Financial Services Experts

Maureen Financial Services ExpertMaureen Spollen is a Business Analyst at AKA Enterprise Solutions. She has more than 20 years of experience working with financial services companies including providing analysis, design and implementation of complex solutions to meet an organization’s financial needs.  In addition to strong technical skills, she has deep knowledge of accounting and finance, was a VP of Finance and Director of Finance in the telecommunications industry, and began her career in Public Accounting. Ms. Spollen  has extensive experience in financial reporting, consolidations, budgeting, and the creation of custom reports.   She has been involved in projects as an analyst, consultant, project manager, and project advisor working on all aspects from design to configuration, testing, training, and data conversion.

  • Business analysis and business process reengineering and design
  • Demonstration, scoping, creation of the budget for the solution and calculation of ROI
  • Architecting applications and customizations to meet specific business needs
  • Involved in over 150 implementations
  • Experience in providing business insights  and leading Projects in Financial Services

Jim Bretschneider is the EVP of SalesJim Bretschneider is the EVP of Sales and Marketing at AKA Enterprise Solutions and is responsible for the continued expansion of AKA’s sales and marketing initiatives to achieve significant growth in revenue and profitability within key vertical markets and the Microsoft Dynamics ERP and CRM product lines. Jim brings over eighteen years of management experience and a superior track record for accelerating growth and increasing software sales through vertical market strategy.

Jim’s executive leadership experience includes building and improving professional services organizations as well as selling and delivering advanced business solutions based on Microsoft Dynamics. Having served as managing director at Columbus IT USA Inc., he brings an extensive background in building successful sales teams and producing rapid and profitable growth. Bretschneider brings extensive experience in strategic account engagement and management, business and IT consulting for Fortune 500 and global companies and sales and implementation of Microsoft Dynamics Business Solutions in the USA, Europe and Asia.

Brad MonnetBrad Monnet is a Manager, CRM Delivery at AKA Enterprise Solutions. As a Manager, Brad is a project leader and mentor, representing delivery in sales efforts; planning, staffing, and managing projects. With a background in finance, finance operations, and working as a CRM analyst in the financial industry prior to AKA, Brad is a central figure leading AKA’s Financial Industry strategy. He is a Project Manager for AKA’s strategic clients, leading large project teams through challenging enterprise implementation projects. Brad is a CRM certified professional, balancing both his project management acumen with concrete Dynamics CRM knowledge, and how to map client processes into the CRM product. Brad espouses project management techniques and best practice delivery policies while also mentoring mid-level and junior analysts.