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Leading Experts on Financial & Business Services

Heather Peters
Senior Analyst
Javelin Strategy & Research Inc.

Heather Peters is a Senior Analyst at Javelin Strategy & Research, a California-based market research firm. She has over 10 years experience in the market research and financial services industry. Previously, Ms. Peters was a Market Research Officer at 1st United Service Credit Union, a California-based...

Jeanette Plowman, Independent Consultant, Jeanette Plowman Jeanette Plowman
Independent Consultant
Jeanette Plowman

Jeanette Plowman is currently an independent consultant specializing in HRO BPO outsourcing and Employee Benefits Administration outsourcing. She provides consulting services on competitive positioning in the outsourcing industry, outsourcing strategies, options assessment, and solution development...

Gregory Potts
Managing Director
Oak Street Advisors

Gregory Potts is currently owner of a consulting firm focused on the home warranty space. Prior to this he was until 2003 President and Chief Executive Officer of Aon Home Warranty Services, an Aon subsidiary which administers and markets home warranties for sellers and buyers through leading real estate...

Benjamin Prusky
CEO
Freedom Merchants

Benjamin Prusky is the Chief Executive Officer of Freedom Merchants Corp., a New York-based privately-held payment processing firm which he has led since 2004. He is an expert on all of the subtleties of the credit card merchant-account industry. Mr. Prusky is involved in re-selling all major POS products...

Richard Reinhardt, Vice President, F&H Solutions Group, LLCRichard Reinhardt
Vice President
F&H Solutions Group, LLC

Richard Reinhardt is the Vice President at F&H Solutions Group in Memphis, Tennessee, where he is responsible for improved performance and profits, aiding companies in remaining union free. In addition, his knowledge and experience in compensation matters has resulted in the development of numerous...

Sue Roberts
Independent Consultant
Sue Roberts

Sue Roberts is currently an independent consultant focusing on the student lending industry. She has over 19 years of senior management experience in student lending, and until May, 2007, she was the Chief Executive Officer of Student Capital Corporation, a subsidiary of College Loan Corporation. From...

Malcolm Robertson
Director of Research
Venture Business Research Ltd.

Malcolm Robertson is a Director of Research at Venture Business Research a leading global source of research and deal flow intelligence on venture capital and private equity funds and their investments, M&A and the public capital markets in the Clean Technologies and Renewable Energy sector. By focusing...

Peter Rogers
Chief Operating Officer
FrontPoint Security Solutions, LLC

Peter M. Rogers is the Chief Operating Officer at FrontPoint Security Solutions, the nationwide residential alarm services provider. Prior to this and until May 2007, Peter was a Managing Director with Peak Management Resources, a commercial and corporate security consulting firm. As a former consultant...

Douglas Rossbach, Partner, Rossbach ConsultingDouglas Rossbach
Partner
Rossbach Consulting

Douglas Rossbach is the Founding Partner of Rossbach Consulting, which advises investment management companies, loss mitigation companies and other participants of the residential mortgage and mortgage insurance industries, and is the CEO of Hillhouse S.A., a real estate holding company. Prior to founding...

Laurie Roth
Managing Associate
Auriemma Consulting Group, Inc.

Laurie Roth is a Managing Associate at Auriemma Consulting Group, a firm which offers advisory services to the financial services industry with particular focus on the payments and lending markets. She joined ACG in May 2007, bringing more than 20 years of retail private-label credit card experience...

Christopher Runci
Founder/ Principal
Runci Group

Chris Runci is the Principal of the Runci Group, an advisory, brokerage, and portfolio management firm servicing leading companies in the distressed consumer debt purchasing industry; he founded the firm in 2005. Mr. Runci advises clients such as international receivables management firms in transactions...

Marc Sacher
Managing Director
Auriemma Consulting Group, Inc.

Marc Sacher is a Managing Director at Auriemma Consulting Group, a consultancy specializing in the credit, debit, and private label card markets. Mr. Sacher has deep expertise in virtually all aspects of the credit card business, including finance, operations, co-branding, business development, consumer...

John Salomone
Managing Director
Structured Finance International, LLC

John Salomone is the Founder and Managing Director of Structured Finance International, Florida based boutique investment and merchant bank, specializing in all forms of asset and corporate finance, including equipment finance, trade and receivable finance, project finance, vendor finance and real estate...

Richard Salters
Consultant
Richard Salters

Mr. Richard Salters is currently an independent consultant based in the UK. Most recently, he was the Sales & Marketing Director at Audatex, a division of the $8 billion ADP corporation, providing web-based solutions to the Insurance and Automotive verticals. Concentrating on Motor Insurers and their...

Gregory Samp, Principal, Maximum Value GroupGregory Samp
Principal
Maximum Value Group

Gregory Samp retired from Lender Processing Services (LPS/FIS)and is currently serving as a Principal with a consulting firm, Maximum Value Group. He has spent thirty years overseeing virtually every Mortgage Banking operational function including loan production, servicing, secondary, risk management,...

Bilyana Savic, President, Insurance InsightsBilyana Savic
President
Insurance Insights

Bilyana Savic is the President of Insurance Insights. She is a consultant to insurance companies and insurance brokerage firms, specializing in the health insurance product categories of major medical, life, long term care, Medicare supplement, disability, accident and specified disease, but also with...

Robert Scherer
President
The Rockridge Group, Ltd

Robert Scherer is the President of The Rockridge Group, an Illinois-based consulting firm specializing in the title insurance space. The Rockridge Group also gathers financial information from title insurers and compiles industry market share and financial data for the American Land Title Association....

Benjamin Schmittzehe, Partner, Schmittzehe & PartnersBenjamin Schmittzehe
Partner
Schmittzehe & Partners

Benjamin Schmittzehe is the Chief Executive Officer of Schmittzehe & Partners, a China focused management consultancy offering China inbound and outbound business development and corporate finance M&A advisory services as well as execution, including interim management out of the Group’s offices in...

Mark Schwanhausser
Research Analyst
Javelin Strategy & Research Inc.

Mark Schwanhausser is currently a Research Analyst at Javelin Strategy & Research. He covers multichannel financial services, helping banks and credit unions understand how and why consumers manage, monitor and move their money via online and mobile banking. He offers keen insights into consumers, competitors...

Robert Schweitzer
EVP & COO
SHAY INVESTMENT SERVICES INC

Robert Schweitzer is President of Shay Investment Services, an institutional investment advisor to banks, insurance companies and pension funds. Prior to joining Shay, he was the Regional President of Northwest Savings Bank(Equinox Bank). He joined Equinox as CEO when it was facing regulator enforcement...


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