Banking & Financial Services

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Bottom & Top Line Optimization
Tyler Knotts

$5.00/min

Las Vegas, NV

Ill identify cost savings and explore new & innovative sales channels that will increase your overall business health.

  • Business Strategy & Planning
  • Business Transformation
  • Operations & Management
  • Banking & Financial Services
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CIO Advisory, IT Strategy, Enterprise Architecture
Amar Pratap Rama Murthy

$5.00/min

Houston TX

CIO Advisory and enabling modernization for the large enterprise.

  • Research & Development
  • Infrastructure Modernization
  • Enterprise Architecture
  • Mobile App Strategy & Development
  • Banking & Financial Services
  • CIO
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Chief Data Scientist
Stephane Caraguel

$10.00/min

New York

Leading innovation projects using data science and behavioral science in industries like healthcare, finance, insurance and AdTech. Experience building and managing teams, with or without a hands-on role.

  • Artificial Intelligence (AI)
  • Data Science
  • Technology
  • Machine Learning (ML)
  • Risk Management
  • Digital Transformation Strategy
  • Start Up Strategy
  • Early Stage Start ups
  • Tech Start ups
  • Pharma/Healthcare
  • Banking & Financial Services
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Financial Planning
James K Gilchrest

$8.33/min

Westport, CT

My team provides custom financial plans prepared by a CFP using state-of-the-art software. In addition, we provide clients with a financial website to organize and streamline their finances.

  • Banking & Financial Services
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Entrepreneurial Operating System (EOS) Implementation
Gail Woronick

$2.00/min

Los Angeles

EOS is a simple set of concepts and tools that synchronize how organizations meet, solve problems, plan, prioritize, follow processes, communicate, measure performance, clarify roles and manage. It helps firms gain traction.

  • Business
  • Business Strategy & Planning
  • Business Transformation
  • Technology
  • Customer Relationship Management (CRM)
  • Functional Leadership
  • Leadership & Management
  • Executive Coaching
  • Productivity Coaching
  • Start Ups
  • Management Consulting
  • Organizational Leadership
  • Operations & Management
  • Start Up Strategy
  • Small Business Coaching
  • Tech Start ups
  • Scaling a Start Up
  • Banking & Financial Services
  • Real Estate & Construction
  • SaaS
  • COO
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Project and accountability management
Gail Woronick

$2.00/min

Los Angeles

Fractional Integrator, COO, Chief of Staff or Project Manager to assist with project and accountability management, integrating the team, train/coach staff and process documentation.

  • Business Transformation
  • Functional Leadership
  • Leadership & Management
  • Mentoring
  • Productivity Coaching
  • Management Consulting
  • Organizational Leadership
  • Business Software & Tools
  • Operations & Management
  • Project Management
  • Small Business Coaching
  • Banking & Financial Services
  • Real Estate & Construction
  • SaaS
  • COO
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CRM design and customization
Gail Woronick

$2.00/min

Los Angeles

Design and customize Zoho CRM to centralize and automate all front and back office processes including lead generation and management, sales funnel, client onboarding, client management and other operating processes.

  • Technology
  • Business Software & Tools
  • Software Development
  • Banking & Financial Services
  • Real Estate & Construction
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Advisory Board Member
Rodney Smith

$5.42/min

USA I AUS I EUR I SA

I have experience as an Advisory Board Member for a number of startups at various stages of development. Working closely with the CEO and C-Suite executives to strategize, innovate and develop the appropriate focus & next steps. Acting as an Advisor and Mentor for Leadership teams coaching them through important decisions. Proactively identifying and anticipate problems, challenges, and opportunities before they occur.

