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financial service






Financial Service Experts

The following experts are available as financial service consultants and financial service expert witnesses.  ORC experts are peer-recommended authorities who have been carefully selected and rigorously screened.
    Definition:  Financial Service - Services provided by the finance industry, including banks, credit card companies, insurance companies, consumer finance companies, stock brokerages, investment funds and some government sponsored enterprises.

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Join our distinguished experts for financial service jobs, projects and consulting opportunities.

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Financial Service Experts
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Expert in Wealth Management, Asset Management, Retirement Plan Design, FinTech, Investment Management
Expert is a financial services industry professional and consultant with 25 years of experience at some of the top financial services firms, Series 7 recognized by FINRA, and CRPC licensed. Throughout his financial career, he has consistently built ... See full profile

New York (NY), USA

Expert in Business Process Outsourcing, Technology and Sales, and Business Development
Expert is an experienced, consultative, and creative leader. He specializes in maximizing satisfaction for clients and owners alike, consistently doing so with a high level of personal integrity. He earned his MBA in Management Consulting in London, which ... See full profile

DELHI, India

Expert in Banking Lender Liability, Banking Standards of Practice & Conduct, Bank Regulations and Banking Law
Expert is a native of New Jersey. After graduating with a B. A. degree in Economics and Business Administration from Rutgers University, Expert attended the Bernard M. Baruch School of C.U.N.Y., majoring in Finance and Investments. See full profile

California (CA), USA

Expert in Financial Management, Business Processes, Innovative Problem Solving, Bank relationships
Expert has worked within the financial services industry for over 20 years, covering a variety of roles within financial management up to the level of Finance Director and most recently interim Chief Financial officer for one of the largest industry wide ... See full profile

Suffolk, United Kingdom

Expert in Healthcare and Healthcare Strategy: Advanced Analytics, Process Optimization and Operations, Business Intelligence, Product Development, Sales and Marketing
Expert has 7+ years' experience as a senior executive or consultant in the health care field with deep knowledge across a range of products, functions, and solution providers. These include: Products: Medicare, Medicaid, Commercial (national, middle ... See full profile

Pennsylvania (PA), USA

Expert in Convenience Store Industry, Gift Card Industry, Automotive Industry, Rent-A-Car Industry
Expert has extensive experience in the Convenience Store Industry, the Incentive Marketing Industry, and the Automotive Industry - including Rental cars. He has consulted on many topics involving beer, beverages, bottled water, soft drinks, energy drinks, ... See full profile

Illinois (IL), USA

Expert in Market Entry and Emerging Markets CEE
Expert has 40 years of executive and marketing management experience in financial services, the securities industry, and insurance and consumer products. He also served as the Chief Deputy Insurance Commissioner for the State of California. Mr. See full profile

Connecticut (CT), USA

Expert in Supply Chain, Strategic Sourcing, and Procurement
Expert has held many Director level positions involving Procurement, Supply Chain, and Strategic Sourcing positions. His expertise resides within the Indirect Sourcing space which includes negotiations, global processes, global procurement, strategic ... See full profile

Pennsylvania (PA), USA

Expert in Accountancy and Financial Services Dispute Resolution
With 20 years experience in dispute resolution, Expert is able to offer arbitration, expert determination, mediation and expert witness services based on over 35 years expertise and experience in the financial management and control of small to ... See full profile

United Kingdom

Expert in United Kingdom Financial Services Regulation and Compliance
Expert has worked in the financial services sector (investment, pensions, life assurance, mortgages, mutual funds, securities etc.) for more than 40 years. He has been a director (or equivalent) of every organisation he has worked for since the age ... See full profile

United Kingdom

Expert in Mortgage (Alt-A, Wholesale, Correspondent) & Credit Card Operations in U.S. & China, Finance, etc.
Expert has 14 years of strategic management consulting experience. Previously, Expert was a Principal at top strategy consulting firm, Monitor Group (Michael Porter's firm), and a senior manager at top 5 strategic consulting firm A.T. Kearney. See full profile

California (CA), USA

Expert in Financial Services, Retail Financial Services and Payments
Expert is a seasoned senior executive with extensive payments and financial services experience. He has experience with the new products and technologies that are changing the financial services industry, an excellent grasp of business strategy, with ... See full profile

