Most Recommended Bank Relationship Management Experts

Senior Digital Product Manager learning everyday and wanting to be part of bringing great experiences to customers

Influencer | Featured on Times of India | 4x World Record Holder | 10x Microsoft & Azure Certified Expert | ITIL® 4 Specialist Certified | 44x IBM & Design Thinking Certified | SNOW | NOC/IMS/CIS Specialist | Digital & Social Media Marketer | Brand Promoter & Lead Generator

I'm Rahulkumar (Rahul) Chawda, a global product leader with over 20 years of experience in building secure, scalable, and future-ready digital payment systems. At Mastercard, I lead the global strategy, development, and commercialization of Payment Account Reference (PAR)—a foundational element in tokenized transactions and digital identity ecosystems. I’m passionate about shaping the next generation of trusted commerce—where security, intelligence, and user empowerment converge through technologies like Digital payments, tokenization and AI. My thought leadership has been published in The Financial Brand, DigitalCxO, TechStrong AI, and Global Banking & Finance Review, among others. One article I’m especially proud of is “Toward Financial Inclusion: The Benefits and Challenges of Ethical AI”, where I explore how responsibly designed AI can advance access to financial services for underserved communities. It's a topic I care deeply about—ensuring that as we scale new technologies, we do so ethically and inclusively. I'm also a mentor and a judge for many awards, and I enjoy working with cross-disciplinary teams to solve complex payment problems. I believe the future of finance is composable, intelligent, and secure—and I’m excited to help build it. Connect with me on LinkedIn: www.linkedin.com/in/rahulkchawda

With more than 15 years of working experience in a multi-cultural environment, I have developed a strong interpersonal skill demonstrating utmost discretion and integrity when dealing with confidential information. Managing a small group of employees helped me improve my leadership skills and gain organizational and training skills.

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

Dawn finds me decoding the overnight bond market coffee cooling while a 4‑basis‑point shift in the 10‑year nudges today’s 30‑year quotes. I translate that twitchy data into plain‑English guidance borrowers (and the journalists who cover them) can use before their next cup. Sixteen years of engineering Fortune 100 revenue taught me one thing: speed wins. Full stop. Clarity seals the deal. Now I apply the same analytics‑and‑automation playbook to home financing, publishing the daily mortgage update, designing no‑code workflows that shave days off processing, and keeping compliance front and center. Need insight on a deadline? I can deliver: • Context for today’s 30‑ & 15‑year rate swings • How a 20‑point credit shift reshapes an APR • The tech behind faster closings from one‑tap POS apps to AI underwriting • The compliance fine print every borrower should bookmark • Quoted by Realty News, CreditUtilization.net, and Brokerage Tips. Offline, my family calls me the “Zen Dad,” proof that calm strategy wins deals and bedtime battles alike. Omaro Ayloush — NMLS #2036765 | Loan Factory NMLS #320841

SEO and Web Design Specialist at KKT Management Enhance digital strategies and website functionalities. Improve search engine rankings and design user-centric interfaces. Conduct successful SEO campaigns, staying abreast of the latest trends and algorithms. Operations Manager at Anna Nasi Lemak Spicy Asia City Manage day-to-day operations and spearhead online presence. Oversee digital engagement and brand management. Integrate traditional marketing with digital solutions to boost brand visibility and customer interaction.

Robin Hillary — President & Co-Founder, Black Seed Ink | CEO, LitCentral Robin Hillary is a U.S. design-patent holder and certified in Blockchain & Cryptocurrency (UC Berkeley) and AI for Leaders (Babson College). As President and Co-Founder of Black Seed Ink, she leads the only cold-storage company in the world offering a full stack of backup solutions for self-custody investors—not just seed-phrase plates, but passphrase, exchange-login, and master-password plates, plus index notebooks, cases, and protective capsules. Trusted by crypto whales and everyday holders in 85+ countries and territories, Black Seed Ink’s fire-rated steel wallets have earned top marks in independent stress tests (e.g., Jameson Lopp’s), and serve thousands of customers who want their keys - and anything worth remembering - kept offline. Previously, as Chief Innovation Officer at Credit.org, Robin built tech-anchored programs in credit, debt, and housing counseling, launched the nonprofit Reverse Mortgage Academy, and created LenderView - the first platform that gives lenders a real-time window into outcomes from pre-purchase and mortgage-readiness counseling, closing the data gap between advisors and underwriters. Now as CEO of LitCentral, Robin is developing AI-driven tools that connect physical and financial health for employers. Fueled by espresso and an innovation mindset, she marries hands-on hardware design with practical fintech that protects people and powers confidence. Quotes "We design crypto cold storage for the day everything goes wrong." - Robin Hillary “I build tools that protect what you can’t afford to forget.” - Robin Hillary “On-chain finance is a web of rails moving art, deeds, money, and RWAs like gold and real estate. If you’re climbing aboard, start with security - lock down your keys in steel and hold on for dear life!" - Robin Hillary

