s Conference Committee. He holds a BA from University of Richmond, an MBA from Virginia Commonwealth University and the CTP certification from the AFP.
He is a frequent speaker at events sponsored by AFP, Association of Corporate Treasurers and EURO Finance. David is a past Chairman of the AFP and serves on the associations’ Conference Committee. He holds a BA from University of Richmond, an MBA from Virginia Commonwealth University and the CTP certification from the AFP.Hugh Brocklesby, Senior Director, has been a full-time treasury consultant since 1993 with over 25 years experience in international banking, corporate treasury, and treasury consulting. He has completed treasury projects for over 50 US companies ranging from Fortune 100 global multinationals to small private businesses. Many of these projects have been performed as part of a 2-3 person team as a partner at Greenwich Treasury Advisors, and he also co-managed several major corporate treasury benchmarking and best practice programs for GTA.
Hugh has worked at client locations in USA, UK, Belgium, France, Germany, Ireland, Italy, Netherlands, Switzerland, Mexico, Australia, and elsewhere. He has spoken at numerous treasury conferences, and written several articles for International Treasurer magazine.
Hugh Brocklesby is a UK national and long-term US resident. He has degrees from Birmingham University and London Business School, and worked at Harris Bank, in both Chicago and London, and at Lloyds Bank International, in both London and New York. He was Senior Vice President & Treasurer of a private NY global metal and oil trading group responsible for funding, commodity/ FX hedging, bank relationships, cash management, customer credit, and trade finance.
Bruce Lynn, Senior Director, has acquired over 20 years of corporate and banking experience in all aspects of treasury and financial management by successfully tackling major assignments in such areas as treasury operations, cash and working capital management, strategic planning, credit, systems implementations, and enhancements. He is an expert in cash management and in selecting and implementing corporate treasury workstations.
Bruce has been a contributor to the Association of Financial Professional’s Exchange and has made numerous presentations to the AFP and its regional associations, the National Association of Corporate Treasurers, and the Institute of Internal Auditors.
Bruce was previously a partner at Greenwich Treasury Advisors and left to start the Financial Executives Consulting Group, where he is Managing Partner. He was also a Vice President of Bankers Trust and Director of Cash Management for Ogden Corporation. During his many assignments, he has worked in countries throughout Asia, Africa, and Europe and with all levels of management up to and including the CEO level. He has an Industrial Engineering degree from Lehigh University, a MBA in Finance from New York University and is Certified Treasury Professional (CTP) by the AFP.