About Our Partners

Oculus Partners seeks to focus on the types of consulting we do well, but we are often asked to bring other capabilities to the table that complement our core offering.

When this happens, we depend on some key partners to build out the overall value we are asked to deliver.

Whether a transformation requires organizational effectiveness solutions to ensure success, an engagement needs detailed business analysts to support strategy execution or customer experience needs to be brought to life with strong UI/UX capabilities, we can deliver these extended services.

Our delivery partners have been selected for multiple reasons, but amongst those are a common perspective on what drives success and a proven ability to deliver value to the types of clients that seek to engage Oculus Partners.

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Pennington Human Dynamics is improving the world through the power of leaders and teams.

People and the dynamics between them are the most important levers you have to drive performance and change. This is why our integrated practice areas focus on strategic context and performance analysis, strengthening leader and critical team capability, and creating work climates that are energizing, empowering, and engaging.

Our global network of consultants, coaches, subject matter experts, and strategic partners helps the firm deliver world-class customized solutions across a diversity of organizations, industries, challenges, and cultures. 

Learn more at PenningtonHD.com

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Founded in 1981, Advanced Management Systems (AMS) is the premier provider of wine industry information systems.

We support and sell the industry’s most comprehensive suite of software supporting a winery from planting a vineyard, taking the customer’s check to the bank, reporting back to investors and everything in between.

The software is built around twenty-five flexible full-featured modules, designed to work seamlessly with the others from day one. AMS wrote the software and owns it, so it can be changed to meet the needs of our customers.

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Enterprise Iron improves operational efficiencies, resolves complex challenges, mitigates risk, and creates cost-saving opportunities for firms in Financial Services, Retirement Services, and the Government sector. Since our founding in 2002, we have provided our clients with strategic business, technology, and workforce solutions that get results.

As a management consultancy and industry advisory firm, we have the comprehensive experience and knowledge to accelerate strategic project execution, streamline technology modernization, and augment subject matter expertise. Our team of experts integrates seamlessly into your operations to assess your current state, develop a customized roadmap based on lessons learned, and execute with precision to achieved desired outcomes. In 2016, we expanded our operations by opening EI: Puerto Rico to deliver our nearshore staffing solutions and Contact Center capabilities in San Juan.

EI is here to help drive your business forward. Expertise. Focus. Strength.

Learn more at EnterpriseIron.com

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VShift is an independent digital strategy, design, and technology agency for enterprise-scale brands in regulated industries.

Since 2006, VShift has helped ambitious companies in financial services, insurance, healthcare, and technology identify, create, and launch critical digital initiatives. Clients call on VShift to develop multi year digital strategies, establish governance and new digital operating models, create and manage websites, build digital products, rebrand organizations and services, and creatively execute campaigns.

VShift’s experience in asset management and retirement runs particularly deep. The firm has designed and built hundreds of outcomes producing digital experience for participants, plan sponsors, annuitants, advisors, and investors.

Learn more at VShift.com

About Jamie McInnes

Jamie McInnes


Jamie is a recognized leader with over thirty years of experience working in several firms across asset management, banking and insurance. His leadership roles have focused on a variety of business models and markets covering retirement, wealth management and protection. In 2018, he joined Oculus Partners as a Senior Consultant and, in January 2021, Jamie acquired the firm.

Prior to joining Oculus, Jamie spent 10 years at Prudential Financial. Initially, he worked within Prudential Retirement ultimately leading its full-service business which delivered defined contribution, defined benefit, deferred compensation, IRA and advisory services to 4,000 institutional clients and 2.5 million individual participants. His final three years at Prudential were spent in Prudential International Insurance developing and leading its market entry to Indonesia’s life insurance market. As the CEO he developed the local senior leadership team while expanding distribution inclusive of bank assurance, tele-marketing and a direct-to-consumer digital channel.

Jamie joined Prudential from Merrill Lynch where he led its Retirement Group’s institutional offerings covering DC, DB, NQDC and trust and custody. This followed his return from Japan where Jamie had initially been leading the platform development for CIGNA’S joint venture pension business as their CIO and subsequently as the firm’s Executive Director advising multi-national firms around pension risk issues and the benefits of transferring benefit programs to a DC framework.

Jamie began his career in management consulting focused on banking and insurance company back-office operations and entered the retirement business initially with Putnam Investments and then joining a VC backed on-line 401(k) company prior to relocating to Japan.

Jamie earned his undergraduate degree in Biochemical Sciences from Harvard College, has a MPhil degree in International Relations from the University of St Andrews, an MSc in Finance from the Sawyer School of Business at Suffolk University and is a Chartered Financial Analyst.

Passion/Area of Focus

Helping leaders align and enable their teams to accomplish goals they felt were unachievable.