Leading Experts on Financial & Business Services

Steven Alonso is the President and Co-Founder of Citon Group, a joint venture property and casualty insurance originator. Mr. Alonso continues to be active in the consumer financial services space as an investor and board member for various companies. He also continues to consult in the consumer and...

Todd Antonelli is the Founder of Antonelli & Company, a strategy, leadership, organizational and executive compensation business advisory firm. He has extensive experience consulting with top leadership teams on strategic business combinations and restructurings including complex mergers and acquisitions,...

Amanda Atkins is the CEO of Afinia Capital Group. Afinia is backed by Deutsche Bank, Eos and Atkins Capital and assists insurance companies release capital and streamline mature or discontinued liabilities. Concurrently, she is the CEO of Atkins Capital, a consulting firm which provides financial, strategic...

William Atwell is the Managing Director of Atwell Associates, an investment consulting firm. He has over 33 years of experience in the retail financial services industry. He was EVP and President of the Individual Investor Enterprise and Charles Schwab Bank at The Charles Schwab Corporation, having...

Rocky Atwood was a Senior Vice President and CTO for Amegy Bank, a commercial bank with $7.5 billion in assets from 1991–2006. Mr. Atwood was the manager of the technology strategy group and developed strategic plans for technology platforms at the enterprise and business unit level. He managed software...

Michael Auriemma is the President of Auriemma Consulting Group (ACG), where he oversees the delivery of excellence to all ACG clients. He offers clients experience in all the functional disciplines, from strategic planning and product development to contract negotiations. Prior to Auriemma Consulting,...

Rick Baldwin is the Chief Executive Officer of Excelsior Management Group, an equity mortgage banker based in Lake Oswego, OR. Most recently, he was the Director of Capital Markets at Meritage Mortgage, a wholesale sub-prime mortgage lender and subsidiary of Netbank. Mr. Baldwin has been in the sub-prime...

Andrew Barile is the President and Chief Executive Officer of Andrew Barile Consulting Corporation, an insurance and reinsurance consulting firm that services agencies, corporations, law firms, and insurance and reinsurance companies. Mr. Barile has built intricate knowledge of the insurance and reinsurance...

Ron Barton is an independent consultant in Global Human Resources, Human Resource Outsourcing, including HR BPO and PEOs, Compensation and Benefits and employee cost management. He was most recently a Senior Consultant at IPA and before that Watson Wyatt. He is experienced in mergers and acquisitions,...

James Bass is currently an independent consultant focusing on the non-prime auto finance industry. Until early 2007, he was a Consultant at InterActive Financial Marketing Group, an auto lending firm. He is also the former Chairman of the National Automotive Finance Association, the only trade association...

Mariano Bengoechea is the former Development Director for Citigroup and Head of the Financial Markets Development Unit; he left in 2006. In this capacity, he was involved in the modernisation and reform of financial systems, capital markets, and in the development of market infrastructures in over 50...

Renato Beninatto is a Principal at Common Sense Advisory, a research and consulting firm committed to improving the quality of international business and the efficiency of the online and offline operations that support it. He acts at the firm's Chief Operations Officer and also heads its consulting...

Gary Bennett is Chief Executive Officer and Managing Director of Max New York Life in India. Previously, he was President & CEO of New York Life Insurance Worldwide. An Asia life insurance veteran, before joining New York Life he was Managing Director, North Asia of Prudential Corporation Asia, PCA...

Michael Berman is the Assistant Vice President at Aon Consulting. He is an experienced group health actuary with over 10 years of broad insurance and consulting experience. Mr. Berman has extensive expertise in the areas of pharmacy, medical, and disability products. His consulting experience has been...

Mark Blundell is the founder and Managing Director of Sandy Lane Investments. From May 2004 until October 2006, he was director of Strategic Business Development at Tullett Liberty, where he was responsible for analysis of new product and business opportunities for the interdealer broker, including...

Geoffrey Bobroff is President at Bobroff Consulting, a Rhode Island-based mutual fund consultant and advisory firm. Mr. Bobroff has over 35 years of experience in the asset management business. Bobroff Consulting advises clients that offer packaged financial products such as mutual funds, variable insurance...

Titus Bocseri, was until Feb 2008, the Vice President in the Strategic Development and Mergers & Acquisitions Group at Willis. His responsibilities included working on deals - sourcing, preliminary review, due diligence, contract negotiations, execution - with the added task of being in charge of the...

Maureen Bolton is the Principal in Global Capital Access, an investment consultation firm specializing in developing securitization programs for domestic and international clients. She specializes in advising clients on creating funding programs for a wide variety of consumer assets, structuring efficient...

Daniel Buckle is the Principal of Employee Benefit Resources of South Texas, an employee benefit consulting firm, where he has worked since July 2004. He has over 22 years of experience in designing health, dental, life, accident and disability programs for employers of all sizes. As an independent...

James Butler is the Managing Director of Rigley Financial, LLC, and the Senior Partner for Rigley Capital, LLC, an Illinois-based origination and consulting firm specializing in providing advisory services to Municipal, Governmental-Issues, Consumer, Energy, Commercial, and Mortgage industry-related...