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Restructuring, Repositioning, and Relaunching Organizations
Expert is a COO and CFO with a proven ability to successfully and creatively lead in normal and crisis situations. Experienced in developing innovative cross-border solutions involving all of the business and support areas of small, medium and large organizations.…
Governance, Risk and Compliance; Risk Management, Operational Risk
Seasoned Chief Risk Officer, trained in a Big 4 accountancy firm, offering an uncommon blend of creative, talented experience in enterprise governance, risk, and compliance management, in the financial sector, globally, together with proven ability to apply new ideas, resourcefulness,…
Expert in Corporate Strategy, Financial Services, Fintech and Digital Transformation
Expert is an industry expert in the private and commercial banking and payments industries with in-depth experience in Corporate Strategy and Planning, Competitive/Market Intelligence, Digital Transformation, Customer Relationship Management, Customer Experience, and Sales Effectiveness. He most recently was the Senior…
Wealth Management and Financial Advisory
Expert is a confident, determined, conscientious, and knowledgeable Chartered Management Accountant (ACMA), Chartered Extensive experience in the UK Regulated Financial Advice and Wealth Management market including Start-Up and New Firm Authorisation, Business Development and Management, and Transformation for Growth. Business…
Strategic Partnering, Supply Chain Alliances, Cross Border Alliances, Equity and Non Equity Alliances, Distribution, Licensing, Joint Ventures, Post Merger Integration
Expert is a seasoned Entrepreneurial Executive and an experienced public and private Corporate Board Director with general Management experience. She is Founder, Chair, and CEO of the non-profit public benefit corporation, a proprietary, metrics-driven, software-based, executive coaching & mentoring collaborative,…
Business Development, Strategy; International
Expert is an investor and advisor. He currently works with 4 startups: (1) Developing a mobility data marketplace, (2) An agtech and cUAS company using Lidar and ML for insect and drone identification, with a focus on greenhouses, vertical farms,…
Banking and Financial Institutions
Knowledgeable in all facets of banking; Lending, operations, regulatory, merger and acquisition, strategic planning, sales management. Commercial Banking • Executive Leadership • Negotiation Skills • Community Builder • Risk Management • Financial Management • Retail Banking • Operations Management Award-winning…
Credit Bureaus, Technology and Insurance
Expert in Credit Bureaus as a former Transunion senior leader through early 2020, an executive-level resource with 30 plus years of DevOps experience, customer experience, and service delivery.
Corporate Development and M&A Specializing in Healthcare/Medical Device
Expert is an experienced Corporate Development / Business Development professional with over a decade of experience in Healthcare Mergers and Acquisitions (M&A). He began his career in investment banking with Jefferies & Co. He developed a broad understanding of the…
FATCA, CRS, US Tax Withholding and Reporting (W-9/W-8/1099/1042-S), DAC, etc.
Tax transparency expert with 17+ years of experience. Focusing on interpretation, implementation, monitoring, and updates such as health checks, governance reviews, Internal Revenue Service (IRS) reconciliations, training, automation, root cause analysis, and more related to: - Foreign Account Tax Compliance…