With nearly 20 years of experience as a Strategic Data Consultant, I specialize in delivering transformative data solutions across diverse industries, including financial services, public sector organizations, and cutting-edge technology firms. My expertise spans data governance, cloud transformations, machine learning, scalable architectures, and data visualization—helping businesses unlock actionable insights and achieve measurable outcomes.
I thrive on solving complex data challenges, whether building enterprise-grade solutions, streamlining processes with advanced tools like Azure, Databricks, and Snowflake, or leading cross-functional global teams. My projects have ranged from architecting cloud-based data platforms to implementing real-time reporting systems, enabling clients to stay ahead in a rapidly evolving landscape.
Highlights of my career include developing scalable data architectures, designing automation-driven workflows, and creating Power BI dashboards to visualize performance metrics effectively. I bring a hands-on approach to every engagement, leveraging advanced technologies like Snowflake Cortex, Python, and Power BI, and implementing innovative solutions such as natural language chatbots for enterprise data.
Recognized for my problem-solving acumen, I have consistently delivered high-impact projects, including multi-million-dollar data transformations and modernizing legacy systems to drive operational efficiency and compliance. My technical proficiency is complemented by a deep understanding of financial data, risk modeling, and regulatory frameworks.
Whether you need to streamline your data pipelines, implement secure data architectures, or unlock the potential of your business through advanced analytics, I bring a commitment to excellence, innovation, and delivering value-driven outcomes.
Let’s collaborate to bring your vision to life with tailored solutions that drive growth and success.More...
K Bashir
Treasury and Risk specialist@Financial Services
Verified
Experienced Treasury and Risk professional with deep knowledge and expertise in liquidity & funding risk, capital risk, stress testing and asset & liability management.
I have hands-on experience of building risk models, frameworks as well as designing and execution of stress tests and delivering prudential risk assessments.
I led large, cross-functional teams to successfully deliver high-priority, strategic as well as regulatory change projects, working closely with senior stakeholders across Front Office, Finance, Risk, Technology and Operations.
I bring an entrepreneurial and results oriented approach to help solve complex business problems in a commercially viable manner.More...
Priyakant Charokar
Architect@Financial Services
Verified
Hi, I’m Priyakant — a seasoned tech leader with deep expertise in enterprise architecture, cloud modernization, data engineering, and AI/ML integration. I’ve led large-scale digital transformation programs across BFSI, retail, and healthcare, managing teams of 90+ and driving measurable business outcomes.
I’m currently open to freelance, advisory, or part-time consulting roles where I can help startups or enterprises build scalable tech strategies, optimize cloud cost through FinOps, modernize legacy systems, or explore real-world Generative AI applications.
Let’s collaborate to turn complex challenges into practical, high-impact solutions.More...
Dominique Saxelby
Group HR Director@Financial Services
Verified
Dominique Saxelby is the Group HR Director at Financial Services, where she spearheads innovative talent management strategies across global operations. With over 15 years of experience in human resources, Dominique has a proven track record of driving organizational transformation and fostering inclusive workplace cultures. Her visionary leadership has been instrumental in reducing employee turnover by 20% and enhancing leadership development programs. Dominique holds an MBA from the London School of Economics and is a sought-after speaker on the future of work and diversity in the financial sector.More...
Lisa Mirabile
Sr. Human Resources Business Partner@Financial Services
Verified
Lisa Mirabile is a seasoned human resources professional with extensive experience in the financial services sector. She currently holds the position of Senior Human Resources Business Partner at a leading financial services company. Throughout her career, Lisa has demonstrated a profound ability to align HR strategy with business goals, leading to improved organizational performance. She possesses expertise in areas such as talent management, employee relations, performance management, and HR policies implementation. Lisa's leadership and strategic planning skills have consistently proven instrumental in fostering positive work environments and promoting employee engagement. Her dedication to human resources management is evident in her proactive approach to problem-solving and commitment to fostering employee development.More...
Leslie Mcgarrah
Digital producer@Financial Services
Verified
Alo Hickey
Headhunter@Financial Services
Verified
I am currently a headhunter and market advisor specialising in Cross-Asset Quantitative Investment Strategies (QIS) and Equity Derivatives across EMEA and North America.
Prior to my current role I spent 4 years working as an assistant, providing executive support, and project management to Snr MDs at a leading PE fund. My experience there spanned talent acquisition, event execution, and global stakeholder coordination.
