Investment Banking experts in Financial Services 7 experts

Mark Bolton

Mark Bolton

Tampa, FL | President at Transform Consulting Inc

Executive Leader: Banking Strategy & Change I am a senior leader in major, global business change programs within the banking industry. I also have Chief Operating Officer experience in a number of entrepreneurial situations.  Visionary leader with proven ability in delivering challenging, complex, global business change programs  Credible, C-suite experience and ‘trusted advisor’ status in multiple engagements  Transaction Banking and ‘Big 4’ consulting leadership in Europe, Americas and Asia-Pacific  Regulatory Business Change in Banking (EMIR, MIFID, AML, FATCA,... Read more

David Dybdahl

David Dybdahl

Middleton, WI | Insurance Broker, Expert Witness, Educator, Author, Senior Consultant for Hanover Stone Partners

A licensed excess and surplus lines insurance broker, consultant and expert witness. In his thirty year career specializing in environmental insurance he has: • Placed and serviced thousands of environmental insurance policies • Trained and managed hundreds of insurance brokers • Taught environmental risk management insurance classes at the University of Wisconsin-Madison School of Business for thirty one consecutive years. He has successfully placed insurance programs on many of the world’s toughest environmental risks including insuring the containment operations at Chernobyl for... Read more

Mike Walrod

Mike Walrod

Leawood, KS | Fractional COO | Business Coach | Consultant | Operations Executive

Mike Walrod is a strategic executive leader with 25 years of experience, catalyzing organizational success through optimizing effectiveness and empowering teams. He possesses an extensive track record of increasing market share, dramatically accelerating profitability, and expanding brand awareness. Walrod currently serves as the principal for Incite Business in Leawood, KS. Within his role, Mike focuses on assisting clients to overcome critical market disruptions to regain positive growth. By executing in-depth analyses of the organization, consumers and evolving industry data, he is... Read more

Mike Emry

Mike Emry

Clayton, CA | Principal Agile Consultant at Aurora Agility LLC

Early adopter with Agile frameworks. Experience with Scrum since 2002. Experience with Kanban and Lean, successfully introducing agile frameworks into a previously traditional project management let organization. Past work as Scrum Master, Agile Coach, and agile transformation lead in a Financial Services organization. Introduced internal company agile conference that has grown to an annual event attended by multiple offices across the country with sessions provided by internationally known agile experts. Agile certifications by multiple certifying organizations (Scrum Alliance,... Read more

Jeremy Robinson

Jeremy Robinson

New York, NY | CEO Coach Robinson

Jeremy Robinson’s business career has been the result of the mix of disciplines of writing, psychotherapy and management consulting. He coaches C-level executives, Managing Directors, Senior VPs, VPs, Executive Directors and high potential employees in a wide range of industries including financial services, pharmaceuticals, professional services, media/publishing, high-tech/telecom and transportation. Jeremy is often chosen to coach highly-valued, high IQ executives on their self-management, leadership and emotional intelligence skills. These assignments usually result in clients... Read more

Charles Schoenkin

Charles Schoenkin

Lincoln, NE | Process improvement, risk management, compliance, and data analysis subject matter expert for the financial services industry.

Seasoned professional with more than 30 years of experience and substantial knowledge of the financial services industry. Experience highlighted by rapid increase in responsibility and rank in large national banks including Vice President at Chemical Bank (now JPMorgan Chase) and Director at Robert Morris Associates, and over 20 years of experience as a consultant providing subject matter expertise to numerous banks and institutions of varying size and market focus. Specializes in consumer and small business banking. Expertise in process improvement, strategic marketing, risk management... Read more

David Perkins

David Perkins

Tulsa, OK | Consult on the Purchase, Sale and Valuation of Small and Mid-Size Companies

David Perkins is an expert on the purchase, sale and valuation of companies. His primary work and focus is, and has been, companies valued between $1 million and $100 million. His passion is helping people and organizations make orderly and informed business purchase and sale transactions. For his business seller clients, Perkins deploys a proven, proprietary process that garners a guaranteed confidential closing for top dollar. Buyers hire Perkins to assist with valuing, vetting, negotiating, structuring and closing smart deals. Since founding his firm -- Acquisition Advisors -- in... Read more