On-Course-Advisors (OCA), a CRM Advisory and Consulting Firm, was formed in March 2009 to administer The CRM Forum.
The CRM Forum, established in 2002, brings together business and technology professionals to exchange views and best practices relating to client relationship management and provides education to further the advancement of CRM.
In March 2009 Mr. Busacca formed On-Course-Advisors (A Division of Aqueren LLC) as a CRM Advisory and Consulting Firm. OCA's initial endeavor is to administer "The CRM Forum" which has been in existence since 2002. The Mission of the CRM Forum is to bring together business and technology professionals from the asset management industry to exchange views and best practices relating to the usage, implementation and growth of their respective client relationship management applications and processes.
Aqueren LLC was founded in October, 2006 as a management consulting firm, specializing in the development of growth and distribution strategies for firms within the financial services industry. Engagements have included the formation of sales strategies for Separate Account Asset Management Companies, Technology Firms with applications that serve various constituencies within the asset management industry, and Online Media & Publication Companies that both service the financial services web market and also support the initiation, acquisition, and coordination of speakers, sponsors, and attendees for periodic Financial Industry Forums.
Mr. Busacca joined AllianceBernstein in May 2007 as Managing Director of Marketing Administration. During his tenure and through the consolidation of several departments, he oversaw a group entitled Marketing Administration and Implementation. That area of the firm was responsible for the delivery of all periodic and standardized marketing output: fact sheets, shareholder reporting, presentations and performance reporting among them. While there his role included making the processes and deliverables more scalable across the entire Marketing Department.
Prior to establishing Aqueren and being at AllianceBernstein, Mr. Busacca was at Merrill Lynch for 25 years and concluded his career as Managing Director at Merrill Lynch Investment Managers (MLIM), Chief Administrative Officer of its Global Propriety Private Client Business. During his tenure in Sales Administration, Mr. Busacca was instrumental in the establishment of a partnership between sales, technology, and E-business for the development, funding, and deployment of an Intergraded Sales, Marketing, and Relationship Tracking system (iSmart), which increased the coordination and effectiveness of the sales organization. Previously, Mr. Busacca was First Vice President, National Sales Manager for the firm's Private Investors Division. In this role, he managed a national sales organization through an unprecedented five-year growth period in Separately Managed Accounts within a retail proprietary platform. He joined MLIM in 1995. He has held other positions at the firm, including management roles with Merrill Lynch Trust Company of America, Merrill Lynch National Financial and Merrill Lynch Realty.
Mr. Busacca earned a B.S. in Business Administration and Finance from Mercy College in New York City. Throughout his career, he has continued his education at The Wharton School of the University of Pennsylvania, New York University, and Long Island University. He earned a Six Sigma Executive Green Belt in 2002.
Mr. Busacca carries additional Financial Services and Asset Management Industry exposure by being a member of several customer advisory boards and associations. He holds Series 7 / 65 / 63 Securities Licenses.