Find Experienced Financial Services Consultants
Explore our directory of Experienced Consultants in the Financial Services Industry. Discover verified video resumes, professional portfolios, and authentic references designed to provide deeper context into expertise, experience, and professional impact.
Brian Munroe
Fractional COO | Author | Trainer | Project Recovery Expert
Brian Munroe is a fractional COO and implementation specialist. He is the operator leaders call when a system migration stalls, margins slip, or the owner is stuck firefighting instead of running the business. Most of his work is in healthcare, with clinic groups, specialty practices, home care agencies, and PE-backed platforms. In 30 years he has completed over 150 project rescues across healthcare, finance, technology, manufacturing, and government. He installs KPI governance, rebuilds broken workflows, and deploys AI that cuts manual work. He recently wrote "My AI Makes Me More Human."
Valerie Harvey
Realtor
Valerie Harvey is a Realtor with Coldwell Banker Realty specializing in out-of-town , out-of-state, and international buyers and sellers across Fort Lauderdale, Pompano Beach and South Florida. Since becoming licensed in 2017, she has closed over 110 transactions and been recognized by RealTrends Verified as ranking in the top 1.5% of Realtors nationally, and currently has an active listing at $25 million. A Certified International Property Specialist (CIPS) and Global Luxury-certified agent, Valerie built her business almost entirely on referrals and repeat clients.
Roy Helander
Artificial Intelligence and Cloud Infrastructure Consultant
I am professionally educated and experienced in both business (MBA) and technology (BSEE). More specifically, I held finance and marketing positions at AT&T Wireless, Charles Schwab, and Intel. Hence, I am uniquely qualified to derive innovative enterprise-wide business solutions as a consultant hired by executive team or product leaders. Subsequently, I derive architectural artifacts, serve as subject matter expert, address potential risks and threats, mentor cross functional teams, and foster application life-cycle adherence via a Scaled Agile Framework.
Laura Sauter
Founder, Brand Strategy and Design
Laura Sauter is an award-winning brand strategist and Founder of Brandworth. She helps founder-led and leadership-driven companies become more valuable through strategic branding, positioning, and marketing. Her strategy-first approach helps businesses navigate growth, leadership transitions, mergers and acquisitions, and market repositioning by aligning brand with business goals. Laura has advised organizations ranging from startups to Fortune 500 companies.
Brian Root
Fractional Chief Product Officer
No biography provided.
Alejandro Sanoja
Founder and CEO
No biography provided.
Nirlep Adhikari
Founder & Fractional CTO
No biography provided.
Shravan Vishwakamra
Solution consultant
No biography provided.
Angela Chartrand
Owner of Sentinence
With forty years of regulatory compliance experience and more than a decade building Sentinence, I bring practical, real-world knowledge to every engagement. Sentinence is a regulatory advisory practice supporting businesses across Canada and the U.S. in building effective, defensible compliance programs. My approach combines regulatory expertise with hands-on experience to develop practical solutions that reflect each client’s business, risks, operations and regulatory obligations. I believe in building long term colaborative business relationships. I am your AML Compliance partner
Start building your career portfolio
Be found by companies looking for the qualities and projects that make you ... the professional that you are.