As Founder and CEO of The CEO Creative, I lead our mission to empower small businesses through accessible NET30 credit and practical office essentials. Many entrepreneurs struggle to access credit early on — especially without strong personal credit or years in business. That’s where we step in. We offer simple, low-cost membership plans that unlock real trade credit, with no personal guarantee required. Our accounts report to Equifax Commercial, Creditsafe, and FairFigure, helping new businesses build their credit profile from day one. But we’re more than just credit lines — we’re a startup’s best friend. From packaging and branding materials to electronics and office supplies, we offer essentials that help businesses look professional and operate efficiently. Every purchase counts toward building your financial credibility. I oversee product strategy, operations, and customer experience, ensuring our platform is fast, fair, and built around what real businesses need. I also stay engaged with our community daily — answering questions, responding to feedback, and constantly evolving the brand. We believe that building business credit shouldn’t be complicated or gatekept. That’s why we simplify it, support it with real products, and keep the doors open to businesses of all sizes and stages. If you’re launching a business, rebuilding, or just want to grow with a little more leverage — we built The CEO Creative for you

I’m Bibin Basil, a marketing strategist with over a decade of experience in digital marketing, lead generation, and business growth. I currently work as the Marketing Manager at Best Solution Business Setup Consultancy in Dubai, where I help entrepreneurs and global companies launch and grow their businesses in the UAE. My expertise lies in creating data-driven marketing strategies, SEO content plans, and automation systems that drive results. I’ve built custom solutions using tools like Frappe , Bitrix24, ChatGPT, Google APIs, Perplexity and N8N to streamline lead generation, team productivity, and content marketing. I also lead the development of AI-powered tools that produce high-quality, intent-based content aligned with Google’s E-E-A-T and NLP standards. I’m deeply focused on building authority, ranking for high-intent keywords, and using automation to scale performance. My goal is to stay ahead of the curve, bring innovation into everyday marketing, and help Business to Grow in Dubai.

Max Avery, a dynamic business development executive at Digital Ascension Group, drives growth across industries with a sharp focus on market leadership. His deep knowledge of traditional and emerging financial markets, backed by certifications like Capital Markets & Securities Analyst (CMSA)® and FinTech Industry Professional (FTIP)™, informs his strategic approach. Since 2016, he has excelled in raising capital and structuring deals in private equity and real estate. Appointed to the District Export Council by Secretary of Commerce Wilbur Ross in 2018, and a member of the National Small Business Association’s Economic Development Committee, Avery shapes policies for business growth. Guided by a philosophy of excellence, he turns complex challenges into practical solutions, establishing himself as a trusted strategist committed to lasting impact.

Experienced M&A Investment Banking professional known for honesty and a strategic approach to business transitions.

Contact:james.mcfield@roberthalf.comO: (202) 626-0130C: (443) 858-6805Founded in 1948, Robert Half is the first and leading specialized staffing firm. Whether you're a large corporation, small enterprise or a midsize business, our offices offer employment solutions tailored to your needs. We can help you attract for all your accounting and finance, technology, and office needs. Company Accolades: * Robert Half once again was named first in our industry on Fortune magazine’s list of “World's Most Admired Companies.” (March 1, 2017) * Robert Half was named #1 on Forbes’ List of America’s Best Professional Search Firms. (May 3, 2017)

Michael Collins s a qualified engineer with a Master’s degree in Finance. He is a 30-year veteran financial analyst who has worked with traditional finance, equities, bonds, and alternative assets. He writes about strategic macro trends and takes readers through the emerging digital asset universe. He is the founder of https://cryptoflowzone.com , a platform dedicated to empowering crypto investors through strategic insights and AI-driven tools. Passionate about the intersection of data science, blockchain, and AI, Michael writes to inspire innovation and foster growth in emerging technology spaces.