Illinois (IL), USA

Expert in Banking, Financial Services, and Management Consulting
Throughout his 26+ career, Expert has been a game-changer in the companies he has served. He thrives best in situations demanding immediate impact. Whatever the industry, Expert has been able to quickly and effectively increase revenue and profits, lower ... See full profile

District of Columbia (DC), USA

Expert in Financial Technology, Market Surveillance, Regulatory Systems
He is currently an expert witness in a case involving high-frequency trading and the improper handling of orders on the leading option exchanges. The case requires expertise in market surveillance and regulatory technology associated with order audit ... See full profile

New York (NY), USA

Expert in International Dispute Resolution, Banking, NGOs. Swiss-Based British Forensic Accountant
Expert is a Welsh Chartered accountant who has been in practice since 1989; originally in Great Britain and now in Switzerland. He has strong experience in forensic accounting and dispute resolution in many, diverse contexts. See full profile


Expert in Banking, Note Valuations, Promissory Note Valuations, Mergers & Acquisitions, Strategic Planning.
Expert has a B.S. Degree in Accounting from Brigham Young University, Provo, Utah; a certificate of graduation from Stonier Graduate School of Banking at Rutgers University, Rutgers, New Jersey; and other professional credentials to include past ... See full profile

Colorado (CO), USA

Expert in Credit Card, Debit Card, Prepaid Card, Wireless Payment, Mobile Banking Payment Platforms, ACH
Expert's Summary Top IBM Field Marketing Executive Br. Mgr. ERP office - Chicago. IBM Banking Office San Francisco- # 1 Branch Manager US; 250 FTE/75 Marketing Founder Exec. Officer team - First Data Corporation; EVP/CMO - Worldwide Marketing/Sales; ... See full profile

California (CA), USA

Expert in Career Employment and Remuneration
Since joining an independent Human Resources Consultancy in 2003, Expert has carried out a wide range of HR consulting activities within Financial Services and various other industries. These include projects undertaken in Asset Management, Investment ... See full profile

United Kingdom

Expert in Banking, Financial Services
He has approximately 9 years of hands on experience with virtually all of the collection, disbursement and information reporting services. He managed wholesale lockbox and designed, developed and implemented retail lockbox and funds concentration at a ... See full profile

Georgia (GA), USA

Expert in Consumer Insights
Expert has 12 years of experience with market research in a wide variety of challenging settings, with a focus on maximizing the impact of insights gained. Work experience includes: * Consumer Insights expert for leading management consulting firm, ... See full profile


Expert in Patents, Copyrights and Intellectual Property, Technology, Financial Services, Health Care
In 30 years of application development and support Expert has worked on a wide range of local, wide area and global networking projects. This has required a high degree of expertize in technologies created around TCP IP. The software has supported a ... See full profile

New York (NY), USA

Expert in Mobile Services, Financial Services, Mobile Marketing, CRM, ERP, BI, SaaS, BPO
Expert is an information technology executive with international experience from top global IT companies. Expert is an experienced pioneer in bringing new technologies and solutions to the market successfully and particular experienced ... See full profile

Copenhagen, Denmark

Expert in Retail Products, Luxury Goods, Corporate Communications, Valuation, Finance, Start Ups, E-commerce
Expert has focused on valuation, including all of its methods and the sub-sections that are under debate, for several years and has worked on in-depth projects regarding solvency, financial service firms, and intangible goods. She also has experience with ... See full profile

New York (NY), USA

Expert in Systems and Processes in Clinical & Regulatory in Pharmaceutical, Healthcare and Health Insurance
Accounting ethics | Expert is a CPA, member of AICPA and NYSSCPA. Expert has global experience with pharmaceuticals, focused on corporate integrity agreements and Physician Payment Sunshine Act, interacting with finance, audit, clinical and regulatory ... See full profile

New Jersey (NJ), USA

Expert in Communication-Neuroscience & Creativity-Legal/Corporate/Manufacturing
20 Years of Communication Expertise & Experience Expert has a reputation for being able to handle rapid turnarounds and tight deadlines. She also has a proven ability to build consensus among strong egos, diverse talents and conflicting views to ... See full profile

Connecticut (CT), USA

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