Meet Our Team

---

With over 30 years in Financial Services experience, offering liquidity solutions to

Banks, Broker Dealers, RIA’s and Trust Companies, Brian can build a deposit strategy

that suits any client. With 7 years spent building a full end-to-end Securities Based

Lending SaaS platform, Brian knows all the pitfalls and paths to success driving growth

in the SBL industry.

Consulting Expertise Includes:

Bank Deposit and BD Cash optimization strategies

FDIC vs MMMF sweep vs tokenized Treasuries and stablecoins

Build vs Buy decision chain

Industry SWOT analysis

Third Party Vendor interactions - selections and negotiations

Digital Transformation – leading technologies

Where to Leverage the Power of Artificial Intelligence

Distributed Ledger Technologies (DLT) / Blockchain – on chain versus off chain

Stablecoin and token strategies

Operational Efficiency and Performance Advancements

Process Optimization

Cost Management

Business Modernization

Market Positioning

Innovative and Effective Pricing Strategies

Risk Management & Regulatory Compliance

Financial Risk Management

Operational Risk Management

Strategic Risk Management

Compliance Risk Management

Environmental, Social, and Governance (ESG) Risk

Project Risk Management

Third-Party Risk Management

Regulatory Compliance

Legal Compliance

Industry-Specific Compliance

Data Protection and Privacy Compliance

Financial Reporting Compliance

Corporate Governance Compliance

New Age Corporate and Business Unit Strategies

Realistic Goal Setting

Consultative KPI’s

OKR’s (Objectives and Key Results)

Milestone Tracking

Balanced Scorecard

Customer Feedback Matrix

Employee Engagement Matrix

Progress Dashboards

Outcome Based Metrics

Scenario Planning and Risk Assessment

Goal Setting

Best Practices in Compensation Models