  • Business Strategy & Planning
  • Business Transformation
  • Business Innovation
  • Professional Development
  • Leadership & Management
  • Executive Coaching
  • Mentoring
  • Start Ups
  • Customer Experience
  • Organizational Leadership
  • Customer Service
  • Sales Leadership & Management
  • Start Up Strategy
  • Start up Ideation
  • Small Business Coaching
  • Pharma/Healthcare
  • Banking & Financial Services
  • Real Estate & Construction
  • Hospitality & Tourism
  • Entertainment, News & Media
  • Oil & Energy
  • SaaS
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Payment industry Expert
Enrique Perez

$7.00/min

Phoenix

Dynamic and competitive leader equipped with vision. Possessing an extensive track record of leadership and proven results. Known as a pioneer of innovation who leverages a wealth of expertise to influence operational performances, while maximizing productivity, excellent organizational skills, and maintaining operational standards. Demonstrates strong analytical skills and is successful in leading and developing high performing teams for complex organizations

  • Strategic Partnerships
  • Business Strategy & Planning
  • Business Innovation
  • Technology
  • Product Design & Development
  • Operations & Management
  • Banking & Financial Services
  • COO
  • CTO
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Review Your Employee & Customer Experience to Identify the Current State, Gaps, Potential Problems/Opportunities
Rodney Smith

$5.42/min

USA I AUS I EUR I SA

Your Current State tells a story. I have the ability to interpret the story behind your current state culture, leadership, employee & customer experiences. What are your gaps? What opportunities can you address? What impact will future changes have on operations? How will changes made differentiate your brand? I can help you see the truth of the way things are and let you know what to do about it.

  • Business Strategy & Planning
  • Business Transformation
  • Leadership & Management
  • Executive Coaching
  • Mentoring
  • Start Ups
  • Customer Experience
  • Mergers & Acquisitions
  • Change Management
  • Management Consulting
  • Customer Service
  • Scaling a Start Up
  • Pharma/Healthcare
  • Banking & Financial Services
  • Real Estate & Construction
  • Hospitality & Tourism
  • Entertainment, News & Media
  • Oil & Energy
  • SaaS
  • CEO
  • COO
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Help You Define Customer Strategies, Unite Leadership, Align Teams & Move in a Common Direction
Rodney Smith

$5.42/min

USA I AUS I EUR I SA

Instead of continuing with the status quo, following copycat strategies of others or adopting long held traditional approaches that don’t fit today, I can help you define leadership, employee & customer strategies and deploy & align them to galvanize your company around your purpose and values and move you in a common direction and drive growth. Rather than building a company that is stuck in the past, you can create one that differentiates around creating experiences employees & customers want to have again and again.

  • Business Strategy & Planning
  • Business Transformation
  • Business Innovation
  • Leadership & Management
  • Executive Coaching
  • Mentoring
  • Start Ups
  • Customer Experience
  • Mergers & Acquisitions
  • Change Management
  • Management Consulting
  • Customer Service
  • Scaling a Start Up
  • Pharma/Healthcare
  • Banking & Financial Services
  • Real Estate & Construction
  • Hospitality & Tourism
  • Entertainment, News & Media
  • Oil & Energy
  • SaaS
  • CEO
  • COO
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Executive Advisor
Rodney Smith

$5.42/min

USA I AUS I EUR I SA

If you need an Advisor, I have experience advising startups and businesses of various stages. From strategy, culture, team building & development to leadership development, employee & customer experience, crisis & change management, and COVID-19 navigation to organizational development and simplifying operations.

  • Business Strategy & Planning
  • Business Transformation
  • Growth Strategy
  • Business Innovation
  • Professional Development
  • Leadership & Management
  • Executive Coaching
  • Mentoring
  • Start Ups
  • Customer Experience
  • Organizational Leadership
  • Sales Leadership & Management
  • Start Up Strategy
  • Start up Ideation
  • Small Business Coaching
  • Pharma/Healthcare
  • Banking & Financial Services
  • Real Estate & Construction
  • Hospitality & Tourism
  • Entertainment, News & Media
  • Oil & Energy
  • SaaS
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Identify Strategic, Cultural and Customer Changes Required to Drive Growth
Rodney Smith

$5.42/min

USA I AUS I EUR I SA

In my 25+ years of leadership experience, I have worked with companies from startups to mid-markets & enterprises with siloed organizations, poor employee & customer experiences, and under-performing operations & growth. I have helped them create cultures, systems, structures, and accountabilities necessary to support positive employee & customer experiences & customer driven growth. All company’s reach a level or status quo where existing strategies need to change. I will help identify your company’s needs and facilitate strategic actions to galvanize, align and move you in the right direction.

