Banking – Advice from Experts

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Banking

Andrew Murdoch (Infinite Banking, Financial Education, all around Money Geek!)

Vanouver, BC

$60.0/min 5.0 7 $1/min

Living Benefits Specialist - Combined Insurance, Rescue Diver - Canadian Coast Guard, Train Conductor - CN Rail

Jimmy Moncrief

Chattanooga, TN

$175.0/min 5.0 10 $2.92/min

I love helping people get financing from lenders and investors. I also love talking business development, product validation an sales. Sold a SaaS to a private technology company. Sold hedge fund to a private equity group. I love helping people get financing from lenders and investors.

Rod Katzfey

Atlanta, Georgia

$250.0/min 4.5 58 $4.17/min

Principal of Katzfey's International. Former COO of PayLeap with over 20+ years in banking and electronic payments industry. Passionate about giving back and helping others grow their business and making money!

Manny Alvarez

San Francisco Bay Area

$1000.0/min 5.0 0 $16.67/min

Legal and business advisor to entrepreneurs and small businesses. Particular expertise in consumer finance, banking real estate, and start-ups. Former Cal AGO, CFPB. Current head of legal & compliance at Affirm, Inc.

Faisal Khan

Karachi, Pakistan

$450.0/min 5.0 8 $7.5/min

Payment Consultant for Banks & Startups (well-versed in over 40+ markets, incl: US/Canada, UK, EU, GCC, South Asia). Cross-Border Money Transfer specialist. Well versed in Money Transmitter Licenses & MSBs. Access to large Banking & Fintech network.

Jeremy Kahn

Beverly Hills, CA

$60.0/min 5.0 2 $1/min

Commercial Banker for 10 years specializing in Commercial Real Estate, Asset Based Lending, and Equipment lending.

Martin Ullmann

$100.0/min 5.0 3 $1.67/min

CEO & Founder swiftexperts.com, SWIFT consultant. Building independent community with focus on expertise in Financial messaging world especially with SWIFT products. Helping especially corporates joining SWIFT. Is it worth it? What are benefits?

Keserwani Rohit

India

$60.0/min 5.0 1 $1/min

Fintech innovation consultant & Industry Expert in Banking and Business Intelligence domains. Philosopher turned (read forced to become) professional.

Brad Kime

Indianapolis, Indiana Area

$350.0/min 5.0 4 $5.83/min

Former Chairman and President of On Deck Capital which is currently in the Inc 500 and Forbes 100 Companies to Watch List

Venise Maybank

Fort Lauderdale, FL

$120.0/min 5.0 1 $2/min

I am the tax guru that have assisted many individuals solve IRS problems. I have given great business advise and directed small business and entrepreneurs to start up their business with the right entity. I am a quickbooks advisor and have helped individuals manage their finances in a simple way. Want to make some extra cash, I have over 20 ways you can make extra income to help build funds for your business. I can direct you to build your business credit and to get instant business credit and build your business credit score. I am successful real estate investor and have been managing properties for over 10 years. I can advise you how to get your first investment property and lock in on multiple properties. Call me today!

Dominique Corradi

Dubai, UAE

$400.0/min 5.0 0 $6.67/min

I am a senior financial services digital advisor striving to help business and IT managers in their digital transformation, by setting the vision, launching new digital products and customer experiences, defining digital operating models, building fast-track roadmaps, designing innovative technology solutions, and leading fast-paced and agile implementations to succeed in their digital transformation. With 22 years of consulting experience at top-tier firms in the UK, France, North Africa, India and the Middle East, I have helped 30+ banks and insurance firms to deliver their large scale business and technology transformation, and have developed specific skills and methodologies for: - digital product launch, market analysis and benchmarking, - digital operating model diagnostic and optimization, - IoT, data architecture, business intelligence, and predictive anaytics - sales efficiency, CRM and customer analytics, - building eco-systems and vendor management, - large business and IT transformation leadership. Seasoned professional of the financial Industry, I am an enthusiast team player with a strong and deep IT background, able to interact efficiently and bring together Business, Operations and IT to unlock untapped value in the organization. Through my consulting career, I have developed problem solving skills, strategic insight capability, deep technology expertise, entrepreneurship, multicultural proficiency, innovation management as well as strong people coaching and development competencies. I am also an experienced manager and entrepreneur, who have launched and managed service organizations in emerging and mature markets. Lastly, I am a passionate technologist, always thrilled to learn and discover the latest digital innovations.

