The mission of Viking Consulting Services Group, LLC, acting through both its Business Services Group and Capital Services Group, is to help our clients to address their long term / short term financial and operational objectives and coordinate the resources needed to address these concerns. Our goal is to provide the necessary leadership of the client relationship, and either through the engagement of third party product specialists or our own direct efforts, to achieve these goals in the most cost effective manner possible. We are constantly working to review these services and based on the premise that any identified savings will work to significantly reduce or eliminate the out of pocket costs for the client, we hope to become a key resource to them.
Mr. DelliCarpini is a seasoned senior sales and marketing professional with over 25 years experience in the financial services industry. He has held several business line management and sales management positions with organizations that provided investment products and services to institutional investors such as mutual funds, hedge funds, pension funds, foundations and endowments. Mr. DelliCarpini is a former Managing Director at Furman Selz, LLC, an institutional brokerage and banking firm where he was responsible for all new business activities for their Mutual Fund Services Group, a National Sales Manager at US Trust Co. for their Institutional Asset Services Division, and a Vice President, Regional Manager-West Coast at The Chase Manhattan Bank, NA in their Global Securities Services Group.
Most recently, he was a Senior Vice President with Carriage Hill, Inc, a merger and acquisition advisory firm focused on privately held, middle market companies. Mr. DelliCarpini holds a BA from the City University of New York.
Email: firstname.lastname@example.org | Phone: 800-936-1432 (x-701)
Robert E. Isaacson
CEO & Managing Partner
For over 25 years, Mr. Isaacson and been actively engaged in the financial services industry. Over that timeframe, he has sought to address the needs of various institutional investor clients, (such as pension funds, hedge funds, & broker dealers) by, i) seeking out how to best leverage the capabilities of each organization he has worked with and at the same time,ii) look to support these client objectives in a cost-effective manner.
His responsibilities have included:
Vice President I Relationship Manager at both Bankers Trust Company and Chase Manhattan Bank,N.A., in support of services to their ERISA-based clients; Vice President I Client Services Manager at The Goldman Sachs Trust Company and Goldman, Sachs & Co.in support of both their ERISA & Broker Dealer clients. More recently,as Managing Director-Project Manager at Bear, Stearns & Co. and then Vice President-Product Manager with JP Morgan upon its acquisition of BS & Co. in support of its expanded Hedge Fund business.
Building on this foundation,in early 2013, Mr.Isaacson created "Viking Consulting Services Group, LLC.", to provide a similar cost effective approach to address issues facing private and small/middle-market companies.
Mr.Isaacson has a BA from Gettysburg College and an MBA from Adelphi University.
Email: email@example.com | Phone: 800-936-1432 (x-700)