Top Financial Services Consultants in Greater New York City Area
Barry Kipnis
Senior Vice President
Greater New York City Area
Senior Vice President
Project Manager
Principal
Lead Business Consultant
Financial Services Consultant
Director, Business Operations Improvement Practice
Director, Business Operations Improvement Practice
Senior Manager
Chief Operating Officer
Senior Vice President & Director of Trust Operations
Vice President
Vice President
Section Manager, Corporate Actions
Vice President, Fixed Income Division
Assistant Vice President
Recommendations: 39
Risk Management
Banking
Fixed Income
Securities
Back Office
Capital Markets
Equities
Business Analysis
b****[email protected]
Matt Baltrus
Financial Services Consultant at Capco
Greater New York City Area
Financial Services Consultant at Capco
BSBA
Recommendations: 24
Process Improvement
Banking
Financial Analysis
Due Diligence
Risk Management
Financial Modeling
Management
Leadership
m****[email protected]
Michael Donnadio
Senior Consultant
Greater New York City Area
Senior Consultant
Project Manager and Implementation Manager Consultant
Project Manager Consultant
IT and PMO Project Manager
Project Manager Consultant
Project Manager and Financial Analyst Consultant
Project Manager and Metrics Team Lead Consultant
Project Coordinator Consultant
Project Coordinator and Client Financial Services Consultant
Capgemini University
International Institute of Learning
The George Washington University
Saint Peter's University
Recommendations: 3
PMO
Vendor Management
SDLC
MS Project
Cross-functional Team Leadership
Process Improvement
Management
Software Documentation
m****[email protected]
Christopher Muy
VP, Branch Manager
Greater New York City Area
VP, Branch Manager
Branch Manager
Branch Manager
Assistant Branch Manager
Management Trainee
Administrative Assistant
Financial Services Consultant
Baruch College, City University of New York (CUNY)
Baruch College, City University of New York (CUNY)
Recommendations: 2
Banking
Loans
Risk Management
Management
Financial Services
a****[email protected]
c****[email protected]
Cindra Maharaj
Financial Services Consultant
Greater New York City Area
Financial Services Consultant
Deal Structuring (Capital Management) Intern
Corporate Treasury
Cornell University - Johnson Graduate School of Management
Georgetown University - The McDonough School of Business
Sjc pos
Recommendations: 1
Enterprise Risk...
Financial Services
Liquidity Risk
Trading
Financial Modeling
Due Diligence
Structured Finance
Corporate Finance
c****[email protected]
Kelly Haskins
Director of Administration, Consumer Deposits & Investments
Greater New York City Area
Director of Administration, Consumer Deposits & Investments
Financial Services Consultant / Project Manager
Sr Project Manager
Senior Vice President, Technology, Operations, Marketing
Vice President, Product Management, Trust, Investments & Insurance
Assistant Vice President
Marketing Associate
Account Executive
The University of Connecticut School of Business
University of Connecticut
Recommendations: 1
Banking
Business Process Improvement
CRM
FINRA
Financial Services
Investments
Leadership
Management
c****[email protected]
Melina Lakkas
In-house CRA /Co-Monitor
Greater New York City Area
In-house CRA /Co-Monitor
Trial Management Administrator
Clinical Trial Coordinator/Consultant
Administrative Assistant/Consultant
Dept Coordinator
Financial Services Consultant
Outlet Bridging/Consultant
KRC International
Bergen Community College
Dover Business College
Fairleigh Dickinson University
Recommendations: 1
Clinical Trials
Pharmaceutical Industry
Clinical Development
CTMS
Clinical Research
Sop
Microsoft Office
Lotus Notes
m****[email protected]
David Cohen
Financial Services Consultant
Greater New York City Area
Financial Services Consultant
Consulting Professional: Risk Advisory Team
Vice President, Operational Risk Manager
VIce President, Senior Credit Approval Officer
VIce President, Custody Manager