I graduated in 2017 with a BA in History and American Studies from a Russell Group university and have international academic experience in the US and Germany.
Along side this I worked as a model and content creator.More...
Thanya De Carvalho
Head of Marketing@Financial Services
Verified
Thanya De Carvalho is the Head of Marketing at Financial Services, where she leads a dynamic team in crafting innovative strategies that drive growth and adviser engagement. With over a decade of experience in the financial sector, Thanya has a proven track record of launching successful campaigns that resonate with diverse audiences. She holds various qualifications from the University of Pretoria and Free State. Outside of work, Thanya enjoys hiking, exploring various culinary experiences and loves travelling with her family.More...
Maria Brito
Agile Coach & Head of Business Agility@Financial Services
Verified
Maria Brito is a dynamic Agile Coach and the Head of Business Agility at Financial Services, where she spearheads transformative initiatives to enhance organizational efficiency and innovation. With over 15 years of experience in agile methodologies, Maria has successfully led cross-functional teams to achieve a 30% increase in project delivery speed. Her strategic vision and collaborative approach have been instrumental in cultivating a culture of continuous improvement and adaptability. Maria holds a Master’s degree in Business Administration and is renowned for her ability to align agile practices with business objectives, driving sustainable growth and competitive advantage.More...
Janice Rocha
Microsegmentation Engineer@Financial Services
Verified
Yev Shmidt
VP Credit implementation@Financial Services
Verified
Accomplished team leader with expertise in driving profitability, efficiency, and user experience through data strategy and technology solutions. Strong track record of influencing senior leaders, solving complex problems, leveraging lean, AI, and Agile methodology, redesigning processes, leading change management initiatives, and fostering practical innovation. Approaches user experience application and customer journey mapping with Design Thinking methodology and empathy for internal and external stakeholders. Communicates and collaborates across organizational levels to meet business challenges and exceed expectations.
Industry experience includes Fintech, Real Estate, Telecom, and Utilities, as well as the international business sector,
with language fluency in Russian and English.More...
Candy Weiss is a seasoned Project Manager / IT professional at Financial Services, where she leads cross-functional teams to deliver innovative financial solutions. With over a decade of experience in the industry, Candy has a proven track record of driving efficiency and enhancing client satisfaction through strategic project execution. Her expertise in agile methodologies has been instrumental in the successful launch of multiple high-impact initiatives.More...
Deseré Myburgh (Bossé)
Test Analyst@Financial Services
Verified
Deseré Myburgh (Bossé) is a seasoned Test Analyst currently working in the Financial Services industry. She is known for her analytical skills and diligent approach to problem-solving. Before stepping into her current role, Deseré earned valuable experience in the IT sector, which has substantially contributed to her knowledge of system analysis and quality assurance. With a strong understanding of both business needs and technical requirements, she has proven her ability to develop and implement effective testing strategies. Deseré's commitment to excellence and continuous improvement has made her a respected figure in her field. Her career is marked by her dedication to ensuring the quality and reliability of software systems in the financial services industry.More...
own entrepreneurship, in addition to currently working in a financial companyMore...
Brittany Greene
Program Manager@Financial Services
Verified
I have successfully led and implemented multiple financial programs, resulting in increased efficiency, improved customer satisfaction, and increased profitability. I've also streamlined processes, reduced costs, and improved customer satisfaction. I have a track record of successfully managing large teams and maintaining excellent relationships with clients. I've also been recognized for my strategic planning and problem-solving skills.More...
Catherine Moynihan
Head of Brand / Marketing / Communications@Financial Services
Verified
With over 15 years of experience as a Senior Leader /Executive, and Head of Brand, Full-Stack Marketing & Communications, Product & Propositions leader I bring a proven ability to shape and execute strategies that deliver meaningful customer experiences and drive sustainable growth. My expertise lies in crafting innovative, insight-led marketing, brand, and communication strategies that resonate across channels, leveraging both digital and traditional platforms.
I’m passionate about turning vision into action. With a hands-on approach, I blend strategic planning with tactical execution to bring brands to life and foster customer loyalty. From startups and challenger brands to global institutions, my career spans diverse sectors including financial services, wealth management, insurance, energy, and retail, with a deep understanding of the unique needs of B2C, B2B, and intermediary channels.
