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Banking: Special Loans, Restructuring, Workout, and Credit Management
Expert has nearly 20 years of banking experience in special loans and credit management. He has experience managing commercial and retail loan portfolios in Europe and North America. He has expertise in overseeing pre-default and delinquent accounts, and has engaged…
Technology Services, Innovation, the Digital Landscape, Customer Experience, and Security
Expert is a globally experienced Chief Innovation and Digital Officer (120 to 450 headcount, 8 countries). He is a subject matter expert (SME) in AI/ML, Data Analytics, Digital Transformation, Business Model Optimization, Revenue Generation. Expert tenaciously spearheads revenue generation, by…
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…
Wealth Management and Financial Advisory
Expert is a confident, determined, conscientious, and knowledgeable Chartered Management Accountant (ACMA), Chartered Extensive experience in the UK Regulated Financial Advice and Wealth Management market including Start-Up and New Firm Authorisation, Business Development and Management, and Transformation for Growth. Business…
Digital Transformation; Operations, Risk, Compliance, Internal Audit
Versatile multi-industry risk and operational executive with demonstrated record of success, consistently finding creative solutions to address complex and challenging problems, influencing others, building high-performing teams, developing talent and collaborating for results. Experienced in digital innovation and transformation, organizational behavior,…
Health Insurance; Brokering
Licensed Independent Health Insurance Broker, specializing in Medicare Advantage, Medicare Supplement, Part D and NY State of Health plans for Individuals and Small Groups. 9 years experience- 7 years independently. Dedicated Health Insurance Consultant & Broker who approaches every encounter…
Lending, Credit, and Underwriting
Retired from a 45 year career as a banker, with the last 15 years spent as in wealth management. An expert in credit analysis, underwriting, structuring, and documentation - specializing in the creation of credit solutions (and, the calculation and…
Property & Asset Management
Expert is President of a prestigious management company and is an active manager and investor in investment real estate. He initially worked for this management company in maintenance positions while in high school and college. He subsequently rejoined the company…
Real Estate, Project Management
Experienced Principal with a demonstrated history of working in the real estate industry. Skilled in retail, apartments, industrial, hotels, and land. Working with landlords, tenants, finance, and land acquisition. Strong education professional with a BA focused in Economics from the…
Litigation Consulting and Financial Forensics
Expert (MBA, CVA, MAFF, CFE) is a Partner and the practice leader of a litigation consulting and financial forensics practice. Expert has extensive experience managing and directing engagements in areas that include economic damage analysis, forensic accounting, litigation consulting, business…