Welcome to Straight Arrow Solutions, LLC., a leading consulting and services firm dedicated to serving the Wealth Management and Financial Services industries. We are committed to providing top-notch consulting and staffing solutions to address the unique challenges faced within our sector. Our primary focus addresses the needs of banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians, brokerage firms, insurance companies, and other industry service providers.
Straight Arrow Solutions understands the complexities our clients encounter in today’s dynamic financial landscape. As the proliferation of software applications and data aggregation needs increases, alongside growing product and organizational complexity, the demands for higher quality customized services, greater efficiency, and reduced risk have become paramount.
Straight Arrow Solutions stands firmly by our clients’ side, working collaboratively to develop strategies that enable them to make better decisions, deliver exceptional service, streamline processes, and ensure regulatory compliance and internal controls. We do this by harnessing deep industry knowledge and an unwavering dedication to craft tailor-made solutions and services.
Our comprehensive range of services and solutions includes:
- Process Re-Engineering & Workflow or Business Process Management (BPM)
- Data Conversations
- Reconciliations
- Trust Systems Conversions and Integrations
- Risk Assessments and Mitigations
- Operations Backfill
- Platform Application Testing Support & Training
- Technology & Operational Assessments
- Risk Management and Compliance
Straight Arrow Solutions is proud to deliver excellence and results to our valued clients. Through our commitment to innovation, adaptability, and integrity, we ensure that your organization is equipped to thrive in an ever-evolving landscape.
Discover how Straight Arrow Solutions can unlock the potential for growth and success within your Wealth Management enterprise. Partner with us and take confident strides towards a brighter future.
Contact us today to schedule a consultation and let us guide your journey towards excellence. Together, we’ll navigate the complexities of the industry, making way for your lasting success.
Danny McHale
Danny McHale is an accomplished and successful executive with a 30-year demonstrated track record of success in the Wealth Management industry. Specifically, he has worked in the brokerage and trust areas with a variety of institutions including large and small companies, as well as brokerage and trust companies — spanning front, middle and back offices. Danny is also experienced in working for self-clearing firms and clearing through other custodians. His professional growth ensures that he has maintained expertise in the trust industry by attending Southern Trust School, Cannon Trust School, and speaking at a variety of industry conferences. Danny is up to date with prevailing best practices through investing dozens of hours of continuing education annually.
Danny McHale
President
“I believe in continuous process improvement. Procedures always have room to be more efficient and effective.“