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Our expertise lies in understanding the banking sector. We assist small to medium-sized banks and credit unions in managing credit risk, market risks, compliance risk, operational risks, and technology risks. Our advisory services are not only actionable but also result in automated solutions. We prioritize maximizing the potential of existing tools and investments before suggesting the addition of new tools to your ecosystem.
Founding Partner
Risk, Capital, and Analytics Specialist
Atul is an Economist with over 20 years of experience in risk and capital management, quantitative modeling, and stress testing, including extensive interaction with regulators. Atul has built risk and capital processes from the ground up. Known as a strategic thinker with deep analytical skills, Atul is a frequent speaker at industry conferences. Before moving to Advisory Services in 2016, Atul was a Managing Director in the Credit Strategies Group at...
Risk Management and Analytics Advisor
Mike has 35 years of experience in the banking industry, serving most recently, over the last decade, as a Senior Manager in the Market Risk Management area of PNC Bank. In that role, Mike led a team that was responsible for independent oversight of PNC’s management of interest-rate risk and liquidity risk. The team also had responsibility for independent review of the company’s liquidity stress testing and the PPNR component of capital...
Founding Partner
Risk, Analytics and Technology Specialist
Ashok has more than 20 years of experience in the Financial Services industry. He has worked with large Global Banks, US Tier 1 Banks, Community Banks and Regulatory Agencies to successfully deliver end-to-end data intensive projects. Ashok is experienced in several functional areas in banking e.g. Risk Management, Asset Management, Finance, Marketing, Deposit Profitability/Pricing, System Development, and...
Risk Management, Modeling & Analytics Specialist
Eva has more than 20 years of experience in the Banking and Financial Services industry. She has worked for multiple US Tier 1 Banks and large financial institutions. Her professional experience combines expertise in advanced quantitative techniques—grounded on statistics, engineering, econometrics, and machine learning—with sound business acumen and extensive knowledge of risk management in the highly-regulated banking industry...
Lead Quantitative Analyst
Nidhan is a quantitative analyst with 20+ years of experience in Financial Modeling, Forecasting, and Risk Management. A Statistician by training, his technical strength lies in modeling large complex data that often requires out of the box thinking and developing new statistical methods. Nidhan has been in leadership role in large global bank, hedge funds, and analytic soft-wire development where he has applied his core statistical knowledge to lead the R&D team to build new analytic product...
Advisor
Data Product
Ashwin has experience in building software products in data management, data governance, and marketing analytics. He brings software engineering design, development and deployment discipline to deliver data products that are repeatable, governed and distributed via automated pipelines.
Most recently, Ashwin was the head of data product at Truist where he led the team to develop and...
Balance Sheet, Banking Risk and Regulatory Advisor
Jay has more than 25 years of experience in the Financial Services industry with Regional Banking organizations. He has most recently served as the Corporate Treasurer for KeyBank, where he was responsible for managing a ~$190B balance sheet, including direct responsibility of Interest Rate, Capital and Liquidity risk management as well as management of $50B investment portfolio...
Risk Management, Modeling, and Analytics Advisor
Suresh has more than 25 years of experience in the Financial Services industry,. serving over the last decade as Head of Market Risk Model Development of SunTrust/Truist. In that role, Suresh led a team that was responsible for developing and maintaining models used to: (i) monitor and manage trading market risk, counterparty credit risk including Potential Future Exposure (PFE), and...
Advisor
Interest Rate Risk and Balance Sheet Analysis
Matt has over 20 years of experience in corporate finance and treasury roles. Matt currently serves as the HR Controller for Progressive Corporation, where his responsibilities include oversight of the People Analytics function, HR and Legal Systems, Payroll, and controller functions for the Corporate HR organization, including accounting, financial planning and analysis, oversight of operational controls and...
AML/BSA Specialist
Mr. Sarju Kansara has over 20 years of experience involving Compliance, Anti-Money Laundering, Sanctions, Transaction Monitoring, Data Governance, Payment Processing system, Anti-Money Laundering (AML) implementation and Testing, Actimize, Oracle-Mantas, Banking Payment processing, Basel-II, Legal Entity Aggregator, Global Consolidation, Data warehouse process reengineering, Data Archiving, Data Modeling, Data Quality, Data Governance...
Chief Marketing Advisor
Patrick is an accomplished executive with over 30 years of experience in the banking and wealth management industry. He currently holds dual roles as the Chief Revenue Officer & Chief Operating Officer at Atticus. With a rich background in fiduciary solutions, Patrick previously served as the CEO at RIC, where he provided fiduciary services to over 200 banks and trust companies, including six of the largest seven US banks. Prior to that, he spent 15 years at National City Bank / PNC Bank, holding the position of Executive Vice President...