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Financial Services
Menu74 experts in Financial Services topic
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DWDan WaldschmidtBusiness Strategist, Speaker & Ultra-Runner • Greenville, South CarolinaDan Waldschmidt is an international business strategist, speaker, author, and extreme athlete. His consulting firm solves complex marketing and business strategy problems for savvy companies all over the world. Dow Jones calls his Edgy Conversations blog one of the top sales sites on the internet. He’s been profiled in Business Week, INC Magazine, BBC, Fox News, The Today Show, and Business Insider, has been the featured guest on dozens of radio programs, and has published hundreds of articles on progressive business strategy. He is author of Edgy Conversations: How Ordinary People Achieve Outrageous Success.Financial Services • Sales • Marketing Strategy • Business Strategy • Analytics • CRM • Leadership Development • Inspiration • Change Leadership • Business Process Re-engineering •$3.33/min per minute4.8 74 64
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JBJeremy BrennerFintech, payments, money transfer, KYC, compliance • OhioFintech consulting. ex- Stripe, PayPal, Ripple, BCG, MoneyGram. Money transfer, remittances, payments, credit cards, neo-banking, bill pay, card issuing, Banking as a service, BaaS AML KYC, frequent flyer miles / loyalty, mobile money, blockchain, XRP, cross-border payments. I'm a Sr Director of Product Management at a leading payments technology company in San Francisco.Financial Services • Start-ups • Payments • Business Strategy • Management Consulting • Credit Cards • Bitcoin • Airlines • Payment Card Processing • blockchain •$5/min per minute5.0 52 16
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KWKenneth WolstrupValue adding advice built on analysis. • Copenhagen, Denmark15+ years management and specialist experience from banking, mortgage industry and insurance in analytical roles in Finance, Marketing and Personal Lines. Currently working with data management, analysis, strategy, sales, business development, project and people management in an analytics consultancy. See Q&A at https://www.quora.com/profile/Kenneth-Wolstrup-1Financial Services • Business Intelligence • New Business Development • Insurance • Pricing • Campaign Management • Business Model Development • Pricing Analysis • Pricing Strategy • Property & Casualty Insurance •$1/min per minute4.0 4 1
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JMJoe MilamExpert in communicating with angel investors. • Austin, Texas AreaEntrepreneur - AngelSpan, Inc., Angel Legacy, LLC, Legacy Capital Management, Inc. Money manager for angel investors, angel investor. Former clients include executives at Sequoia Capital, Wilson Sonsini, Silicon Valley Bank. Band of Angels founded in my office at 3000 Sand Hill Road.Financial Services • Private Equity • Hedge Funds • Valuation • Portfolio Management • Investments • Wealth Management • Equities • Asset Management • Financial Advisory •$1.67/min per minute5.0 3 2
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KLKatrina LeybaProject Management Magic! • ChicagoWork with Katrina to increase your contributions to the overall company value. Engage her on your small to large-scale global transformation initiatives such as system implementation, business enhancements, and process development/roll-out. Also, if you are a start-up looking to start somewhere, schedule call with her for a transformative start!Financial Services • Startup Consulting • Leadership • Business Transformation • Start-up Operations •$2.50/min per minute5.0 1 5
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ISInderpal SinghMcKinsey & Co., Microsoft, Bridgewater, HSBC • DetroitRun a successful management and technology strategy firm (IDEO, WWE, XFL). Focused on financial services at McKinsey & Co. Invented product at Microsoft. Worked for the CEO at Bridgewater, world's largest hedge fund.Financial Services • Entrepreneurship • Technology • Strategy • Small Business • SaaS • Management Consulting • Software • Advisor • Regulatory Compliance •$5/min per minute5.0 3 2
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LJLoic JeanjeanVp Growth at Canadian FinTech SaaS • Vancouver, BCStrategic SaaS leader with 13 years experience building and scaling sales & marketing teams from the ground up. VP Growth at Advisor Websites - SaaS solutions for Financial Services industry.Financial Services • Growth Hacking • Digital Marketing • Startups • Digital Strategy • SaaS • SaaS Sales • Metrics • Growth Strategies • Financial Technology •$2.50/min per minute5.0 3 1
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EGEric GroverPayment system expert. • Minden, NevadaEric Grover is Principal at Intrepid Ventures, providing corporate development and strategy consulting to financial services, payment network, and processing businesses, principally in North America and Europe. He has a comprehensive understanding of the global payment network and processing space, including each stage in the payments value chain: credit, debit and prepay issuing, issuer processing, payment networks, and merchant acquiring and processing. Grover is an expert on network competitive dynamics and the unprecedented wave of innovation stressing and enhancing the payments industry, was the first to publicly make the case for banks demutualizing MasterCard and Visa, and is the world's foremost independent authority on interchange and interchange regulation. His prior experience includes Visa International, GE Consumer Finance, BofA, NationsBank, Transamerica and serving as a director on Nordstrom's credit card A/R subsidiary's board. His commentaries have been frequently published in the American Banker, Barron's, Cards International, the Daily Deal, Digital Transactions, Credit Card Management, Cards & Payments, Card Technology, the Las Vegas Review and Journal, National Review and the Washington Times. Grover has a BA in economics from Amherst College and an MBA in Finance from NYU Stern’s Graduate School of Business.Financial Services • Business Development • Start-ups • Payments • CRM • Credit Cards • Management • Strategic Partnerships • Payment Systems • Credit •$16.67/min per minute5.0 2 0
