10 banking consultants
Bank examination, bank leadership and consulting firm work show up among these banking consultants: two were national bank examiners at the Office of the Comptroller of the Currency, one was CEO of Bankwell Financial Group and NewAlliance Bancshares, four others were bank senior vice presidents, and the others focus on balance sheet risk, credit union regulation and embedded banking. They suit a bank or credit union preparing for an exam or picking a digital banking system.
Professionals to explore
Brian Murrow
LinkedInExperience: Managing Partner · Murrow Consulting Group & Banking Services
An embedded banking platform helping banks and fintechs launch, scale and operate compliant banking products, Murrow Banking Services is part of the firm where Brian Murrow has been Managing Partner since 2024, Murrow Consulting Group & Banking Services. Murrow was Managing Partner, Banking and Insurance at Cherry Bekaert (2020-2024) and has been Managing Partner at Murrow Capital Group since 1996. Good for bank and fintech partnership questions.
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Carey Phillippi
LinkedInExperience: Managing Partner · Bridge Financial Consulting Group, LLC
Carey Phillippi has been Managing Partner at Bridge Financial Consulting Group, LLC since 2018, after serving as Assistant Deputy Comptroller (2011-2017) and National Bank Examiner (1998-2011) at the Office of the Comptroller of the Currency. Phillippi lists loan review, strategic planning, interest rate and liquidity risk, policy development, corporate governance and compliance, which suits exam preparation questions.
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Jason Clarke, CFA, FRM
LinkedInExperience: Managing Principal · Steady Sage Consulting
From 2005 to 2025, Jason Clarke, CFA, FRM was a National Bank Examiner at the Office of the Comptroller of the Currency, and in October 2025 became Managing Principal at Steady Sage Consulting, a boutique bank consulting company supporting banks, credit unions and other financial institutions. Clarke describes the work as board risk governance advisory, which makes board oversight questions the natural fit.
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Jessica E. Seifer
LinkedInExperience: Banking and Payments Senior Management Consultant · Capco
Credit union regulatory readiness, including CFPB, NCUA and FFIEC guidance and a $10B readiness program, is the focus Jessica E. Seifer describes as Banking and Payments Senior Management Consultant at Capco since 2022. Seifer was Structuring and Execution Associate - Investment Solutions Team at Wells Fargo (2015-2022). A fit for credit unions approaching new regulatory thresholds.
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Jim Dowiak
LinkedInExperience: Consumer Banking Strategy, Operations & Risk Consultant · Straight Line Solutions LLC
Jim Dowiak has been Consumer Banking Strategy, Operations & Risk Consultant at Straight Line Solutions LLC since 2021 and was Managing Consultant at PwC (2021-2025). At U.S. Bank, Dowiak held 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), a fit for regulatory remediation questions.
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Kelly Pond
LinkedInExperience: Founder and Principal Consultant · Techstra Consulting
Stress testing and CRA questions fit Kelly Pond, who founded Techstra Consulting in September 2025, serving banks, credit unions and loan funds, and directs engagements across financial forecasting, liquidity and CRE stress testing. At Nano Banc, Pond was Senior Vice President Strategy (2024-2025), CRA Officer (2020-2025), VP, Strategy and Analytics (2021-2024) and Credit Analyst (2018-2021).
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Mark Haberland
LinkedInExperience: Managing Director · Darling Consulting Group
Mark Haberland has been Managing Director at Darling Consulting Group since 1997 and was Director of Financial Analytics (Asset Liability Management - ALM) there (2006-2010), citing over 25 years in balance sheet and model risk management for community, mid-size and large banks. Haberland also sits on the California Bankers Association Enterprise Risk Management Committee. A fit for ALM and balance sheet risk questions.
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Neal Brauner
LinkedInExperience: Founder Principal · DV21 Advisory
Picking a digital banking system is where Neal Brauner fits best: Founder Principal at DV21 Advisory since 2018, helping banks and credit unions with strategic planning, data analytics, digital banking system selection and performance management and reporting design. Brauner was SVP Manager, Digital Banking & Business Intelligence at Bank of Hope (2011-2018) and Senior Vice President CFO at First Fed (2007-2009).
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Peyton Reed Patterson
LinkedInExperience: Principal · Peyton R. Patterson Consulting LLC
CEO and board level questions fit Peyton Reed Patterson, Principal at Peyton R. Patterson Consulting LLC since 2014, providing advisory support to financial services clients after more than three decades of leadership experience. Patterson was President and Chief Executive Officer of Bankwell Financial Group (2012-2014) and Chairman, President, CEO of NewAlliance Bancshares, Inc. (2002-2011).
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Steve Stanton
LinkedInExperience: Bank & Fintech Consultant Interim Leader · SOT Advisory
Hands-on interim leadership for banks, credit unions and fintechs across strategy, operations and technology is what Steve Stanton offers as Bank & Fintech Consultant Interim Leader at SOT Advisory since December 2024. Stanton 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). A fit when a bank needs an interim operator.
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Choose the right perspective
For exam preparation and board risk governance, the former examiners Carey Phillippi and Jason Clarke are the closest fit, and Jessica E. Seifer covers credit union regulatory readiness. Balance sheet and liquidity questions suit Mark Haberland or Kelly Pond, while Jim Dowiak, Steve Stanton, Neal Brauner, Peyton Reed Patterson and Brian Murrow bring operating, technology and executive views from inside banks and fintech partnerships.
Questions to take into the conversation
- 01What do OCC examiners look at first in a community bank's risk governance, and how should the board prepare?
- 02How should a bank set up liquidity and commercial real estate stress tests that its board will actually use?
- 03What should a credit union put in place before it approaches $10 billion in assets?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.