Queens College
Queens College
Recommendations: 1
Financial Services
Financial Risk
Securities
Derivatives
Credit Risk
Mutual Funds
Portfolio Management
Equities
d****[email protected]
Ritish Thalla
Finance Manager
Greater New York City Area
Finance Manager
Head of Enterprise Applications
Director, Workday Systems
Senior Manager, Finance Systems
Manager
Financial Services Consultant
Director, Finance Systems
The University of Chicago
University of Illinois - Chicago
Recommendations: 0
Workday
Project Management
Program Management
Finance Transformation
Finance
Management Consulting
Financial Analysis
Financial Modeling
r****[email protected]
Luckens Damus
Resident Advisor
Greater New York City Area
Resident Advisor
KYC Analyst
Client Resolution/Trade Support
Global Client Services
Institutional Financial Consultant
Financial Services Consultant
Hartwick College
Institut catholique de Paris
Recommendations: 0
Microsoft Excel
LexisNexis
Creole
PowerPoint
Data Analysis
Microsoft Word
SPSS
Teamwork
d****[email protected]
David Burns, CFA
Wealth Management Advisor
Greater New York City Area
Wealth Management Advisor
Advisory Board
Treasurer, Board of Trustees
Graduate Coach
Financial Advisor
Senior Buy-Side Business Consultant
Senior Financial Services Consultant
Portfolio Manager
Head Trader / Principal
Siena College
Recommendations: 0
Philanthropy
Leadership Development
Public Speaking
Non-profits
d****[email protected]
Kenneth Lam
Vice President, Internal Auditor
Greater New York City Area
Vice President, Internal Auditor
Financial Services Consultant Manager
Binghamton University - School of Management
Recommendations: 0
Internal Audit
Sarbanes-Oxley Act
Internal Controls
Sarbanes-Oxley
Auditing
Enterprise Risk Management
IT Audit
Series 7
k****[email protected]
Josh Tambor
Financial Services Consultant
Greater New York City Area
Financial Services Consultant
Product Coordinator
Product Analyst
Summer Analyst
University of Miami
Recommendations: 0
Microsoft Office
Hard Worker
Team Leadership
Public Speaking
Spanish
English
Financial Analysis
Time Management
j****[email protected]
Christophe Alberto
Summer Associate
Greater New York City Area
Summer Associate
Financial Services Consultant
Financial Institutions Group Analyst (Middle East)
Debt Sales Intern, French desk
Dartmouth College - The Tuck School of Business at Dartmouth
Audencia Nantes Ecole de Management
The Ohio State University - The Max M. Fisher College of Business
Classe Preparatoire HEC (CPGE) - Paris
Recommendations: 0
Corporate Finance
Investment Banking
Financial Modeling
Valuation
High Yield
LBO
Financial Sponsors
Private Equity
c****[email protected]
Daniel Rivera
President, Owner
Greater New York City Area
President, Owner
Compliance Analyst
Financial Services Consultant
Advisory Intern
Senior Peer Advisor
CBS Intern
Securities Intern
Cornell University
Montville Township High School
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
Microsoft Word
Financial Modeling
Financial Services
Data Analysis
Securities
d****[email protected]
Sam Kestenbaum
Manager of Client Development
Greater New York City Area
Manager of Client Development
Co-Founder and Chief Market Strategist
Consultant
Financial Services Consultant
Institutional Portfolio Analyst
Portfolio Analyst
Lehigh University
Recommendations: 0
Hedge Funds
Asset Managment
Bloomberg
Investments
Portfolio Management
Private Equity
Mergers
Investment Management
s****[email protected]
Cindi Mitchell
Project Coordinator / Financial Analyst @ Merck
Greater New York City Area
Project Coordinator / Financial Analyst @ Merck
Financial Services Consultant
Financial Analyst
Global Program Coordinator
Project Coordinator / Financial Analyst @ Merck
Business Planning Analyst
Operations & Project Coordinator
Operations & Project Coordinator
Clinical Contract Coordinator @ Janssen Pharmaceuticals
Clinical Contract Coordinator @ Janssen Pharmaceuticals
Bloomfield College
Recommendations: 0