Core Expertise:
Full P&L accountability and business unit management
Channel management and proposition design
Strategic marketing planning and go-to-market execution
Paid digital strategy, CRM, CVM, and retention strategies
Regulatory, compliance, and supplier managementMore...
Kate C
Project and Operations Manager@Financial Services
Verified
As a former Project and Operations Manager, Kate C is experienced with overseeing the implementation of strategic projects and managing day-to-day operations to ensure a firm meets regulatory obligations as well as supports business growth, changing client needs and new technology advancements.
Skills and deliverables include
- communication and marketing
- cost management,
- risk mitigation, and
- maintaining customer satisfaction.
Focus areas and strengths include
- improving operational efficiency,
- implementing cost-saving measures,
- enhancing customer experience.
- leading the adoption of new technologies to streamline processes and improve service delivery.
Additional leadership experience:
- fostering a culture of innovation and collaboration within the team to drive continuous improvement and achieve the company's objectives
- championing Diversity, Equity and Inclusion (DEI) initiatives and facilitating education and training across APAC regional officesMore...
With almost 10 years of experience in project management, innovation, and technology, I am passionate about driving digital transformation and optimization projects for leading financial institutions and consulting firms.
I work with cross-functional teams to design and implement alternative solutions for complex business challenges, using process mapping and improvement techniques, applying when possible blockchain technology, and agile methodologies.
I am fluent in French and English, and have a strong iMore...
Brenda Porter
PMO LEAD@Financial Services
Verified
14 years experience of Project / Programme Management OfficeMore...
Louise Walsh
Senior HRBP@Financial Services
Verified
Venugopal Vinjamuri
Assistant Vice President@Financial Services
Verified
Nusrat Ahmed
Generalist Marketer@Financial Services
Verified
Versatile Marketing Manager and performance booster recognised for award-winning campaigns, engagement programs and MD accolades. Expert in customer-centric product offers and experiences.More...
Sivan Lapidus
Senior Design Director@Financial Services
Verified
Sivan Lapidus, as the Senior Design Director, is responsible for overseeing all design aspects of the company's financial services. Her role entails creating compelling and effective visual designs to enhance user experience, improve customer satisfaction, and drive business growth. She collaboratively works with cross-functional teams, including marketing, product development, and IT, to ensure the consistency of the company's brand across all platforms. Additionally, she leads a team of designers, fostering creativity and innovation, and ensuring that project deadlines are met. Her strategic vision, artistic skills, and leadership abilities are instrumental in the company's success.More...
Edward Erie
Software Architect@Financial Services
Verified
I am a seasoned Software Architect with a proven track record of designing and implementing software systems. My expertise spans across various programming languages and software development methodologies. I have successfully led multiple teams, consistently delivering projects on time and within budget. I have an inate ability to develop high-quality software solutions, coupled with his strong problem-solving skills, makes him a valuable asset in the field of software architecture. My ability to strategically solve problems and excellent communication skills allow me to effectively collaborate with cross-functional teams and stakeholders. I am continuously updating my skills and knowledge to keep up with the latest technology trends and advancements.More...
Alana Robinson
Consulting - PM@Financial Services
Verified
I am an experienced management consulting within the financial services and private sector industries. I specialise mainly in project management across various project types including regulatory compliance and large scale delivery programs.More...
Brad Davis
Business Analyst@Financial Services
Verified
Extensive experience in the financial services industry with retirement plan expertise.More...
Thando Jacobs
Business Analyst@Financial Services
Verified
👔 Certified Business Analyst/Consultant
👨🏿💻 Founder of Inside Business AnalysisMore...
Kerrie LaFond Kulak
Vice President@Financial Services
Verified
Payments professional leader with over 15 years experience specializing in operations, risk and compliance, customer support and vendor management.More...
Dynamic and seasoned Chief Audit Executive with over 19 years of experience in the banking and FinTech sectors, specialized in enhancing internal audit and compliance frameworks. Known for strategic initiatives that improve governance, mitigate risks, and align with global compliance standards. Proven leadership as MLRO, directing the AMLCTPF department for seven years and enhancing regulatory compliance and operational integrity.
Engaged in strategic consultancy roles for FinTech and alternative investment management companies, focusing on developing AMLCTPF compliance frameworks and training materials. These projects have enhanced compliance effectiveness across diverse financial landscapes.More...