Jim McHale

Reading, Pennsylvania Area

$150.0/min 5.0 6 $2.5/min

Real estate developer with expertise in evaluating and structuring deals. Business consultant with a ton of ideas how to solve problems. I have worked in five different industries and find the best use of my time is helping others put it all together. Strengths: finance, real estate deal structure, strategy, organization, marketing

Dalton Southerland

$60.0/min N/A 0 $1/min

Current Commercial Lender with knowledge in all areas of banking, Former tax accountant with experience in bookkeeping, individual taxes and all forms of business taxes, Masters in accounting from Florida Atlantic University with a concentration in forensic accounting.

Kanchan Bhambhu

Rajasthan

$100.0/min N/A 0 $1.67/min

Banking officer in brkgb Science and mathematics expert Good in communication and make your doubts 100% clear

The Assessorship

United Kingdom, Spain, France

$60.0/min N/A 0 $1/min

Rate is $1/min. or £149/day @ www.bit.ly/dailypass We can communicate in: English | French | Spanish Follow us now on www.twitter.com/TheAssessorship Join us also on www.facebook.com/TheAssessorship

Robert Grzesik

Toronto, ON

$60.0/min N/A 1 $1/min

Managing a 20 person software development team at Mopals.com Inc., Co-Founder of Hovr (which had a 7 figure exit), and graduate from a top-tier business school.

Dominic Melo

London, United Kingdom

$250.0/min N/A 1 $4.17/min

An experienced professional that has played key roles in designing, executing and analyzing projects for the international business to business and business to consumer markets, especially in the financial services IT arena. An excellent communicator able to translate jargon and IT-speak into clear concepts and ideas for non-technical management or board members. Expert on Payment Systems for Global Marketplace including traditional payment networks credit debit methods as well as emerging alternative payment methods and mobile applications. On all matters from Treasury to Processing, my 15 years of experience and professional references make me an excellent resource for advice with your next payments project.

Yvan De Munck

New York, NY

$300.0/min N/A 0 $5/min

Yvan De Munck is a strategic advisor to emerging growth companies, particularly active at the intersection of big data and credit risk. Currently heading up the US business for “James”, he helps companies and people develop strategies that nudge clients into behaviors that are socially desirable and financially rewarding. With an earlier career on Wall Street and the last 5+ years focused on fintech related initiatives, he has created a particular interest in the credit union space, a group that has shown increased interest in applying cutting edge technology to solve all too common problems: how to increase origination volumes without taking on more risk; how to keep default rates under control as the cycle turns; how to optimize operational efficiency in the underwriting process – all this in a regulatory compliant way. Yvan brings with him a global perspective (originally from Europe, fluent in 4 languages) and is a FINRA Series 7, 24 & 63 license holder.

Bobby Casey

Riga, Latvia

$350.0/min N/A 0 $5.83/min

I work with a lot of ecommerce and online business entrepreneurs and especially those with location independent businesses who struggle with how to properly structure their business for asset protection and tax minimization.

Charles Wendel

Greater New York City Area

$600.0/min N/A 1 $10/min

Founder of FIC Advisors, a financial services management consulting firm with subject expertise (small business and commercial banking and commercial finance) and functional expertise (organization, productivity, merger integration, growth).

Cindy Flanders

Washington D.C. Metro Area

$300.0/min N/A 3 $5/min

Recovering commercial banker and founder of Manage Fearlessly, an online resource for managers and entrepreneurs. I spent over 25 years managing people and looking at businesses from start-ups to over $2 billion in revenue.

Buddy Barnes

Dallas, TX

$100.0/min N/A 9 $1.67/min

Executive Consultant. Most recently served as a Chief Financial Officer and a key member of the executive management team of a public company, Served as VP and thought leader public and private companies from pre-revenue up to over $1 billion in annual revenue with international operations and exposure. Recognized as a strategic thought leader with strong negotiating skills and impeccable business acumen and integrity. Managed acquisitions in the technology and high-tech manufacturing area, as well as, the management of M&A transactions on the sell side,as a public CFO.

Israel Thompson

Philadelphia, PA

$100.0/min N/A 0 $1.67/min

Army veteran and banker, I have helped small businesses and individuals navigate through the path of business lending and finance. I have also had the privilege of leading, managing and developing others in various areas and industries.

Aram Melkoumov

Toronto, Ontario

$100.0/min N/A 0 $1.67/min

Serial entrepreneur who enjoys building start-ups and abusing technology @Crowdlinker @TrueBidz. Formerly Co-Founder of @identityapparel. Graduate of McGill University. Currently going through The Founder Institute. Passionate about giving back.

