Most Recommended Bank Relationship Management Experts

I am a Senior IT Business Analyst, Product Owner, and Project Lead with 10+ years of experience delivering complex digital systems in banking, fintech, SaaS, and large-scale enterprise environments. I specialize in how technology, data, and business decisions intersect—particularly in areas where complexity, regulation, and high risk meet innovation. Over my career, I have led and delivered mission-critical transformation projects, including large-scale data and functionality migrations, microservices transformations, and AI-driven initiatives within global financial institutions and international tech companies. My background uniquely combines: Classical banking and financial analysis (corporate and retail banking), Modern IT delivery (Agile, APIs, microservices, cloud, data platforms), Strategic business analysis at executive and cross-organizational level. I am the author of a professional book on building and scaling IT Business Analysis departments, a regular conference speaker, and a published author on topics such as: AI and digital transformation Ethics, data privacy, and responsible technology Requirements engineering and software quality The real business impact of analytics and automation I also serve as an expert judge for international IT and innovation competitions, reviewing technology projects, startups, and digital transformation initiatives. Journalists reach out to me for clear, practical, and evidence-based commentary on: AI adoption in business and banking Digital transformation failures and success factors Data ethics, privacy, and regulation Why large IT projects succeed—or collapse The evolving role of analysts, product owners, and tech leadership I am known for translating complex technical or regulatory topics into clear, quotable insights that resonate with both expert and non-technical audiences. Available for interviews, expert commentary, background briefings, and opinion pieces.

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

Experienced Human Resources executive with a demonstrated history of progressive leadership in banking, energy and healthcare industries. Skilled in Employee Relations, Talent Acquisition, Business Process Improvement, Workforce Analytics and Succession Planning.

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

Seasoned entrepreneur with over 16 years of dynamic leadership in the software industry, specializing in Next-Gen Fintech solutions. Proven track record of delivering innovative products that revolutionize financial services. Passionate about driving technological advancements and empowering businesses to thrive in the digital era. Committed to fostering strategic partnerships and delivering unparalleled value to clients worldwide. Let's connect and explore opportunities to shape the future of finance together.

Bestax Chartered Accountants is an FTA Approved Tax Agency and a trusted provider of accounting, tax, auditing, transfer pricing, business setup, and corporate services in Dubai. With nearly a decade of combined experience and offices in both UAE and Canada, we help businesses make smarter financial decisions by calculating the best opportunities for long-term growth. We support startups, SMEs, and large enterprises to ensure their full compliance, and strengthen long-term stability. We are a leading tax consultancy firm in the UAE, offering expert support across VAT, corporate tax, and excise tax. Our team ensures clients remain compliant with evolving regulations while benefiting from strategic tax planning opportunities. Through proactive advisory, we help businesses reduce liabilities and make informed financial decisions. Beyond taxation, Bestax delivers comprehensive accounting and bookkeeping services, including financial statement preparation, payroll management, audit support, and day-to-day bookkeeping. Our commitment to accuracy, transparency, and timely reporting enables business owners to maintain financial clarity and drive sustainable growth. Our audit and assurance services help companies meet statutory obligations while strengthening internal controls, financial transparency, and operational efficiency. Bestax also specializes in global company formation, assisting entrepreneurs and investors in establishing businesses in the UAE, Panama, Cayman Islands, Seychelles, Canada, the USA, and beyond. From trade license issuance to visa processing, PRO services, and digital bank account opening, we manage the entire setup process. Our cross-border expertise enables us to support clients with multi-jurisdictional structuring and international compliance requirements. Additionally, we provide advanced services such as transfer pricing, empowering businesses with centralised and fully compliant financial operations. At Bestax, we are more than a service provider we are a long-term partner committed to delivering solutions that enhance efficiency, strengthen compliance, and support sustainable growth in the competitive global market all under one roof.