  • Business Strategy & Planning
  • Business Transformation
  • Business Innovation
  • Leadership & Management
  • Executive Coaching
  • Start Ups
  • Customer Experience
  • Risk Management
  • Change Management
  • Management Consulting
  • Organizational Leadership
  • Pharma/Healthcare
  • Banking & Financial Services
  • Real Estate & Construction
  • Hospitality & Tourism
  • Entertainment, News & Media
  • Oil & Energy
  • SaaS
  • CEO
  • COO
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Strategic planning and optimization of people, processes and systems
Gail Woronick

$2.00/min

Los Angeles

Assist firms with strategic planning and optimizing people, processes and systems by putting the right people in the right seat, streamlining workflow processes and using technology to automate.

  • Business
  • Business Strategy & Planning
  • Business Transformation
  • Technology
  • Customer Relationship Management (CRM)
  • Functional Leadership
  • Leadership & Management
  • Executive Coaching
  • Productivity Coaching
  • Start Ups
  • Management Consulting
  • Organizational Leadership
  • Operations & Management
  • Start Up Strategy
  • Small Business Coaching
  • Tech Start ups
  • Scaling a Start Up
  • Banking & Financial Services
  • Real Estate & Construction
  • SaaS
  • COO
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Strategic Planning & Execution
Mahendra Thanai

$7.00/min

Mumbai

I have particular expertise developing and implementing growth strategies that include double-digit organic sales increases driven by channel development, market segmentation, key account development, new product introduction, sales force management, and marketing leadership. Identifying, acquiring, and integrating companies that provide a strategic fit supports internal rates of return and increased valuations. Senior Consultant & Council Member : Mitsubishi Material Corporation - Japan, Gerson Lehrman Group - USA, Insight Alpha - Singapore, GlobalWonks - USA, Strat Lancer - India

  • Business Strategy & Planning
  • Business Transformation
  • Growth Strategy
  • Customer Service
  • Leadership & Management
  • Customer Experience
  • Risk Management
  • Mergers & Acquisitions
  • Management Consulting
  • Organizational Leadership
  • Customer Service
  • Operations & Management
  • Sales Leadership & Management
  • Banking & Financial Services
  • Real Estate & Construction
  • CXO Corner
  • CEO
  • COO
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Banking & Financial Services
Paul Dubuque

$8.33/min

Chicago

Twelve-year veteran of KPMG's financial services group where I developed elite financial, analytical and problem solving skills. I served on its national prospective reporting & national regulatory task forces while overseeing over 80 corporate transactions involving the sale, merger, and formation of financial entities including the very first U.S. hedge fund to become a bank holding company.

  • Banking & Financial Services
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Performance Improvement
stephen cornes

$8.33/min

London

Whether you are new to role, have been promoted or have inherited a new team, at the forefront of your mind is the performance of the team. You may have an exceptionally small team or it may be a global workforce, either way, you need to make your mark and demonstrate your ability to drive results in a positive and sustainable way. Build a clear team ethos and operating rhythm takes time and the earlier you engage in clear strategy to do this, the quicker the results start to roll in. I have worked with organisations from the US, across Europe, the Middle East, the Far East and Japan to enhance their team capability and build outstanding team results through their leader. There is no greater risk to any business than a dysfunctional team so get on board early and ensure success is a key component of what you deliver.