James Turnbull

$150.0/min N/A 0 $2.5/min

CEO of Sverensk. Specialist in Czech Trusts and Asset Structuring. Able to assist new entrants to the Czech Market with introductions and concierge services

Lee Huffman

Orange County, CA

$60.0/min N/A 0 $1/min

I developed a passion for traveling as a boy, and now I explore the world with my wife & children using miles, points, & the latest travel hacks. I've been teaching others how to travel more, spend less, & live better since 2012.

Andrew Dubinsky

Houston, Texas Area

$200.0/min N/A 0 $3.33/min

Entrepreneur. Founder of Encomia (Hit #660 on Inc. Fastest Growing List), Patent Holder, Conference Speaker, Banking Expert. Aspiring Mentor & Startup Junkie.

Todd Taylor

Buffalo,NY

$100.0/min N/A 1 $1.67/min

We bring buyers and sellers together …. that may never have found each other. www.FreeRek.com We have developed an internet platform that is a diversified listing service for recreational vehicles RV and have grown the concept horizontally to boats, collector cars, air planes, heavy machinery ETC plus in markets nationwide and have grown that concept internationally. This virtual service is supported a network of Agents and Dealers across USA and international that deliver the personal touch to buyers and sellers and resolve the needs of each no matter if in Buffalo NY , to Calgary Canada to Krakow Poland. Todd Taylor CVO www.WheelatorWorld.com

Deyan Blagoev

Sofia

$100.0/min N/A 0 $1.67/min

Banking expert, IT& Software manager, Business dev, Health & safety specialist, Speaker & Motivator

Adam Weisner

Los Angeles, CA

$400.0/min N/A 0 $6.67/min

Experienced executive and former Managing Director at one of the world's largest financial services organizations. Consulting with care.

Bernardo Calapez Garcia Falcão

London

$300.0/min N/A 0 $5/min

Finance&Strategy Consultant // Regulation // Change Management // Advisor // Projects in Portugal, Africa, Spain and UK

shane slater

South Africa

$60.0/min N/A 0 $1/min

Academic, Microfinance in Africa, Based in South Africa. Interested in Peer-to-Peer lending in Africa, Crowdfunding and Crowdsourcing fascinate me. New father and an ever optimist in the future of Africa.

Erik Bogaerts

Canterbury, UK

$100.0/min N/A 13 $1.67/min

I'm the founder of Naqoda Ltd, a UK based company. We specialize in software development with a particular focus on high volume transactional systems. We cover mainly the electronic commerce and banking sectors. With over 18 years of experience in information technology and the banking industry, I have realized a consistent and successful track record in the management of large scale and complex banking IT implementation projects for international clients, as well as the launch of business development activities at a number of overseas locations across Asia and Europe. Previously, as a Director and Partner at Sopra Banking, I've been responsible for driving in-house innovation and business development initiatives. My main focus lied in identifying and developing cross client account initiatives and fostering a community amongst the company's customers.

Ramesh Babu A

New York

$100.0/min N/A 0 $1.67/min

Accomplished Senior IT & Business Leader with 20+ years of demonstrated experience in Analytics, Big Data, Data Science, Information Systems, Project Management, Business Development, Pre Sales and Techno Business Consulting.

Francois Montrelay

Aix en Provence, France

$100.0/min N/A 0 $1.67/min

Business Coach and Financial Advisor, Board Member. 30 years CXO experience in small and large international companies and FIs. Many clients in India.

Carol Kaplan

Washington, DC

$150.0/min N/A 0 $2.5/min

Media spokesperson and trainer works with high-profile organizations on reputation management, issue advocacy, crisis management, media relations and interview preparation.

Jasmine Sutton

Calera, AL

$60.0/min N/A 0 $1/min

Third Party Risk Management Expert in the Financial Industry- Experience with 3 Heavily Regulated Companies also foodie, lover of furbabies and world traveler

Marcus Randall

New York, NY

$400.0/min N/A 0 $6.67/min

ABS Financial Engineer: Deutsche Bank Securities Fixed Income Valuation Specialist: Bloomberg Whole Loan Trader: GMAC Financial ABS Structurer: Nomura Securities Senior Associate, Structured Finance: PWC RMBS Analyst: Bank of NY - structuring - reverse engineering - intex dealmaker - intex calc - valuation (asc 820) - cashflow modeling - fintech consumer, auto, solar, morgage, hecm, home equity - securitization procees (origination to term issuance) - risk retention - senior/subordinate structures - rating agency methodology - mark-to-model (tier 1-3) - whole loan trading (perf, non-perf, re-perf, reo) - modification strategies - fixed income sales and valuation

Jawad Alalawi

Dubai

$100.0/min N/A 0 $1.67/min

Expert in technology, information security, and business practices. Spent more than 18 years in Telecom sector, Banking and real estate, worked with several business to leverage their potential and improve their employees productivity.