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)

I am Muhammad Zubair Haroon, Senior Accounts Manager at Crystal Crown Ent LLC in Masqaṭ, Oman, specializing in dynamic financial oversight within the high-stakes airline and travel services industry. My tenure has been focused on driving financial integrity, maximizing operational efficiency, and ensuring stringent compliance. My expertise is built on comprehensive accounting experience, culminating in a focused approach on three critical financial pillars relevant to media commentary and expert features: 1. Mastery in Airline Portal Reconciliation & Revenue Assurance My primary achievement is implementing reconciliation frameworks that have virtually eliminated revenue leakage between GDS/Airline portals and final bank settlements. This involved: Daily Reconciliation Protocol: Establishing a zero-discrepancy protocol for high-volume ticket sales to mitigate financial risk daily. Profit Analysis: Providing granular, ticket-level profit analysis, enabling management to make data-driven decisions on route profitability and commission structures, directly impacting the bottom line. 2. Specialized VAT & Tax Audit Compliance in the GCC Operating in the Gulf region, I possess verifiable competence in navigating the complexities of cross-border financial and tax regulations, a crucial requirement for international travel agencies. VAT Audit Readiness: Consistently ensuring the company remains in a perpetual state of audit readiness for VAT returns and international tax filings. Compliance Strategy: Developing and managing financial compliance strategies that align local Omani regulations with international transaction standards, minimizing penalty risks. 3. Strategic Financial Reporting & Operational Efficiency My role extends beyond mere reporting; I am a strategic partner who translates complex financial data into clear, actionable business strategies. Reporting Excellence: Producing accurate and timely daily, monthly, and quarterly financial reports that serve as the foundation for executive decision-making. Fast-Paced Environment: Thriving in a high-pressure environment to ensure financial accuracy is maintained without compromising the speed of business transactions. Contribution to Growth: My ability to provide clear financial oversight directly supports the organization's growth initiatives and ensures fiscal health

Senior Vice President and Director of Diversity and Inclusion at BOK Financial - Leading Diversity & Inclusion, Engagement, Executive Coaching, and Mentoring – Strategic forward thinking executive. She is passionate about establishing relationships and collaborating to facilitate cross cultural dialogue and establish inclusive environments. She helps people and companies learn, change, and lead. Her proven track record includes transforming organizations by operationalizing strategies and executing large scale, human capital initiatives. Janet earned an MBA from St Edwards University in Austin Texas. Her extensive certifications include DEI in the Workplace Certification, the Prosci Change Management Certification, Neuroscience Brain Based Coaching Certification, Certified Strength Finder Practitioner, Certified Professional Coach, Arbitrator, Mediator, and Strategic Workforce Planning.

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

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.

Rohan Desai – BI Analyst | Data Analytics | Healthcare Technology Results-driven Data Analyst / BI Developer specializing in healthcare analytics, data visualization, and revenue cycle management (RCM). Proven expertise in data regression modeling, business intelligence (BI) solutions, and process automation to enhance operational efficiency and decision-making. Passionate about leveraging data-driven insights to solve complex business challenges. Expertise: Business Intelligence (BI) | Data Modeling | SQL | Power BI | Tableau Healthcare Revenue Cycle Management (RCM) | Financial Analytics Cloud Computing (Azure) | Big Data Processing Publications: Published 7+ research papers on Healthcare Technology & Analytics Medium Page: https://rohan-desai.medium.com/

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

I’m the CEO and Founder of LBM Solutions, a technology company delivering blockchain, app, metaverse, software, and web development solutions. Over the years, I’ve built and led a team of more than 100 developers and designers who focus on creating business-first solutions that scale. In the last decade, our team has completed more than 1,000 projects across 30+ countries, gaining recognition through multiple industry awards for innovation, client success, and technology leadership. Beyond LBM Solutions, I also serve as the Chairman of FICCI CMSME (Punjab, Haryana, Himachal Pradesh, Chandigarh), where I actively advocate for small and medium enterprises (SMEs), influence policy decisions, and strengthen the ecosystem for sustainable growth. I founded MSAI India to bridge education and industry needs, introducing AI into career-focused programs such as Full-Stack Development, HR, and Digital Marketing preparing professionals for tomorrow’s evolving landscape. Another initiative close to my heart is CoRise, a hub designed to connect entrepreneurs with investors and industry leaders. It supports founders in validating ideas, accelerating product development, and taking businesses to market. What I Focus On: - Delivering scalable blockchain, metaverse, and app solutions worldwide - Driving digital adoption with measurable ROI and long-term impact - Building high-performance tech teams and efficient delivery pipelines - Strengthening SME voices through representation and advocacy - Guiding founders toward building investment-ready businesses I bring the vision of a strategist, the discipline of an operator, and the mindset of a builder. With over 10 years in leadership, I believe true innovation lies in execution that delivers sustainable results. Let’s Connect If You’re: - A business leader looking for scalable technology solutions - An SME seeking the right support to grow - A founder, partner, or investor exploring meaningful collaborations Let’s connect and build something transformative.

