Banking – Advice from Experts

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Banking

Newport Beach, Calif

$300.0/min 5.0 11 $5/min

Jer - Trihouse Consulting. Consumer lending [Payday loans, car title lending, small-dollar loans, installment loans, tribal lending, collateralized & non-collateralized lending] banking, founder, investor, consultant, conduit and resource. Quoted in the Wall Street Journal, Bloomberg, New York Times... Recognized by "players" in the Alternative Financial Services industry as "the 1st guy to talk to." Founder of: https://www.TheBusinessOfLending.com https://www.PaydayLoanIndustryBlog.com https://www.eChecksystem.com & more...

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 EVP-Integrated Payments of Nuvei and COO of PayLeap with over 27+ years in banking and electronic payments industry both domestically and internationally. Passionate about giving back and helping others grow their business and making money!

Faisal Khan

Istanbul, Turkey

$60.0/min 5.0 8 $1/min

I'm a banking & payments expert. I specialize in cross-border, money transmitter licenses and E-money licenses. If it is difficult to get, or obtain, chances are, I do it. I help startups and incumbents overcome the licensing, regulatory, compliance, etc. hurdles can get going fast, How? because I have the license holders who are willing to rent their licenses.

Venise Maybank

Port Saint Lucie

$200.0/min 5.0 2 $3.33/min

CEO of NISEYM, LLC, I specialize in making your finances simple. As IRS Enrolled Agent I advocate on behalf of many high net worth individuals on various tax cases. Over 20 in business providing exceptional services in tax preparation, tax planning and unheard of tax business strategies. Leveraging your finances is important so I have worked with numerous amount of individuals and several businesses by helping them resolve their tax issues and provide guidance to leverage their finances while saving on taxes. Having the right business structure is key, so I work with business owners by providing expert advice on how to set up and choose the right business structure for their business. As a quickbooks pro advisor I continue to help many individuals manage their finances in a simple way. The buck does not stop there. As a successful real estate investor who have been managing properties for over 20 years I share with tips of how to get your first investment property and lock in on multiple properties. The list goes on so call me. You never know until you make that first step. Call me today :)

Jeremy Kahn

Beverly Hills, CA

$200.0/min 5.0 3 $3.33/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?

Brad Kime

Indianapolis, Indiana Area

$350.0/min 5.0 5 $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

Dominique C

Dubai, UAE

$400.0/min 5.0 0 $6.67/min

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

Janusz Zdrojewski

London

$450.0/min N/A 0 $7.5/min

Management consulting, digital / business / technical architecture, change management, building business agility, transformations - 'traditional' or digital. Work in the UK and across the EU with blue chip clients in Investment Banking, Investment Management and Insurance. Keen technologist with very broad and deep technical expertise. Connect: https://www.linkedin.com/in/jzdrojewski/ Read: https://www.linkedin.com/pulse/innovation-tail-digital-transformation-janusz-zdrojewski/

Anfernee Centura

Manila, Philippines

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

Former Recovery Specialist @ Synchrony Financial. Former Campaigns Coordinator @ College Editors Guild of the Philippines - NCR. Writer. Criminology Graduate

Noman Burki

London

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

Worked in Banking for over 10 years in the UK. Worked for RBS bank, Visa Europe, Paypal and US bank. Helping you with payments and social media

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.

Santosh kumar

Mumbai

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

22 Yr plus diversified experience in Banking, NBFC, Investment & Insurance Broking, Wealth managment & Financial distribution companies across multiple llocations i.e Mumbai, Bangalore, Delhi, Gugaon, Jaipur etc. Passionately involved in Sales & distribution, Marketing, Product development, Client service, Relationship managment, Regulatory Compliance & Business planning & strategy etc. Key focus on Retail & Corporate banking pruducts esp CASA/ Liability, Retail & Corpoarte/ business loans, Trade & Forex & Third Party Products i.e Mutual funds, Bonds, PMS, Insurance & equity etc. Worked across Banca, direct, franchise & sub-broker, Corp & institutional distribution segment Speacially delivered in Team managment & retention, large realtionship management, initiating new alliances, business process development, Initiating new product & services etc Strong exposure to developing, initiaitng & maintaining legal, compliance, regulatory framework for businesses. Core strength, specialization & subject area for consultancy - Retail & business banking across Liability, Retail & corporate loan, Investment, Insurance & Forex business. Retail investment/ wealh management/ advisory/ Mutual fund & Insurance distribution/ business model et Retail financial product development, customer & investor psychoogy, marketing & business strategy in India. Institutional framework & architecture of compliance, law, legislation & regulation in India esp related to RBI, SEBI, IRDA,PFRDA, NCLT, IBBI, MCA which covers Banks, Equity market/ Bonds/Mutual funds, Insurance, Pension , Companies Law, Insolvency Practice etc. Undrstanding & analysis of Business, Economic, Socio-Cultural & Political risk India Client acquisition, retention & productivity for busienss Competition Analysis, Channel, franchise & sub-broker Management, Service model & infrastructure for HNW customers, Cross-selling model etc. Team management, retention, coaching, mentoring & maximising productivity. Working architecture, background, business model, client profile, regulatory framework of Private, Public/ Govt & coopertaive banks, NBFCs . MFI ( Microfinance) & Central Bank ( RBI ) in India. Architecture, Framework, Guidelines of Management & Business education, teaching methodology/ pedagogy skills & students expectation in India. Have handled multiple cases of consultancy assignment in the area of banking i.e retail loan, investment, business loan, client acquisition, retention etc Have been part of multiple teaching assignments in large management colleges across multiple area of finance, banking, investment etc. Have contributed multiple research & general articles on Finance, Banking and contemporary subjects My Key strength Strong domain knowledge in Banking, Finance & Insurance Extensive exposure to sales, marketing, product management, Customer service etc Strong communication, coaching, training & investment advisory skill Strong understanding of customer behavior, psychology & investment requirements Thorough understanding of compliance, legal & regulatory framework

