FORWARD-THINKING
FINTECH SOLUTIONS
Bridging traditional banking expertise with cutting-edge technology
CURRICULUM VITAE
Feeling overwhelmed by AI and the rapid pace of financial technology? You're not alone. Many founders and CEOs struggle to adapt while staying compliant and profitable. I help turn that uncertainty into opportunity - transforming risk into growth and innovation.
EXPERIENCE & CREDENTIALS:
With over 20 years of experience in fintech and risk management, and as a CFA Charterholder and former OCC Examiner, I've guided executives nationwide through complex regulatory and operational challenges to scale their businesses 10x with confidence.
WHAT I BELIEVE:
My mission is to simplify technology-driven risk management - making advanced systems understandable, actionable, and profitable. I don't just analyze numbers; I empower leaders with clarity, strategy, and tools to make more profitable and smarter financial decisions.
Frequently Asked Questions
Do you require a long-term contract for your services?
No, long-term contracts are not a requirement. I offer flexible arrangements tailored to your specific needs.
What is the first step to engage your services?
The initial step is a complimentary 20-minute consultation. During this time, we'll discuss your objectives and how I can assist you in achieving them.
What are your fees?
My pricing structure is competitive and designed to deliver substantial value. Keep in mind that streamlining complex processes saves you more than it costs.
How will we maintain communication?
I am flexible with either meeting in-person or video conferencing for efficient and clear communication. You'll receive regular updates to keep you fully informed.
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Fintech Flash Report
CONTACT ME
NewsLETTER
You’re Going to Get Punched in the Face
In business and risk management, disruption is inevitable. After 20+ years in fintech and banking, I outline why flexible risk frameworks—built on agility, communication, and continuous learning—are essential to surviving...
You’re Going to Get Punched in the Face
You’re Going to Get Punched in the Face
TO GET STARTED, SCHEDULE YOUR COMPLIMENTARY CONSULTATION TODAY!
