Professional summary

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 – retail lending, fair lending & CRA compliance, project management, small business banking product development, and data analysis.


Engagement overview

Scope, duration, and cost of an engagement are dependent upon the goals and objectives of the specific project; outlined in preliminary project proposal subject to discussions with client.


Client references available upon request.

Case Studies

A regional bank was in need of a comprehensive process to capture and analyze information necessary to pro-actively measure fair lending risk... Read more

A national residential mortgage company was using a manually intensive system to pay mortgage representatives that needed to be replaced... Read more

Consumer Bank Risk Management department in need of a management tool to pro-actively assess and manage risk across consumer products housed in different systems... Read more

A regional bank specializing in consumer banking wanted to evaluate the opportunity of profitably entering the small business market and then develop a plan to introduce small business products and services... Read more