Active, Pipeline & Closed

Every engagement with a health, a burn, and a next milestone.

Practice

Health

Account	Title	Type	Practice	SDL	Status	Health	Booked	Burn	Next milestone	Days
Meridian Capital GroupT1	BCBS 239 Risk Data Aggregation — Phase 2	implementation	Risk & Reg	TWWestbrook	active	green	$2.4M	60%	Risk Data Lineage Sign-off	13d
Hartwell SecuritiesT1	Snowflake Migration — Phase 1 Assessment	assessment	Data	SLLai	active	green	$480K	58%	Workload Inventory Readout	6d
Atlas Bank GroupT1	CCAR 2026 Submission Support	implementation	Risk & Reg	BCCole	active	red	$1.9M	71%	Methodology Review Re-baseline	4d
Northwell FinancialT1	Retail Bank Op-Model Redesign	implementation	Transformation	GMMehta	active	green	$3.2M	35%	Future-State Op Model Workshop	10d
Crestmont Asset ManagementT1	Investment Data Platform — MDM Build	implementation	Data	JOOkafor	active	green	$1.6M	44%	Reference Data Domain Cutover	27d
Sentinel Trust CompanyT2	Risk Function Build-out — Phase 3 Extension	managed	Risk & Reg	PRRaman	active	amber	$1.1M	80%	Phase 3 Scoping Workshop	8d
Velocity FintechMid	Data Quality Framework — Assessment	assessment	Data	JOOkafor	active	green	$320K	34%	DQ Maturity Diagnostic	11d
Banque LyonnaiseT1	Pan-European Risk Reporting — Steady State	managed	Risk & Reg	TWWestbrook	active	green	$1.8M	41%	Q2 Regulatory Pack Review	17d
Meridian Capital GroupT1	Data Mesh Pilot — Trading Domain	assessment	Data	SLLai	active	green	$380K	42%	Domain Owner Interviews Complete	7d
Hartwell SecuritiesT1	AML Model Validation	implementation	Risk & Reg	BCCole	active	green	$720K	40%	Model Documentation Review	14d
Northwell FinancialT1	Branch Operations Diagnostic	assessment	Transformation	RKKim	active	green	$280K	32%	Branch Visits Complete	13d
Crestmont Asset ManagementT1	Risk Reporting Modernization	implementation	Risk & Reg	PRRaman	active	green	$540K	33%	Report Catalog Complete	19d