Leading Experts on Financial & Business Services
Tom DaileyFounder
Tom Dailey Consulting
Tom Dailey is the Founder of Tom Dailey Consulting. He is a former management committee executive at Discover and senior vice president, head of Discover's merchant network and Discover's bankcard business, which included Mastercard and Visa processing. Following 22 years at the company, he most recently...
Consultant
Ronald Daly
Ronald E. Daly is an Independent Consultant with over 40 years of experience in the commercial printing industry. Previously, he worked with private equity firms evaluating acquisitions of printing companies. Mr. Daly was Chief Executive Officer of Oce USA Holdings, Inc., until 2004, a supplier of digital...
President and CEO
Hilb Rogal and Hobbs of Washington
Joseph Delaney is a President at Hilb Rogal and Hobbs of Metropolitan Washington, a brokerage which places general and specialty insurance (including property/casualty, aviation, and employee benefits) with major underwriters on behalf of its targeted clients (middle-market businesses), as well as individuals...
Andrew DicksonFormerManaging Director
Commercial Capital Inc.
Andrew Dickson was the Senior Vice President and Managing Director, Capital Markets, of Commercial Capital (CCI), a Private Money Lender in commercial real estate. He serves as Equity and Controlling Trustee for Aircraft Finance Trust, a securitization of leased commercial aircraft. Prior to CCI,...
Vice President
Alliant Emerging Markets
Conal B. Duffy is a Vice President at Alliant Emerging Markets, a leading insurance brokerage and risk advisory firm owned by the Blackstone Group of Companies. He has over 20 years experience in international project finance and development. Mr. Duffy has worked for several US Government foreign assistance...
Pankaj DuttChief Executive Officer
Pantheon Advisory
Pankaj Dutt is a CEO of Pantheon Advisory an India-based consulting firm providing complete outsourcing & corporate advisory services including M&A and HR. Prior to founding Pantheon, he was the Vice President of Outsourcing Enablement Solutions for Trinity Partners, a US based outsourcing company serving...
Vice President
F&H Solutions Group, LLC
Ken Dzierzawiec is Vice President of F&H Solutions Group LLC in New York City. As President/CEO and Senior Consultant of an innovative consulting group, he took the company from start-up mode to an operation with $2 million in annual revenues by providing high-end, outsource human resources consulting...
Matthew EatonPresident
MDE Partners
Matthew Eaton is the President of MDE Partners, an independent business process and HR consulting firm. Mr. Eaton has served as Sales and Market Manager for Colorado at Gevity HR Inc (GVHR), a leader in the global PEO and HRO arenas. Prior to Gevity, Mr. Eaton was Vice President of National Accounts...
Emilian ElefteratosVice President - Sales, Americas
SCM MICROSYSTEMS
Emilian Elefteratos is currently the Vice President, Americas for SCM Microsystems. The company develops markets and sells the industry’s broadest range of smart card readers for secure PC, network, physical access and digital media readers. Emilian is the former General Manager and Vice President,...
Louise EpsteinPresident
Charge-Off Clearinghouse
Louise Epstein is the President of Charge-Off Clearinghouse. She has over 20 years of experience in the debt business, including executive-level structuring, issuing, managing and selling. Ms. Epstein is responsible for all activities related to the acquisition and sale of charged-off consumer debt....
Managing Associate
Auriemma Consulting Group Inc
Ed Falco is currently a Managing Associate with Auriemma Consulting Group. Mr. Falco has extensive experience in the card industry and has experience ranging from complex product configuration problems to TSYS and FDR platform support to portfolio migration between banks to traditional operations problems....
VP Product Management
4Access Communications
Jeff Feldman is the Vice President and World-wide Product Manager at 4Access Communications, a POS terminal manufacturer. He has over 17 years of experience in the payments industry; in all facets of payment processing including POS hardware and software, integrated solutions, back office processing...
Jerome FonsPrincipal
Fons Risk Solutions
Jerome Fons is the Principal of Fons Risk Solutions. He provides advisory in the areas of measuring and pricing credit risk, developing statistical credit risk models, and Basel II implementation. Mr. Fons also advises asset managers on investment strategies with respect to rating agencies. Prior to...
Daniel ForkellIndependent Consultant
Financial Consulting International
Dan Forkell is an independent consultant with Financial Consulting International, a strategic advisory firm specializing in the money transfer industry and international mergers and & acquisitions. Mr. Forkell was previously the Vice President of Mergers and Acquisitions for Western Union International...
Product Development
Transactis, Inc.
Eric Fox, PhD, is currently the VP of Product Development at Transactis, a security and bill pay & presentment company. Mr. Fox leads Transactis' new business development efforts in financial services and telecommunications. From 1999 until 2006, Mr. Fox was with Capital One Financial Corporation,...
Barbara FraserFormerSVP, Global Brand Strategy
American Express Company
Barbara Fraser was Senior Vice President, Global Brand Strategy for American Express; she was one of the company's top 50 executives until her retirement in August 2006. During her five years at American Express, Ms. Fraser also served as Executive Vice President, Products and Chief Marketing Officer...
Michael GanttFormerGroup President, Insurance
Fiserv, Inc.
Michael Gantt, was until July 2007, the Group President, Insurance Solutions at Fiserv. The division offers technology, professional services, and outsourcing solutions such as insurance policy and claims administration, underwriting, rating, advanced billing and collections, point-of-sale technology...
Principal Consultant
Garrett, Watts & Co
Joe Garrett is the Principal of Garrett, Watts & Company, a San Francisco-based advisory firm offering mortgage banking consulting to banks, warehouse lenders, thrifts and mortgage companies. Mr. Garrett served as CEO and President of Sequoia National Bank and as Chairman, President and CEO of American...
Principal
ETF Consultants LLC
Gary Gastineau is the Principal of ETF Consultants, a New Jersey-based investment and asset management consulting firm providing specialized exchange-traded fund consulting services to ETF issuers, exchanges and other markets, market makers, research organizations and investors. He is also a co-founder...
Principal
National Consulting Services, LLC
Jim Gathard, was until May 2008, a student lending executive at Bank of America, where he represented the product internally to consumer products groups and externally to key financing partners. Prior to Bank of America, he was a VP and Strategic Planning Executive for JPMorgan Chase Education Finance....
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