Experts in Financial Services

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

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

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

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

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

I've been in the convenience store industry for over 35 years and the financial services industry for over 20 years. I take projects ranging from trends and opinions in these industries, to contract review and sourcing. I can also serve as an interim CEO or in another senior management role while searches are completed. I have thousands of contacts in these industries that allow me to solve problems by finding trust worthy partners and/or colleagues to assist in almost any business issue and/or initiative. We also manage retail locations under contract when there are takeovers,... Read more

President and Founder of Argus Solutions, LLC, a boutique consulting firm partnering with large and global financial services institutions and payments and technology start ups since 2012. 20 years as an executive in American Express with roles including CFO - Brazil, President Banco American Express, President American Express Brazil, VP and head of Finance Latin American, CFO Global Commercial Payments, CFO Global Technologies, SVP Global Business Services and SVP and Head of Global Business Transformation. Expertise in Card and Payments businesses, financial management, risk... Read more