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Mortgage and Consumer Loan Servicing
Expert has 25 years of experience Consumer Servicing for Residential Mortgages, Auto, Credit Cards, Unsecured/Secured Lines of Credit. Expert has 10 years' experience in Strategic Planning and Execution transforming operations to increase efficiency and build high-performing teams. Restructuring operations to…
Free and Open Source Architecture & Strategy
Expert is a leading free and open source industry expert with more than 30 years of relevant experience across various sectors including telecommunications, financial services and hosting environments. He has experience helping companies master their journey to the new now…
Banking, Insurance, Investment Management, Securities Brokerage, Institutional Funding, Private Equity, and Management Consulting
Expert is an experienced business management and leadership professional with over 50 years of experience in finance and consulting, including roles as CEO of companies ranging from $20 million to $20 billion annual sales. Environments include U.S. and international markets.…
Cloud Technology, IT, and Implementation Processes
Expert's diverse experience includes over 50 projects in enterprise architecture, digital transformation, pre-deal IT due diligence, post-merger/carveout IT implementation, and IT program management. He possesses an analytical mindset and has long honed the ability to quickly conduct IT cost estimation…
Investment Banking, M&A, and Private Equity Investments: Sourcing, Underwriting, and Management Across Multiple Industries
Expert is the Co-Founder and Managing Director of a leading cross-border buy-side advisory firm. His organization is completely focused on buy-side deal origination services. He possesses a decode of experience in consulting, investment banking, and private equity. Prior to becoming…
Products & Technology, Financial Services, IT Strategy, and Transformational Leadership
Expert is a Senior Product and Technology Executive Leader with 20 years of experience in transformational leadership, product management and development of flagship products, building and managing teams, setting product vision and IT strategy, defining roadmaps, partnering with the executive…
Financial Industry: Investments, Investor Relations, Trading, Capital-Raising, and Equity
Expert is educated in Law, with a strong background in Economics and Politics. He has been actively working in the financial industry for 30 years, starting as a floor trader on the Mexican Stock Exchange and then moving to NY,…
Financial Services Marketing (Consumer Lending and Insurance)
Expert offers two decades of marketing leadership experience, primarily in financial services. He drove growth at scale for innovative consumer lenders/fintech businesses (Lending Club, SocietyOne) and insuretech property and casualty insurers (Aussie Pet Insurance, Metromile). He has deep expertise in…
Partnership Management & Growth Strategy, Partner Strategy, Customer Success, Enterprise Partnership Sales
10+ years of core expertise in partnership management & growth strategy with strong sales acumen, ability to develop and execute overall partner strategy, and deliver partner-originated revenue opportunities & customer success. A strong mix of scientific, commercial and clinical expertise.…
Strategy: Cloud Migration, DevOps Implementation, Digital Transformation, IT Modernization, Virtualization, and Software Development
Expert has been delivering complex and time-sensitive projects in a nice capacity for the past six years. He has been working as a program/project management professional for over a decade. His career history spans 17 years. Among other worldwide locations,…