Jeffrey Donaldson
Managing Director
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25+ years of financial services technology and operations experience
Leads Financial Services industry group within Corporate Performance Improvement
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+1 212 328 8529
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The A&M team includes seasoned bank executives and former senior financial institution regulators who bring unique and specialized expertise in managing banks and banking functions, credit compliance, equity and regulatory issues, balance sheet management, capital planning and investigations, as well as examining and managing risk at banks from the community level up to some of the largest institutions in the world.
Jeffrey Donaldson is a Managing Director with Alvarez & Marsal in New York. A member of the firm's Corporate Performance Improvement team, he serves as National Practice Leader of the Financial Services industry group.

Mr. Donaldson specializes in IT-enabled solutions for financial institutions, including retail and commercial banks, investment banks, retail brokers, institutional securities firms, investment managers, insurers and reinsurers. He brings strong organizational skills and the ability to work in distressed situations to identify, prioritize and manage multiple, large-scale initiatives concurrently.

With 25 years of experience in operations, technology consulting and as a CIO, Mr. Donaldson has engineered and delivered large-scale business transformations, complex systems integrations and custom application development projects. He has been responsible for the planning, architecture and integration of operations and technology solutions in support of speed-to-market, cost management, customer management, operations risk management and enterprise information management initiatives in the front, middle and back offices.

Some notable assignments include: Ace Insurance, Aflac, American International Group, AXIS Capital, Bank of America, Barclays, Cendant, Genworth Financial, Goldman Sachs, H.D. Vest, ING Americas, JP Morgan Chase, Lehman Brothers, Lewco Securities, Liberty Mutual Group, the Hartford Financial Services Group, the Phoenix Insurance Cos., Thomson Corporation, World Bank / IFC, XL Capital and Zurich Financial Services.

He began his operations and technology consulting career with the domestic brokerage operations group of AIG and the business systems consulting division of Andersen. He later joined the business consulting practice of Andersen, where he co-led the North American Technology Integration practice in financial services. He also led the firm's Global Data Management Center of Excellence.

Later, in 2002, he joined BearingPoint as a managing director, overseeing the firm's Eastern Region financial services insurance practice and serving several of their largest global diversified financial services clients.

Mr. Donaldson earned bachelor's degrees in management and management information systems from Hartwick College and an MBA, with a focus on information systems, from Pace University, Lubin School of Business. He has authored articles for Insurance & Technology, the Data Warehousing Institute, ACORD LOMA and other financial services and information technology publications.