About

A team of highly experienced bankers providing consulting services to financial institutions in technology, front and back-office operations, financial management, and business strategy. We provide business performance assessment and design, technology and operational assessment and planning, and project consulting services within the regulatory and risk parameters of a financial institution to get things done in a cost-effective manner. Our bank client-base and careers span four decades. We are an east-coast based practice with a full-time commitment to our national industry, developing the next generation of talented bankers, and helping community-based financial institutions survive and thrive.

Strategic, Technology and Operational Consulting