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AMAiaze MithaParisFounder of Amarante Consulting and Advisor to several startups. Passionate about innovation in the mobile payments space, new approaches to financial services design and delivery and mass-market opportunities in emerging markets. Experience with large organizations and startups across 35 countries.Financial Services • Startup Consulting • User Experience • Business Strategy • Mobile Payments • Strategic Partnerships • Product Innovation • Advisory Boards • Mobile Banking • Value Proposition •$2/min per minute5.0 1 11
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JKjames kempInsurance broker, CTO & founder. • londonFounder and CEO within 3 start ups from concept, through growth to exit. B2B insurance broking, e-commerce, pets, wine, consumer tech, saas.Financial Services • Sales • Strategy • Employee Benefits • Business Strategy • New Business Development • Insurance • Sales Operations • Account Management • Pensions •$3.33/min per minute5.0 1 0
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DBDeepak BansalBengaluru, IndiaFounder Arcitae. Multiple Entrepreneur. Head of Engineering @ Klub, Head of Engineering @ Gulaq, Co-Founder @ Scaleops.ai, Engineering @ InCred, Head of Engineering @ InstaPaisa, Engineering Lead @ SnapLionFinancial Services • Technology • Artificial Intelligence •$2/min per minute— — 0
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LDLouis D. van NiekerkI solve problems by…read more • Cape Town, South AfricaI solve problems by spotting interrelated issues at a systemic level and asking questions that nobody considered. Identifying and defining the problem is more than half the battle won. I am an Industrial Engineer with an MBA and am a Certified Fraud Examiner and registered turnaround specialist. I started my career as project manager at The Marketing Shop (now Knowstosis) My job as side-kick to the MD was fast paced. He said if I could learn as fast as he could teach he will take me everywhere he went. I did. My learning curve was vertical for almost two years. Our company was listed, I became a director and he the CEO; my learning curve waned and I did not agree with the direction that the new divisional MD was taking us on. Boredom set in and I fell for RMB‘s advertisement that they employ engineers and sought a career with them. Once there, we brought the RMB philosophy to FNB and I soon ran the culture change program for the branch network. I implemented the “How can we help you?” philosophy. It resulted in me being Wendy Lucas-Bull’s (CEO) assistant. After that, I was working in FirstRand‘s technology incubator which was both sexy and frustrating because everything had to go through channels and I am too much of an entrepreneur to wait for slow wheels of corporate banking to turn. So I rejoined my mentor as a shareholder and ran the whole company. Meanwhile, I completed my MBA (cum laude). This made me a rounded consultant more than anything else. In fact, having had to implement change first hand at FirstRand, I came back into consulting much less naive and my strategies were now much more practical. I bought all the shares from my mentor in 2004 and have loved steering my company where I wanted it to be ever since. This meant breaking open new markets in Australia and Europe, diving into major opportunities like turning around a R500M+ company and simply using my skill and expertise to improve businesses where ever the opportunity presents itself. I’ve worked in automotive, education, government, agriculture, transport and hospitality. Between 2015 and 2020 I was involved in major litigation as plaintiff and expert witness with another expert holding, among other qualifications a CFE. I saw the value of the qualification, enrolled and completed the CFE in 2020. I think big and systemically about just about everything and am at my best in charge of a large team of competent people. If I can share and implement my vision, so much better.Financial Services • Finance • Marketing Strategy • Strategic Planning • Business Strategy • Financial Modeling • Financial Analysis • Financial Planning • Strategic Financial Planning • Personal Finance •$2.50/min per minute— — 0
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SMStruan MalcolmCOO @ 5 yr old fintech / 28 yrs exp in finserv • StockholmCOO at 5 year old fintech with focus on scaling the business, sales, relationships, and product management. 28 years in banking including front, middle and back office, involvement in bank DLT and fintech strategies, and employee mentoring programmes.Financial Services • Sales • Mentoring • Product Development • Trading • Investment Banking • Operations • Customer Relations • Asset Management •$2/min per minute— — 0
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NCNick CastelloFinTech expert with 10+ years experience • San Diego, CAFinancial Services & Technology expert with over 10 years of experience ranging from startup companies to global asset management and advisory services.,Financial Services • Finance • Technology • Strategic Financial Planning •$8.33/min per minute— — 0