Microsoft Excel
Budgets
Microsoft Office
Microsoft Word
PowerPoint
Customer Service
English
Windows
c****[email protected]
Sandy Kaul
Partner, Head of Industry Strategy & Research
Greater New York City Area
Partner, Head of Industry Strategy & Research
Business Strategist - LabMorgan
Portfolio Manager
Financial Services Consultant
Financial Services Strategist
Futures Market Research Analyst
Program Manager - Private Bank
Global Head of Business Advisory Services
Colgate University
Recommendations: 0
s****[email protected]
Sabine Charles
Internal Audit Director (Chief Internal Auditor)
Greater New York City Area
Internal Audit Director (Chief Internal Auditor)
Internal Audit Director
Manager
Financial Services Consultant
Auditor
Assistant Manager
Queens College
Queens College
Baruch College, City University of New York (CUNY)
Recommendations: 0
Auditing
Internal Controls
Financial Reporting
Risk Management
Sarbanes-Oxley Act
Finance
Financial Risk
Risk Assessment
s****[email protected]
s****[email protected]
Nesrin Bravman
VP, Liquidity Risk Reporting Controller, Equities & Prime Services
Greater New York City Area
VP, Liquidity Risk Reporting Controller, Equities & Prime Services
VP, Program and Project Manager
Financial Services Consultant
Financial Analyst
Bursa Anadolu Lisesi
Fordham Gabelli School of Business
Istanbul Technical University
Recommendations: 0
n****[email protected]
Tim Slaughter
Senior Executive Recruiter
Greater New York City Area
Senior Executive Recruiter
Financial Services Consultant
Senior Vice President
Managing Director - Head of Global Fixed Income
Managing Director - Head of Fixed Income Distribution
Managing Director (PrinceRidge) / Partner (The Maxim Group)
Director, Senior Corporate Bond Trader
Director, Senior Corporate Bond Trader
Vice President, Corporate Bond Trader
New York University, Stern School of Business
Lake Forest College
The Lawrenceville School
Recommendations: 0
Fixed Income
Bonds
Emerging Markets
Electronic Trading
Trading
Bloomberg
Finance
Mergers & Acquisitions
t****[email protected]
Ed McNally
Financial Services Consultant
Greater New York City Area
Financial Services Consultant
Managing Director
Managing Director
Senior Vice President
Assistant Vice President, Relationship Manager
University of Pennsylvania, Wharton Evening School
Lafayette College
Red Hook, NY High School
Recommendations: 0
Managment Consulting
Mentoring
Coaching
Strategic Planning
Marketing Strategy
Market Research
Policy
Asset Based Lending
e****[email protected]
Janki Shah
Experienced Executive - Risk Management/Compliance/Regulatory
Greater New York City Area
Experienced Executive - Risk Management/Compliance/Regulatory
Senior Project and Business Manager
Marketing Strategy - Customer Complaints Analysis
Compliance - Regulatory - Exam Management and Process Optimization
Experienced Risk Management/Financial Services Consultant
Compliance - Regulatory Issue Resolution
Payments Compliance Lead
Accounting and Shared Services Consultant
Management Consulting- Experienced Finance & Performance Management Practitioner
Process Architecture Consultant
NYU Marketing Lead
Fordham University School of Law
New York University
NBTHS
Recommendations: 0
Management Consulting
Risk Management
Financial Services
Management
Operational Risk...
Performance Management
Business Transformation
Analysis
j****[email protected]
Steve Urcia
Financial Services Consultant
Greater New York City Area
Financial Services Consultant
Managing Director/Principal
MD/P Compliance/ NY PCS
Recommendations: 0
Securities
Series 7
Prime Brokerage
Equities
Hedge Funds
Mutual Funds
Fixed Income
Investments
s****[email protected]
Anabelle Roman
Vice President
Greater New York City Area
Vice President
Licensed Real Estate Salesperson
Financial Services Consultant
Pace University
Recommendations: 0
Real Estate
Short Sales
Residential Homes
Marketing
Sales
First Time Home Buyers
Investment Properties
Sellers
r****[email protected]