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

Luigi Wewege

Republic of Panama

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

Luigi Wewege is the Senior Vice President, and Head of Private Banking at Caye International Bank. Outside of the bank he serves as an Instructor at the FinTech School which provides online training courses on the latest technological and innovation developments within the financial services industry. Luigi is also the published author of: The Digital Banking Revolution which is available in audio, kindle and paperback formats throughout all major international online bookstores and is now in its third edition.

Petra Blazekova

Slovakia, Bratislava

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

experienced risk management specialist in banking with PhD. in Business and Economics interested in risk reporting, risk ratios, banking regulation and disclosures

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

Armando Torres

Waterbury, CT

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

For professional work I am a banker for TD Bank, and for my hobby’s I am in to fashion and sell clothes and sneakers online for a profit.

Damu Winston

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

Damu has successfully managed and implemented digital and software projects within the domestic US and internationally. He is a renowned expert in the areas of Digital Training, Digital Transformation, Blockchain and mobile app development. Damu holds an MBA from Hult International Business School, is a certified Project Management Professional (PMP), and a successful author of the Amazon Best Selling book " I Don't Trust You, But Blockchain and Bitcoin will help.

Sakis Paraskevov

Cyprus

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

Executive Director at an Investment Firm, Forex CFD trader, Private Banker, Trading Portfolio Manager.

Tom Schapira

Chicago

$600.0/min N/A 0 $10/min

FinTech and InsurTech Expertise to help startups with finserv integration and fundraising

Dwi Arifiyanto

Jakarta

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

Ex Banker, Business Development for Mining Contractor, CEO for Mining Contractor in Indonesia with wide range Experiences related to Finance, Legal, Commercial, Operational

Muhammad Shehzad

Sydney

$120.0/min N/A 0 $2/min

Do you need an expert advice for all your migration issues?? Can help you with all your migration related questions

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.

Sam Buxton

Gibraltar

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

Start Up and Personal Branding Consultant. I have successfully raised Capital for both my startups. My most recent company is one of the first DLT licensed and regulated companies in Gibraltar offering crypto custodianship, OTC, and advisory. (inprinciple). I have advised and consulted several ICOs/STO's that have raised over 50 mil USD. I can advise any startup on raising capital, business development, marketing, product development, insurance, banking/payments, corporate structuring, licensing and more. My focus is Blockchain and Fintech. I have a very strong network in Gibraltar and can make any introductions.

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.

Lee Huffman

Nashville, TN

$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.

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.

Fadiyla El Bey

Charlotte, NC

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

Successfully identified, addressed and resolved client issues. Served on a Banking/Mortgaging team that achieved a group award for increasing production by 28% in 2019. Attained a stellar award percentage and placed in the top 20% for the region. Completed intensive mortgage-closer training programs covering conventional HARP, FHLMC, FNMA and other loans.

Ben Bailey

Asheville, NC

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

Banking professional with many years and areas of training and expertise. A 2017 graduate from the Southeast Region Credit Union Management School and currently a regional branch manager for a credit union.

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.

Javier Feu

Barcelona

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

MSc Aerospace Engineering Management Consulting Experience: finance, banking, fintech, airlines

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.

Joseph de Oxgrey

San Diego, CA

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

A professional with comprehensive experience and expertise in the financial services industry.

Jeremy Moore

Tennessee

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

Experienced Growth architect with team building, finance, and strategic perspectives.

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

Piervincenzo Russo

Rome

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

I'm a "Crazy dreamer" , what they call "incurable worker" , but also an husband and a father. I'm revolutionizing acquiring and loyalty in PostePay by using the "innovation force".

Alexander Parra

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

I am a licensed journeyman electrician & a small business owner! 4+ Years as a Journeyman Electrician & 4+ years of schooling in Electrical Theory. 3+ years working in a bank. 2+ years of small business management.

Kevin Lim, CFA

Singapore

$500.0/min N/A 0 $8.33/min

Looking for 2 appropriate companies this year to serve on their advisory board. Group M&A and Strategic Investments, United Overseas Bank (Singapore) - M&A, strategic partnerships, investments Partner, 1823 Ventures (Singapore) - Mentor start-ups with a view to investing Previously co-founded Capital Match, P2P lending platform), M&A banker covering the financial sector in London, Hong Kong and Singapore, and corporate development and innovation (Fintech + InsurTech)

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