Hobbs | Madison


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Who We Are

We are over 100 employees servicing the Financial Services Industry. We are financial services specialists dedicated to business and I/T executives & managers in banking, insurance and Investment Management. We solve client problems with expert strategic consulting services, business process reengineering, user experience design and development, enterprise architecture services, business case development, vendor selections, strategic sourcing and other senior level business and technology services. 

We deliver the fusion of real world technology with financial industry expertise.

We also have a few additional dedicated specialists in unique and hard to find skills that may sub-contract on occasion, and where a specific contract allows this practice (this allows us to keep a smaller bench, and our pricing more favorable).


The Leadership Team

Dale Hobbs

Managing Director

Dale Hobbs is a founding partner of Hobbs | Madison, Inc. He specializes in strategic planning and technology development for clients in the commercial banking and wealth / investment management and insurance industries. He has over 25 years of experience in business & technology strategy for some of the largest financial services institutions in North America. Dale has led various practice areas in the firm, is a creative force and the Chief Innovator. Prior to starting Hobbs Madison, he worked at two banks purchased by Bank of America (they really wanted him bad!) most recently as the Senior Vice President of Retail Delivery Technology at FleetBoston. Mr. Hobbs headed up the platform and teller business/systems group, the Advanced Solutions Team and Intranet development for the retail bank. Prior to joining Fleet, Dale led the Direct Banking Systems group at Barnett Bank (now Bank of America). He was responsible for building one of the nation's first full service call center solutions that provided sales and service capabilities along with computer telephony integration to over 600 telephone agents in three sites. He also managed the platform, teller and CIS business and development teams. Dale has a master's degree in business administration from the University of North Florida, and a bachelor's degree in business administration specializing in Computer Science from the University of South Florida.

Dale lives in Needham, Massachusetts where his modest skills in photography have already been surpassed by his daughter and his skills in technology have been quickly passed by his teenage son.

Gary Madison

Managing Director

Gary specializes in business and technology strategic planning and design for clients in the global financial services industry. He has over 25 years of experience in strategy development for global financial institutions based throughout North America, Europe, and Asia. Gary is passionate about creating innovative new strategies and plans to drive client sales and retention, reduce costs, and increase client and associate satisfaction. Prior to co-founding Hobbs Madison, Gary served as Vice President of Consulting for Gartner, where he managed the development of global business strategies, technology plans, and strategic application architecture designs for large institutional clients. He also served for a number of years with AT Kearney in North America and Asia, where he led large scale business and technology strategy programs to help clients enter new markets, drive accelerated market share, and reduce enterprise costs. He has a master's degree in business administration from the University of Pennsylvania's Wharton School of Business, and a bachelor's degree from Tufts University.

Gary lives in Harvard, Massachusetts with his wife and twin boys. He and his sons enjoy kayaking, skiing, and mountaineering. His wife enjoys hearing about their adventures -- after they are safely off the mountains.

Michelle Shopenn

Managing Director

Michelle uses her over 30 years of financial services expertise as a banker, executive and vendor to work with financial services executives to develop and execute key business and technology strategies. She has worked with clients throughout the world to create innovative strategic solutions that focus on the customer while generating revenue, improving processes and reducing operating costs. Michelle's track record of creating executable strategies with task oriented plans have resulted in measurable sales revenue, hard dollar cost reduction, significant customer retention improvement, and improved employee satisfaction. Prior to joining Hobbs Madison, Michelle served in a variety of senior level financial services vendor positions and commercial and consumer banking roles.