Banking – Advice from Experts

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Banking

Chattanooga, TN

$250.0/min 5.0 11 $4.17/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 29+ years in banking and electronic payments industry both domestically and internationally. Passionate about giving back and helping others grow their business and making money! Need help with your ISO/Agent agreement? Help with your merchant account? Recover reserves?

Venise Maybank, EA, MTAX

Port Saint Lucie

$250.0/min 5.0 2 $4.17/min

CEO of Elite V Biz & Associates Inc., 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 :)

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. Ex-Affirm (first GC), DFPI (former California banking commissioner), Cal AGO, CFPB.

Jeremy Kahn

Beverly Hills, CA

$100.0/min 5.0 3 $1.67/min

Commercial Banker for 15 years specializing in Commercial Real Estate, Acquisition Financing and Working Capital needs. I’ve worked with large institutions from Wells Fargo to HSBC, but have made a home by bringing my wealth of experience to a small boutique bank at Comerica.

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

Simon Phillips

London, UK

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

Founder & CEO of Cato and Payrolld, Strategy Consultant for Fintechs, Start-ups, Marketplaces and Board Advisor to Community Banks (UK)

Ryan Householder

Phoenix, AZ

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

Proficient individual with a background in banking. Mainly dealing with consumer loans (auto, credit cards), mortgages (including HELOCs and HeLoans). Expert in how to be a people person when selling products and services.

Randy Cohen

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

Randy Cohen is a global management consultant with a focus on financial services including banking and payments, capital markets, and wealth and asset management I help my clients become the best versions of themselves combining innovative thinking with unrivaled industry knowledge to deliver business consulting, digital, technology, and transformational services. My collaborative and efficient approach helps my clients reduce costs, manage risk and regulatory change while increasing revenues. I am a global management consultant specializing in financial services focused on banking and fintech. It is a disruptive stage in the financial services industry right now. The velocity of change is accelerating. Banks are consolidating with Fintech maturing. There are ongoing challenges related to Open Banking, Challenger Banks, AI, Synthetic Data, and Digital Experience. There are so many strategic options decision-makers become overwhelmed with. As a firm, we collaborate with our clients to bring market knowledge, opportunity, and vision. We form a relationship to guide them through the velocity of change igniting the future of our industry. In collaboration, we bring expertise and vision to drive strategic value to our clients and the industry. As a firm, we use a strategy-driven approach. Our industry experts leverage decades of experience to develop strategies to improve business planning, strategies related to digital experience, technology, payments, lending, retail, operations, and organizational management. We have a unique approach for contract negotiation, evaluation, implementation, and merger acquisitions and divestitures.

vivek deshpande

Hong Kong

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

Sales & Client Experience industry expert. 25 years of leadership experience in Banking, Consumer Products, across Sales, Strategy and Customer Service. Large canvass player with proven experience of driving change, leading large teams (400+) and business functions (Revenue of $3b). International experience (worked in HK, Thailand, India). APAC market expert.

Erika Bertrand

United Kingdom

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

Sam Boboev

Uzbekistan, Tashkent

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

Fintech fan, product leader who loves working at the intersection of customer experience, business, and technology. What I really love about product management is finding simple solutions to complex problems. I get most excited when my product creates incredible experiences and lasting value for customers. I learn and build to create meaningful real-life interactions through technology.

Levon Sahakyan

$1000.0/min N/A 0 $16.67/min

Financial Risk Professional, ICA certification in AML..., International Trade Professional, Founder, Entrepreneur, Marketer, Mentor.

Miguel Gutiérrez Vila

México

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

Bachelors in Mathematics (UNAM). Extensive experience in Mexican Fintech Ecosystem, Financial Instruments, Project management, process optimization, and business development.

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.

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

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.

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.

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.

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.

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).

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.

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 focused on developing competitive benchmarking solutions for consumer lenders, he helps companies and people develop strategies that nudge clients into behaviors that are socially desirable and financially rewarding. With a career on Wall Street and the last 10+ years focused on fintech related initiatives, he has created a particular interest in the crypto space, an emerging industry that has shown increased interest in applying cutting edge technology to solve all too common problems. Yvan brings with him a global perspective (originally from Europe, fluent in 4 languages) and is a FINRA Series 7, 24 & 63 license holder.

Jeremy Moore

Tennessee

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

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

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.

Raymond Wong

Hong kong

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

I am the Founder and Managing Director of Asia Business Centre (Holdings) Limited. Starting from Hong Kong, with over ten years of experience in corporate, company secretarial, and banking services, I have developed a strong client network and assisted thousands of clients from South America, Russia, and CIS countries to relocate their businesses in Asia. Since 2009, AsiaBC has already helped 3,000+ clients with setup entities worldwide.

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.

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.

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

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.

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.

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.

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.

Tom Schapira

Chicago

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

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

Brian Pillmore

Oklahoma City, OK

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

Financial services executive with expertise in bank startups and turnarounds. Background in sales, finance, audit and engineering.

Arvind Gupta

Ahmedabad, India

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

36+ years of experience across Branch Banking, Retail Banking, Corporate Credit, Compliance, Learning and Development and Audit

Luigi Wewege

Republic of Panama

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

Luigi Wewege is President of award-winning Caye International Bank, headquartered in Belize, Central America. He is the author of The Digital Banking Revolution, now in its third edition, and has co-authored economic research presented before the United States Congress. He also serves as an Instructor at the FinTech School in California and as an Advisory Board Member of Fort Kobbe International Vaults in Panama. He holds an Italian MBA from the MIB Trieste School of Management with a major in International Business and a BSBA with a triple major in Finance, International Business, and Management from the University of Missouri-St. Louis.

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.

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

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

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!

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

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!

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)

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.

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.