James Brouillet is a Business Process Architect and digital-transformation leader who builds practical systems that scale. In financial services, he has managed complex software integrations and core/ancillary conversions, ensuring resilient cutovers, clean data migration, and tight vendor coordination. He designs and operates online banking ecosystems end-to-end—aligning digital channels with core, card, payments, fraud/AML, and CRM systems—while hardening governance, SLAs, and user experience. At A Federal Credit Union, James has played a central role in standing up a BPM program grounded in APQC and the 7 Tenets—mapping cross-functional work in BPMN 2.0 and automating with Nintex Process Manager, Power Automate, SharePoint, and Microsoft 365. Earlier, he led Application Support (vendor vetting, risk, testing, change, audit) and drove meaningful cost savings via licensing rationalization and utilization improvements. Beyond the CU, he incubates small businesses—bridging strategy, tooling, and process to achieve measurable growth. His north star: anticipate needs, exceed expectations, and make excellence a habit. Areas of Expertise Integrations & Conversions: Core/ancillary conversions, API & SSO, data migration, UAT/cutover planning Digital Channels: Online/mobile banking ops, payments, fraud/AML, CRM, compliance alignment Telephony & Automation: Contact center design, IVR trees, voice/chatbots, call-flow analytics, deflection Access Governance: Least-privileged administration, RBAC/SoD, audit readiness across 50+ apps BPM & Automation: BPMN 2.0, process lifecycle, Nintex Process Manager, Power Automate, SharePoint Change & Excellence: APQC, 7 Tenets, Prosci, Baldrige (ADLI/LeTCi), Lean/Six Sigma (DMAIC), A3, 5 Whys, BABOK SMB Incubation: Go-to-market, e-commerce ops, vendor management, cost optimization Representative Results Led multi-system integrations & conversions, delivering clean data migration, stable cutovers, and on-time launches. Online banking program leadership: improved reliability/UX while aligning with core, payments, fraud/AML, and CRM. Telephony & IVR redesign: implemented skills routing and bot deflection to lift CSAT and reduce handle time. Least-privileged access at scale: engineered RBAC for 50+ banking apps; strengthened controls and audit posture. Drove significant licensing savings via vendor negotiation and utilization improvements.

Manny Oloyede is the Branch Manager of Green Lending – Akron, with nearly a decade of experience helping families and investors navigate the mortgage process. Known for his transparent communication, fast closings, and creative financing strategies, Manny takes a personalized, goal-oriented approach to every loan. NMLS #1824463.

Product enthusiast with over 8 years of experience leading agile product development, integrating AI-driven financial tools, and managing cross-functional teams. Expertise in embedded finance, data enrichment, automation, and business intelligence for banking and finance industries.

Doug Perry is a visionary leader known for inspiring exponential personal and professional growth. He is the Managing Partner of Qual-Cap, a borrower centric boutique mortgage brokerage focused on client's financial goals, providing innovative real estate financing solutions and education. Doug has held senior leadership positions at ArchWest, Temple View Capital, Citadel Mortgage Services, 5 Arch, PennyMac, IndyMac, Countrywide Financial and Privlo, a pioneer fintech Non-QM start up. He is a recognized mortgage finance industry expert featured in segments on CNBC, CNN, Fox News, USA Today, US News and World Report, and the Wall Street Journal. Doug has a BA in Business Economics from the University of California at Santa Barbara.

BJRC Recruiting is a boutique search firm dedicated to placing top-tier Executive, Legal & Compliance and Finance & Accounting professionals. Our service offers targeted placements for executives and mid-to-senior level professionals. Our team is comprised of former practicing lawyers, CPAs and management consultants, and as a result, we know how to find the top talent in the marketplace. We have first-hand industry knowledge, which enables us to provide in-depth insights into current market trends and up-to-date salary specifics.

Hi there! I’m a Chief Human Resources Officer with over 15 years of experience in the field. My journey has taken me through various aspects of HR—from talent management and employee retention to ensuring compliance with employment laws. I’ve had the pleasure of overseeing projects, leading training sessions, and delivering presentations that make a real difference.I’m passionate about spearheading HR initiatives and working closely with senior management to shape effective policies. I handle payroll, benefits, and community branding with care, always aiming to build strong teams and foster positive employee relations. My work is driven by a commitment to creating a supportive and productive workplace.I’m also a certified SHRM-CP with a background in healthcare, government, and the private sector. Beyond my professional life, I’m actively involved in the National Society of Human Resource Managers and local community initiatives, always looking to contribute and make a positive impact.For speaking or training opportunities, please contact me at johnriley@outlook.com