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Expert in Corporate Strategy, Financial Services, Fintech and Digital Transformation
Expert is an industry expert in the private and commercial banking and payments industries with in-depth experience in Corporate Strategy and Planning, Competitive/Market Intelligence, Digital Transformation, Customer Relationship Management, Customer Experience, and Sales Effectiveness. He most recently was the Senior…
Investment Banking and Financial Services
Expert in financial services; 40 years experience in investment banking and business financial consulting; served as expert on 41 cases to date, nationally; MAPA, MBA and DBA degrees; Prof of Finance in MBA program for 16 years, teaching courses in…
Financial Services Data and Analytics
30+ years experience in data and applied analytics. Thought leader in the use of A.I. and machine learning in financial services. Deep expertise and long experience in the use of data and analytics in banking and fintech. Deep understanding of…
State & Local Government, Financial Services and Insurance technology, Product Strategy, BPM/ECM technology, SaaS/Cloud-based software and solution development
Expert has spent over 15 years practicing and leading Product and Corporate Strategy in progressively senior roles across Start Ups, Mid-size firms and Fortune 500 companies. As a Product Manager/ Strategist he has ideated features, modules, products and entire product…
Financial Services Industry
Expert possesses 24 years of experience in the financial services industry, primarily within the alternative asset management segment. He has worked with highly regulated asset management firms from startup mode through the 10,000-pound gorillas. He has deep experience launching new…
Financial Services, Wealth Management, Asset Management, Retirement, Insurance, and Regulation
Expert is the Founder and President of his consulting firm. He is an Expert Consultant and Futurist who specializes in business intelligence, research, competitive analysis, current trends and information in the technology and, financial services industry. During his career, he…
Financial Services and Technology
While at Wilshire, Expert's responsibilities included the index business, which he tripled in three years. He leveraged his ETF experience from backing active ETF provider AdvisorShares from inception. He has years of experience in financial technology as a strategist, general…
Financial Services, Online Lending, Marketplace Lending, Insurance, Servicing, and Claims Management
Expert was an early employee at a fast-growing online lender. He led the initial build-out of most of the customer experience. Expert runs product at a software company focused on improving the claims management experience. He helps companies reduce the…
Financial Services, Banking, and Energy
Expert currently performs a portfolio of roles in the international financial services and energy sector. Since January 2016 he has been Investment Committee member for the European Strategic Fund for Investment (ESFI), which is the 100-billion-euro Juncker Facility managed by…
Banking, Financial Services, and Management Consulting
Throughout his 26+ career, Expert has been a game-changer in the companies he has served. He thrives best in situations demanding immediate impact. Whatever the industry, Expert has been able to quickly and effectively increase revenue and profits, lower and…