Dave Brody
Director of IT and Security@Financial Services
Verified
As Director of IT and Security, I have successfully implemented robust cybersecurity measures to protect sensitive financial data. I have led major IT projects, resulting in improved system efficiency and productivity. I have also developed and executed strategic plans for IT infrastructure, ensuring optimal performance and security. My leadership has resulted in a significant reduction in security breaches and system downtime. Additionally, I have effectively managed IT budgets, vendor relationships, and cross-functional teams.More...
M McMahon
Banker@Financial services
Verified
Financial services
Training and Development
Author
Mortgage loan officerMore...
Eduard Martinez
IT Project Manager@Financial Services
Verified
J Bru
Senior lawyer@Financial Services
Verified
Roberto Moreta
Resource Management@Financial Services
Verified
Experienced professional in management and administration, skilled in resource optimization and ethical strategies. Seeking to join a team where I can contribute effectively and align with a clear mission and values. Focused on efficiency, integrity, and positive impact.More...
Andrew Davies
Senior Operations Manager@Financial Services
Verified
Highly experienced Financial Services Operations Manager. Managing international offices across the Middle East & India.More...
Beau Olson
Director@Financial Services
Verified
Seasoned finance, technology, and business development professional.
MBA - Johns Hopkins
Expert in: business management, technology innovation, strategy, investments, and beyond. 🚀More...
Sonia Attkiss
FA@Financial Services
Verified
Maria Shaughnessy
Governance@Financial services
Verified
Semanthini Naidoo
@Financial Services
Verified
Lakesha Jones
Independent contractor, business owner
Verified
Lakesha Jones is a versatile voice-over artist, dynamic entrepreneur, and seasoned professional with over a decade of experience in communications, leadership, and creative business development. Drawing on her extensive background in 911 dispatching, call center operations, and public-facing business ventures, Lakesha brings a unique blend of clarity, warmth, and authority to every project she voices.
Known for her engaging vocal style and ability to adapt across genres—from professional narrations and corporate training to playful commercials and lifestyle content—Lakesha helps brands bring their messages to life with authenticity and impact. Her voice resonates with trust, relatability, and polished delivery—skills honed through years of on-the-spot public communication and business leadership.
As the founder of CB Legacy Group and multiple successful brands, including Cenora Bakes and Quick Trips & Sips, Lakesha understands what it takes to connect with diverse audiences and elevate storytelling through sound. Whether voicing content for businesses, media, e-learning, or digital products, she delivers professional results with warmth, creativity, and excellence.More...
Stephanie Percy
Real estate broker / business owner@Stephanie Percy LuxRE
Verified
Stephanie Percy is a distinguished real estate broker and the proud owner of Stephanie Percy LuxRE, a leading real estate company. With a professional career spanning over two decades, Stephanie has carved a niche for herself in the highly competitive real estate market with her insightful knowledge and commitment to excellence. Her expertise lies in luxury real estate, where she has facilitated numerous high-profile transactions. Stephanie's success in the industry is largely due to her knack for understanding her clients' needs, her vast network, and her ability to deliver top-notch services consistently. A trailblazer in her field, Stephanie Percy continues to set the bar high in the real estate industry.More...
santosh kumar
Cloud DevOps Engineer@Own
Verified
Santosh Kumar is a proficient Cloud DevOps Engineer at his own company. He is responsible for developing and implementing continuous integration and continuous delivery strategies. His expertise lies in cloud computing technologies, including AWS, Google Cloud, and Microsoft Azure. He also excels in automation tools and scripting languages, ensuring smooth and efficient operations. Santosh's role is crucial in bridging the gap between the development and operations team, facilitating better communication, faster production rates, and superior product quality. His leadership and technical skills have significantly enhanced the company's ability to deliver reliable and scalable solutions.More...
Join diverse projects for fast, accurate, and conversational support in writing, research, coding, and more.
Request to Expert
Looking for an expert in financial and translation tasks. Ideal candidates will assist professionals and businesses in enhancing productivity across various functions. Target audience includes educators and students needing study support, as well as creatives seeking innovative content solutions. Benefits include swift and precise assistance tailored to unique needs.
Expert background
Key Skills Required:
• Strong domain knowledge
• Digital literacy and comfort with AI tools
• Critical thinking and editing skills
• Collaborative mindset