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David Kohn Kirk Moehle Operations for Financial Services

ALLIANCE BERNSTEIN. David Kohn Kirk Moehle Operations for Financial Services. Bernstein’s Product Offerings. Custom. Low Volume. Job Shop. High Volume. Commodity. Small/Mid Cap. Production. Diversified Value. Repetitive. Strategic Value. Flow Shop. Mutual Funds.

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David Kohn Kirk Moehle Operations for Financial Services

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  1. ALLIANCEBERNSTEIN David Kohn Kirk Moehle Operations for Financial Services

  2. Bernstein’s Product Offerings Custom Low Volume Job Shop High Volume Commodity Small/Mid Cap Production Diversified Value Repetitive Strategic Value Flow Shop Mutual Funds

  3. Internal Business Process • Account openings and closings • Daily Account Management • Trade allocation and processing Legal Portfolio Management Sales Operations

  4. Recommendations Redesign trade allocation process Increase alternative distribution/service channels Increase product offerings to private clients  Allow brokerage accounts  Form separate unit to monitor operation risk  Work closely with legal

  5. Q & A

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