a global leading provider of financial data
creation, management, distribution services and solutions

about

a global leading provider of financial data
creation, management, distribution services and solutions

CoreOne Technologies is a global leading provider of financial data creation, management and distribution services and solutions, used in the front, middle and back office by Asset Managers, Hedge Funds, Wealth Managers, Prime Brokers, Fund Administrators and Investment Banks.

As a growing and expanding company, CoreOne Technologies seeks to increase the sophistication and caliber of what it produces, as well as provide limitless services that bring together people, product, well-honed process and proven technology in the delivery of leading financial data management.

CoreOne Technologies is a truly global organization with operational centres in New York, London, Santa Clara, Bangalore and Hong Kong in addition to a managed global infrastructure with eight world-class data centers.

Executives

Rob Flatley, Chief Executive Officer

Rob Flatley, Chief Executive Officer and President, CoreOne, has a track record of success on both the vendor and client sides of the financial services industry. Until February 2010, Rob served as both Managing Director and Global Head of Electronic Execution and Global Head of Autobahn Equity at Deutsche Bank.

Prior to Deutsche Bank, Rob was the Managing Director of Electronic Trading Services for Bank of America. As a vendor to the financial services community, Rob served as COO of Boston based OMS vendor Macgregor and as SVP, Worldwide Sales and Marketing at FTI, the predecessor of GoldenSource.

Evan Lorch, Chief Financial Officer

Evan Lorch is Chief Financial Officer, CoreOne with responsibility for all financial and accounting functions across CoreOne’s centers in North America, Europe, Asia, Middle East and South Africa.

Prior to joining CoreOne, Evan held the position of CFO at international trading company, BIDS Trading LP, where he was accountable to the board of directors as the key contact on all financial matters, as well as representing BIDS before external bodies. Prior to that, he spent 7 years at PricewaterhouseCoopers within their Banking & Capital Markets group.

Evan is a Certified Public Accountant and holds a Masters of Business Administration from Cornell University and BBA in Accounting from University of Wisconsin-Madison.

Brian Lott, Global Head of Product

Brian Lott, Global Head of Product, is an expert in portfolio and fund accounting and reference and market data. Brian was a partner at Capco responsible for their Business Service Provider division and was Chief Knowledge Officer at FTI (now GoldenSource).

Prior to this, Brian was Head of Operations for Global Custody at Citibank and Chase Manhattan.

Board of Directors

William Chisholm

Bill Chisholm has been a managing director of Symphony Technology Group since its inception in 2002. At STG, Bill leads the firm`s investments activities and takes an active role in the day-to-day management of STG Group companies. Bill has led Symphony`s investments in SymphonyIRI, MSC.Software, Intentia (merged with Lawson Software, NASDAQ: LWSN), Symphony Services, IMI (merged with CDC Corp., NASDAQ: CHINA), GERS, Aldata (HLSE: ALD1V), CoreOne Technologies, and Symphony Marketing Solutions (sold to Genpact NYSE: G). Bill has seats on the boards of directors of Aldata, CoreOne Technologies, MSC Software and First Advantage.

Marc Bala

Marc joined Symphony Technology Group from Capco, a leading global provider of integrated consulting, processing services and products for the financial services industry. Marc currently serves on the boards of directors of CoreOne Technologies and First Advantage.

Marc held numerous operational roles at Capco and most recently was the Director of Corporate Development. Prior to Capco, Marc was a Senior Associate at a boutique investment bank where he advised and invested in enterprise software and technology services companies. Marc started his career in the corporate finance practice at Farrell Grant Sparks, an Ireland-based accounting and consulting firm focused on the technology industry. Marc received his Bachelors from Boston College and his Masters from University College Dublin.

Rob Flatley

Rob Flatley, Chief Executive Officer, CoreOne Technologies, has a track record of success on both the vendor and client sides of the financial services industry. Until February 2010, Rob served as both Managing Director and Global Head of Electronic Execution and Global Head of Autobahn Equity at Deutsche Bank. Prior to Deutsche Bank, Rob was the Managing Director of Electronic Trading Services for Bank of America. As a vendor to the financial services community, Rob served as COO of Boston based OMS vendor Macgregor and as SVP, Worldwide Sales and Marketing at FTI, the predecessor of GoldenSource.

CoreOne Technologies is a Symphony Technology Group (STG) portfolio company.

STG is a strategic private equity firm with the mission of investing in and building great software and services companies. In addition to capital, STG provides transformation expertise to enable its companies to deliver maximum value to their clients, to drive growth through innovation, to retain and attract the best talent and to achieve best in class business performance. STG's current portfolio consists of twelve global companies.

In 2008, through a strategic investment with STG, CoreOne completed a buyout of the CoreOne business from The Bank of New York Mellon Corporation and simultaneously acquired Capco Reference Data Services (CRDS) from Capco.

Learn what each of our divisions can do for you

DeltaOne Solutions

VistaOne Solutions

PrimeOne Solutions

media

2014

2013

a truly global organization with global
presence, expertise, support and infrastructure

Santa Clara

Operations Center

Address:
5201 Great America Parkway
Santa Clara, CA 95054
United States of America

Tel: +1 408.522.9900
Fax: +1 408.522.9911

New York

Headquarters

Address:
40 Fulton Street, 11th Floor
New York NY, 10038
United States of America

Tel: +1 212.450.1900
Fax: +1 212.450.1965
Email: info@coreonetechnologies.com

Hauppauge

Address:
102 Motor Parkway, Suite 250
Hauppauge, New York 11788
United States of America

Tel: +1.631.574.6100
Fax: +1.631.434.9749

London

Regional Center

Address:
Broken Wharf House
2 Broken Wharf, High Timber Street
London EC4V 3DT
United Kingdom

Tel: +44 (0)20 7293 8400
Fax: +44 (0)20 7293 8654
Email: info@coreonetechnologies.com

India

Bangalore, Operations and
Delivery Center

Address:
Symphony Infospace, 6th Floor, Block VA
Pritech SEZ Park, Outer Ring Road
Belandur, Bangalore 560103
India

Tel: +91 80 30274000
Fax: +91 80 30274001

Mumbai, Symphony
Teleca Corporation

Address:
Supreme Business Park, 6th floor
Hiranandani Gardens
Powai, Mumbai 400076
India

Tel: +91 22 33427278

Hong Kong

Regional Center

Address:
17th Floor, AON China Bldg
29 Queens Rd
Central Hong Kong

Tel: +852 3975 2640
Fax: +852 3975 2800
Email: info@coreonetechnologies.com