10 banking consultants

Experience: Managing Partner · Murrow Consulting Group & Banking Services

Managing Partner at Murrow Consulting Group & Banking Services since 2024, where his profile says he leads an embedded banking platform that helps banks and fintechs launch, scale and operate compliant banking products. He was Managing Partner, Banking and Insurance at Cherry Bekaert (2020–2024) and has been Managing Partner at Murrow Capital Group since 1996.

Experience: Managing Partner · Bridge Financial Consulting Group, LLC

Managing Partner at Bridge Financial Consulting Group, LLC since 2018. The profile describes work in all aspects of bank consulting, with skills in loan review, strategic planning, interest rate and liquidity risk, policy development, corporate governance and compliance. Other roles listed are Assistant Deputy Comptroller (2011–2017) and National Bank Examiner (1998–2011) at the Office of the Comptroller of the Currency.

Experience: Managing Principal · Steady Sage Consulting

Managing Principal at Steady Sage Consulting since October 2025, a boutique bank consulting company that his profile says supports banks, credit unions and other financial institutions; his headline describes him as a board risk governance advisor. He was National Bank Examiner at the Office of the Comptroller of the Currency (2005–2025).

Experience: Banking and Payments Senior Management Consultant · Capco

Banking and Payments Senior Management Consultant at Capco since March 2022. Her profile describes her as a credit union growth advisor and compliance and risk specialist who helps credit unions with regulatory readiness, including CFPB, NCUA and FFIEC guidance and a $10B readiness program. She was Structuring and Execution Associate - Investment Solutions Team at Wells Fargo (2015–2022).

Experience: Consumer Banking Strategy, Operations & Risk Consultant · Straight Line Solutions LLC

Consumer Banking Strategy, Operations & Risk Consultant at Straight Line Solutions LLC since 2021, and Managing Consultant at PwC (2021–2025). At U.S. Bank he was Senior Vice President - Business Insights & Solutions Director (2018–2020), Senior Vice President - Process Improvement Director (2017–2018) and Senior Vice President - Compliance & Operational Risk Management (2011–2017). His profile lists risk, compliance and operating model transformation and regulatory remediation.

Experience: Founder and Principal Consultant · Techstra Consulting

Founder and Principal Consultant at Techstra Consulting since September 2025, which her profile says serves banks, credit unions and loan funds; she leads engagements across financial forecasting, liquidity and CRE stress testing. At Nano Banc she was Senior Vice President Strategy (2024–2025), CRA Officer (2020–2025), VP, Strategy and Analytics (2021–2024) and Credit Analyst (2018–2021).

Experience: Managing Director · Darling Consulting Group

Managing Director at Darling Consulting Group since 1997, where he was also Director of Financial Analytics (Asset Liability Management - ALM) (2006–2010). His profile cites over 25 years in balance sheet and model risk management for community, mid-size and large banks. He is also an Enterprise Risk Management Committee Member at the California Bankers Association and Vice Chairman of the Board of Directors at the Financial Managers Society.

Experience: Founder Principal · DV21 Advisory

Founder Principal at DV21 Advisory since 2018; his profile says he helps banks and credit unions with strategic planning, data analytics, digital banking system selection and the design of performance management and reporting systems. He was SVP Manager, Digital Banking & Business Intelligence at Bank of Hope (2011–2018), Senior Consultant at PQ Projects (2009–2011) and Senior Vice President CFO at First Fed (2007–2009).

Experience: Principal · Peyton R. Patterson Consulting LLC

Principal at Peyton R. Patterson Consulting LLC since 2014; her profile describes her as a banking consultant with more than three decades of leadership experience who provides advisory support to financial services clients. She was President and Chief Executive Officer of Bankwell Financial Group (2012–2014) and Chairman, President, CEO of NewAlliance Bancshares, Inc. (2002–2011).

Experience: Bank & Fintech Consultant Interim Leader · SOT Advisory

Bank & Fintech Consultant Interim Leader at SOT Advisory since December 2024, where his profile describes hands-on interim leadership for banks, credit unions and fintechs across strategy, operations and technology. He was SVP Director of Strategy, Ops & Tech at Five Star Bank (2022–2024) and Principal Consultant & Interim COO CEO at Deep Water Management (2016–2022).