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About Us
Our team
We have a track record of designing and implementing creative business solutions to address complex business challenges using technology and process improvement. Our expertise is centered around technology and business process improvement to consistently achieve significant operational efficiencies and grow bottom-line profits without compromising service quality.
With a passion for innovation, I maximize business growth opportunities. Through application rationalization and modernization as well as digital transformation programs, I had a significant effect on capital requirements unlocked new competitive advantages through cost reductions, increased focus on current customers, or developing new business models.
As executive leaders we thrive in challenging enterprise-wide programs, driving them with clarity of vision and a focus on outcomes. Our leadership style fosters confidence and communication, ensuring all stakeholders are on board and fully invested in the change process.
Our history
We've been on the forefront of innovation in financial services for over 30 years. In that time, we've been involved in some of the largest, most complex projects in the industry.
Our ability to adapt to change in the business environment as well as our clients helped keep our expertise sharp and focused on those efforts that add the most value.
We have financial services industry experience in Sales, Marketing, Product Management, Compliance, Post Merger Integration, Operations, and Technology. This breadth highlights my ability to navigate the industry’s unique challenges and successfully deliver value-driven solutions.
Our mission
The guiding principles for our consulting practice are client centric and results focused. We believe that people are the best resource for identifying business challenges and designing solutions.
Our consultants can go deep in a variety of technical, operational, and financial topics while staying anchored in core strategies and building relationships.