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SNShahbaz NaseerCo Founder/Managing Director at Dynamic Accountax.Former Accounting Manager/Finance & HR Manager for Companies based in UK, Australia, and USA. Experienced in multiple industries including; Consultancy, Information Technology IT, Non Profit, Construction, and Banking. Always looking to help small and mid-size companies grow.Financial Services • Entrepreneurship • Payroll • Company Culture • Corporate Finance • Employee Hiring • Cost Accounting • Financial Planning • Management Accounting • Human Resource Development •$1.67/min per minute— — 0
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JJJevone JonesPM - Trust & Safety, Risk & Compliance |ex-Uber • Miami, FLProduct Leader. Mentor and Startup Advisor. Previously at Uber, Wish, and Fortune 500 companies like S&P, Guggenheim, and Moody's.Financial Services • Entrepreneurship • Marketplaces • Consumer Products • E-commerce • Risk Management • Personal Finance • SMB • Compliance •$2/min per minute— — 0
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DVDaniel VisserFnancial modeller • London, UKHi, I'm Daniel, a financial modeller with over 10 years of experience in New York and London. I've worked on a wide range of projects, from simple financial modelling tasks to complex data analysis projects. I'm passionate about using my skills to help businesses make better decisions. I'm excited to be joining Clarity,. I believe that this platform will give me the opportunity to connect with businesses of all sizes and help them achieve their goals. Looking forward working together!Financial Services • Finance • Financial Modeling • Corporate Finance • Financial Analysis • Financial Reporting • Financial Planning • Strategic Financial Planning •$1.67/min per minute— — 0
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JRJohn ReidFinancial Advisor Consultant • San Francisco, CAFounder of YEM Consulting. Multiple Entrepreneur. Consultant and Coach to Financial Advisors seeking to work smarter, not harderFinancial Services • Finance • M&A • Consulting • Business Coaching • Valuation • Financial Modeling • Business Valuation • Financial Analysis • M&A due diligence •$2.50/min per minute— — 0
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AHAndrej Hocevar9+ years of international experience in Management Consulting, Advisory, and SaaS Sales within Financial Services. Proven ability to deliver high-value deals (€80M+), lead global enablement programs (200+ employees), and drive measurable results through process optimization, client engagement, and cross-functional leadershipFinancial Services • Entrepreneurship • Sales • Strategy • Consulting • Sales Enablement • SaaS Sales • Business Coaching • Banking • Process Optimization •$2/min per minute— — 0
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DMDomenico MartelliCloud | Financial Services | Strategy ConsultingI am a Senior Executive with 25 years' experience in Startup Incubation (iWorldGroup), Strategy Consulting (Baìn, BCG), Banking (UniCredit Group) and Cloud Technology (Oracle). If you need strategic or financial advisory for your Business, I believe I can help.Financial Services • Business planning • Strategic Planning • Business Strategy • New Business Development • Financial Modeling • Financial Analysis • Business Advisory • Strategy Consulting • Financial Technology •$5.83/min per minute— — 0
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ASARIJIT SARKARBusiness Consultant • DelhiCo-creating Future Ready Digital Operating Models l Embedded Analytics Practices l Best Practice Sharing l Digital Solutions Enablement l Deployment Strategy l Consulting | >23 Years of ExperienceFinancial Services • Business Strategy • Innovation Consulting • Digital Transformation • Retail Banking • Mortgage Banking • Property & Casualty Insurance • Commercial Insurance • Health Insurance • Life Insurance •$4.17/min per minute— — 0
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CMCaroline MuitoBUSINESS AND STRATEGY IMPLEMENTATION LEADER • KenyaStrategic and Market-Focused Business Development, Commercial, and Sales Leadership, Instrumental in Accelerated Growth, Go-to-Market Success and ProfitsFinancial Services • Business Strategy • Event Management • Commercial Aviation •$2/min per minute— — 0
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RCRandy CohenA financial services global management consultantRandy 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.Financial Services • Consulting • Investment Banking • Banking •$1.67/min per minute— — 0
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APAbhishek Priyadarshi14+ exp in PE, Transaction Advisory Strategy • Toronto14+ years exp in PE, Transaction Advisory and Management Consulting covering global TMT and FS sectorFinancial Services • Private Equity • Hedge Funds • Investment Banking • Alternative Investments • Asset Management •$3.33/min per minute— — 0
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MHMichael HansenStrategy and Growth Expert, math and people nerd. • New York, N.Y.Founder of Three Point Capital - tpc.us; Specialize in business growth, strategy and solving problems relating to both. Butcher, Baker, not a candlestick maker. YetFinancial Services • Private Equity • Due diligence • Financial Modeling • Portfolio Management • Corporate Finance • Executive Management • Alternative Investments • Fixed Income • Strategic Financial Planning •$1.67/min per minute— — 2
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