Independent consulting · New York
Program leadership for financial services transformation.
Atteby LLC delivers complex change programs for banks, broker-dealers and wealth managers. Capital markets and post-trade, regulatory delivery, PMO governance, and the practical adoption of AI in regulated environments.
Services
Senior delivery capacity, on contract.
Engagements run directly with financial institutions or as supplemental talent alongside consulting firms. The work is hands-on: plans, governance, risk and dependency management, and executive reporting that keeps a program on schedule.
Program & PMO leadership
Stand up or strengthen a PMO and run the programs inside it.
- Roadmaps, milestones, budgets and resourcing
- RAID logs, escalation paths, SteerCo and C-suite reporting
- Agile, waterfall and hybrid delivery; coaching PMs and BAs
Capital markets & post-trade
Front-to-back trade lifecycle change across Rates and FICC.
- Clearing, settlement, custody and reconciliation
- Collateral management and funding optimization
- Capital efficiency and RWA-aware prioritization
Regulatory & compliance delivery
Regulation-driven programs delivered to fixed deadlines.
- KYC/AML, CIP, enhanced due diligence, OFAC, FATCA
- Compliance sign-offs and internal controls
- CLM and onboarding platform implementation
Wealth management technology
Advisor platforms, digital advice and platform outsourcing.
- Digital advice delivery and vendor integration
- Client onboarding and advisor workstation programs
- Back-office outsourcing and platform conversions
AI adoption in financial services
Helping institutions move from AI interest to delivered results, inside the governance and control frameworks that regulated firms require. Recent practice includes Microsoft Copilot in a Barclays consulting engagement and building AI agents with Claude. Earlier delivery included KYC/AML automation using RPA and machine learning. Training: MIT AI and Finance (2026) and Wharton AI Applications in Marketing and Finance.
Engagements
Selected engagements.
Representative work for global banks, broker-dealers and wealth management firms.
| Period | Client | Scope |
|---|---|---|
| 2025–26 | BarclaysPMO Lead, COO | Established a formal PMO for the global COO market data group. Built RAID and action logs, a project tracker, and the tracking framework for a £50M market data cost-savings objective. |
| 2022–25 | Bank of AmericaSenior Program Manager | Strategic programs for the Global Markets COO across Rates, Risk and Collateral Management: post-trade change, regulatory projects for Global Rates, and capital efficiency initiatives with FICC desks. |
| 2019–22 | Atteby LLC clientsIndependent consultant | Enterprise PMO support for outsourcing UBS's wealth platform to Broadridge; Fenergo CLM and KYC/AML automation for a bank; requirements and UAT for an advisor portfolio-modeling platform; PMO governance for consulting-firm clients. |
| 2016–19 | UBSProgram Manager, Wealth Management | Ran the business PMO for UBS's digital advice platform with SigFig, including the VestMark integration, UAT, release readiness and SteerCo reporting. |
| 2010–16 | Morgan StanleyVice President, Program Manager | Client onboarding and Financial Advisor workstation transformation; supported conversion of 7 million Smith Barney accounts; FATCA, AML/KYC and CIP regulatory programs. |
| 2002–09 | BNY Mellon / PershingDirector | Led technology integration for BNY Mellon's acquisition of Pershing; co-founded a consulting practice reviewing broker-dealer clearing, settlement and custody operations. |
How we work
Flexible engagement models.
Direct
Contract engagements with banks, broker-dealers, asset and wealth managers.
With consulting firms
Supplemental senior talent on client teams, including through talent networks.
Through partners
Corp-to-corp contracting through staffing and delivery partners.
About
Kent Wallgren, Principal.
Kent has spent more than two decades leading technology and business transformation in financial services, at firms including Bank of America, Barclays, UBS, Morgan Stanley and BNY Mellon/Pershing. Earlier roles at DLJdirect and Reuters included launching online brokerage operations in the UK and Germany and leading the GLOBEX futures and options joint venture with the Chicago Mercantile Exchange.
He founded Atteby LLC in 2019 to provide independent program leadership to financial institutions and consulting firms. He is based in New York, is a US and Swedish citizen, and works in English and Swedish.
Education
- MIT Sloan School of Management, MBA
- MIT, Graduate Certificate in Financial Technology
- Chalmers University of Technology, MS Applied Physics
Certifications
- MIT AI and Finance (2026)
- Wharton, AI Applications in Marketing and Finance
- Scrum Fundamentals Certified; PMP training, Pace University
- Six Sigma and ITIL Baseline
Contact
Discuss an engagement.
Available for contract and consulting engagements in New York and remotely.