  • Business Strategy & Planning
  • Business Transformation
  • Growth Strategy
  • Functional Leadership
  • Professional Development
  • Public Speaking
  • Personal/Professional Branding
  • Networking
  • Body Language
  • Banking & Financial Services
  • CHRO
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Growth Leadership
Jay Milligan

$5.00/min

Houston

Proven leader across all business functions with a high proficiency in growth strategies, operational efficiency, mergers and acquisitions. At Resources Global Professionals, spearheaded 500% growth from $31 million to $200 million in 4 years leading 14 offices across the Southeast and Southwest regions of this publicly traded professional services firm. He led all sales personnel (75 total) across the Southeast and Southwest regions as part of a 1,000 employee organization. He also developed and led the sales organization across Asia, opening new markets while living in Hong Kong for approximately 2 years. Additionally, he was sent across the globe to train the sales organizations in North America, Europe and Asia. This training was focused on B2B consultative selling and value positioning. Developed an extensive business plan and go-to-market strategy for start-up operations in the US for a global SaaS based, AI, corporate performance management platform. This included building teams across multiple offices, hiring and building out a sales team and go-to-market strategy, financial management, marketing platform, product development and customer and account servicing. Achieved 135% of target revenue growth in first 9 months. Secured and closed total contract value (TCV) in excess of $5 million. Targets for 2019 were TCV of $17 million, representing a 300+% year over year growth rate. He had responsibilities for all sales and marketing, a team of 9.

  • Business Strategy & Planning
  • Business Transformation
  • Growth Strategy
  • Artificial Intelligence (AI)
  • Leadership & Management
  • Executive Coaching
  • B2B and B2C Marketing Strategy
  • Start Ups
  • Big Data, Analytics & BI Strategies
  • Customer Experience
  • Mergers & Acquisitions
  • Management Consulting
  • Organizational Leadership
  • Sales Leadership & Management
  • B2B Sales Execution
  • Automotive
  • Banking & Financial Services
  • Real Estate & Construction
  • SaaS
  • CXO Corner
  • CEO
  • COO
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Corporate Innovation
Mike Kyriacou

$4.00/min

San Francisco Bay Area and Australia

Expert leading high technology teams through ideation, business case, problem solution fit, product market fit, scenario planning, venture funding, finding a robust business model and Go-to-Market to expand operations at scale.

  • Business
  • Strategic Partnerships
  • Business Strategy & Planning
  • Design Thinking
  • Growth Strategy
  • Business Innovation
  • Product Design & Development
  • Executive Coaching
  • Public Speaking
  • Big Data, Analytics & BI Strategies
  • Machine Learning (ML)
  • Banking & Financial Services
  • CPO
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Leadership Development
Elise Nobileau Forget

$3.50/min

Montreal

Effective leadership is based on a multiple set of skills that lead to high performance from the executive team and employees across the entire business. Its essential ingredients are trust which then leads to effective a defined mission with matching values, a vision, sound strategic planning, a consistent communication strategy, developing KPIs, following and publishing its metrics, implementing performance management systems, increasing safety, and ultimately influencing followers to perform in ways that advance the mission of the company. Coaching services focus on providing the training, brainstorming, consulting and accountability necessary to advance leaders to the next level helping them to: • Create space for strategic thinking • Delegate to their team more effectively • Improve their team and company engagement • Sustain high performance in their teams • Work in a more Agile way • Improve their time management • Enhance their communication skills for greater influence and impact • Find how they can overcome the ways they sabotage themselves • Improve trust within their team • Identify roadblocks and how to surmount them • Identify outcomes that are detrimental to their professional success

  • Strategic Partnerships
  • Business Strategy & Planning
  • Growth Strategy
  • User Experience (UI/UX)
  • Customer Relationship Management (CRM)
  • Corporate Finance
  • Human Resources
  • Professional Development
  • Leadership & Management
  • Executive Coaching
  • Productivity Coaching
  • Start Ups
  • Entrepreneurship
  • Organizational Leadership
  • Digital & Emerging Tech
  • VC, Funding & Crowd Funding
  • Lean Start up
  • Early Stage Start ups
  • Tech Start ups
  • Banking & Financial Services
  • Telecom
  • Real Estate & Construction
  • Hospitality & Tourism
  • E Commerce
  • SaaS