Bob Adams

Robert Adams is an experienced financial services professional with over 20 years of program and project management expertise in capital markets regulatory transformation.  Over the years, Robert has helped clients deliver on projects such as TARP, Dodd Frank, Reg W, and UMR.  Prior to joining Monticello, Robert has worked with leading global organizations including Bank of America, the DTCC, Deutsche Bank, Credit Suisse, and Citigroup. Robert is a certified Project Management Professional. He earned his MBA from Pace University’s Lubin School of Business with a concentration in Financial Economics and holds a Bachelor of Science in Accounting from Rider University.

Tulsi Patel

Tulsi Patel is a Senior Consultant with experience of business analysis, testing and project management in financial services and technology consulting. In her pervious role as a Product Owner at Infosys Consulting, she focused on digital product management. Prior to Infosys, Tulsi worked at MetLife as a Business Consultant leading projects in the enterprise transformation of legacy accounting systems to PeopleSoft ledger for EMEA and LATAM region. Tulsi is a certified Scrum Master and holds a Bachelor of Science degree in Finance from Rutgers Business School. In 2018, she earned her Master of Science degree in Management and Systems from New York University.