Karthik’s Motto: “Dream, Achieve, Repeat! Think out of the box. Think floppy in a pocket. Think computer in an envelope!” ‍ On any given day, you’ll find Karthik constantly juggling between product, design and growth initiatives at the companies he runs. He’s an alumnus of IIT Guwahati, having majored in Human Computer Interaction and Usability Engineering. As a Founder, Product Owner, Filmmaker, and a GTM Strategist with 13+ years of experience, he brings a wealth of experience in crafting innovative solutions that resonate with customers and drive business growth. His expertise lies in translating customer insights into compelling product experiences that enhance satisfaction, retention, and brand loyalty. ‍ Prior to Zipy and Rooop, Karthik was part of the success story of MindTickle, a unicorn startup from India in Sales Readiness space. Before that, he co-founded a startup in Film and Creative Media industry. Having led product and design teams at various technology startups, he also runs a film production house called ‘Adwhyta', operating in the genres of AI, travel, adventure, drama, and documentary. He has spoken at several prestigious public forums like TEDx and is known for his DIY approach to everything. Being a product person, a filmmaker and a classically trained carnatic musician gives him a unique edge in everything he does, as he understands both the creative as well as the technical. Key Competencies: Product Strategy, Product Analytics, Growth, SaaS Startups, Ecommerce, Shopify, Bootstrapping, Virtual Try-on, Entrepreneurship, GTM, Sales & Marketing, User Research, Product Management, Filmmaking, AI Advertising, Film Production, Product Market Fit, SEO & Performance Marketing, Digital Marketing, Product Marketing, and Design Thinking

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.

Kevin Rodriguez is the Founder & Broker of MortgageToday LLC, a modern, tech-forward mortgage brokerage built around the mission of delivering Borderless Mortgages and Modern Lending Solutions. After spending several years as a digital nomad and now living abroad as an expat in Bangkok, Kevin built his company on the belief that the mortgage industry must evolve to serve the borrowers of today—not yesterday. He specializes in alternative underwriting, DSCR strategies, and Non-QM lending, with a focus on innovative, technology-driven mortgage solutions. Kevin frequently provides commentary on modern lending trends, the future of mortgage technology, and the shift away from traditional underwriting. MortgageToday’s philosophy is simple: We find a “Yes” when others say “No.” NMLS #1959152 | #2727066

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

Karthikeyan Ramdass a seasoned cybersecurity professional with over 18 years of experience securing mission-critical systems for leading Fortune 500 companies across industries including aviation, finance, automotive, and technology. I have played a pivotal role in protecting organizations such as Southwest Airlines, Wells Fargo, Morgan Stanley, Toyota Motors North America, AIG, Cognizant, Salesforce, and Deluxe Corporation. Specializing in application security, vulnerability management, secure architecture, and supply chain defense, led the design and implementation of enterprise-scale security frameworks, CI/CD pipelines, and advanced security testing solutions. Extensive experience in SAST, DAST, SCA, zero-day vulnerability management, and penetration testing, ensuring compliance with global standards such as NIST CSF, PCI DSS, and OWASP Top 10.

I am an exceptional IT Leader skilled at IT Service Management, IT Operation Management, HRSM, Supply Chain Management, Data Governance, Organizational Change Management, and Real-Time Dashboards Monitoring & Reporting. Technically-savvy with outstanding relation-ship building, training and presentation skills.