Dr. Frank Knoche

Hamburg

$250.0/min N/A 0 $4.17/min

Dr. Frank can help you validate your current business models or develop and staff new fields of business. Dr. Frank can draw on over 20 years of experience at large corporations and nimble new businesses – including his own start-up. Working discreetly in the background, Dr. Frank does everything he can to support your success – quickly, sustainably, effectively, with agile methods and a focus on results. Dr. Frank lives in Germany and works primarily in Europe with a focus on Germany, Austria and Switzerland.

John Jones

Toronto

$60.0/min N/A 0 $1/min

Currently paying my dues in the analytics department. Available to talk about SASA/SQL, finance, or anything related to personal banking.

Eddy Christian Ng

Jakarta, Indonesia

$150.0/min N/A 0 $2.5/min

Cofounder of Livaza.com an online marketplace for interior and furniture products. Our vision is to simplify your renovation process by connecting you to the best products and sevices

Keith Dewey

$200.0/min N/A 0 $3.33/min

Keith is a highly experienced information security and data protection practitioner, with commercial experience as both Chief Information Security Officer and Data Protection Officer. His experience also extends into strategic, governance, risk, and operational management of fraud and anti-money laundering. Keith has worked in a wide range of organisations, including GE, Barclays, Bank of Ireland, Experian, Ernst & Young, Citi, Welsh Water and British Land. He has passed various exams including EU GDPR Practitioner, Certified Risk Information Security Control (CRISC), Certified Information Security Manager (CISM), Certified Information Security Management Principles (CISMP) and Prince 2.

Alexey Leshchenko

Moscow

$60.0/min N/A 2 $1/min

I have a 10+ years of experience in building auto financing services in Russia: leasing, car loans, insurance, additional services.

Adam Ciepiela

$100.0/min N/A 0 $1.67/min

Financial Advisor and Coach. Specialize in succession, exit and transition planner and Gen X and Y financial issues. Golf Nut and Daddy to be!

Vince Mancuso

Austin, Texas Area

$150.0/min N/A 2 $2.5/min

Expert in small business working capital financing. 22 years experience helping start-up and emerging businesses properly capitalize their business without giving up any equity or control. Leverage your current assets on a line of credit for access to working capital. Negotiate the best deal with the best service partner, guaranteed or no charge.

Nagarajan Rao

New York

$60.0/min N/A 3 $1/min

Nagarajan Rao is Vice President, Head of Business at transpay which is a full stack international payout platform systematically built to serve a number of institutions wanting to move funds around the world. transpay delivers an end to end payment platform which has robust features sustaining large volumes of transactions with speed and accuracy unmatched. Nagarajan is responsible for the overall leadership, strategy and execution of transpay globally. He has 10+ years of experience leading efforts in international payments and foreign exchange trading where he has assisted multiple clients and partners with various risk management and transaction execution strategies. At transpay, Nagarajan and his team have originated, contracted and delivered services agreements and partnerships with some well-known institutions and firms. *****Specialties: Global Transaction Banking, Cash Management, Foreign exchange risk management Treasury , International Payments, Global ACH, Cross Border Payments, Specialist in Emerging Market Banking Networks, Bank Network Management, Compliance and Regulatory expertise and Licensing

Joshua Grant

Toronto, Ontario

$100.0/min N/A 0 $1.67/min

CPA,CA offering proven experience in traditional finance roles while leveraging technological best practices to achieve efficiency. Co-owner of a small business able to help with business plans/pro-formas and raising funding. Interested in supporting progressive Management teams achieve organizational change through finance and entrepreneurs in getting their businesses off the ground.

Glory Bilalli

$100.0/min N/A 8 $1.67/min

The picture you present to your banker/investor makes all the difference between a denial, and an approval - you can never make a 1st impression twice! I can walk you through the process of being able to submit a package that you'll be proud of - and the recipient impressed! All calls will be followed up with a comprehensive list of what your individual package should include, based on your particular deal as revealed during our conversation. Please be sure to check out my LinkedIn profile, so that you can feel confident in my ability to provide you with a much needed value that will save you hours of time - and may even make all the difference to your ultimate success. Thanks!

Muhammad Ovais

Karachi, Pakistan

$150.0/min N/A 0 $2.5/min

Available for all your concerns including financial reporting, auditing, company incorporation (offshore banking and company formation), secretarial matters, establishing the department or a company from scratch.