FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is based on the expected outcomes for the project / contract. We provide a fair market price taking a long term perspective.
- What is your typical process for working with a new customer?
We start with a discovery conversation to understand the client business and formulate a strategy that is clearly articulated to the client for alignment.
- What education and/or training do you have that relates to your work?
The CEO is an experienced finance executive with deep understanding of capital markets, corporate finance, overall business strategy and has over 15 years of investment banking, finance and business management experience supporting market businesses across multiple asset classes i.e. credit, interest rates, commodities, real estate, equities, fixed income and foreign exchange. He served as a CFO Business Manager VP for JPMorgan Chase & Co Amenity and Business Services Organization and recently headed the Technology Finance Center of Excellence(COE) of Chubb Insurance, a global property and casualty insurance company, with oversight of finance digital transformation, Strategic Planning, Technology Business Management and Executive Reporting. He focuses on business strategy with an exceptional technical skill that results in significant cost savings for businesses through automation and balance sheet optimization. He is an FCCA, MCSI with an MBA from Delaware State University and a Bachelor of Applied Accounting from Oxford Brookes University. Other team members have CPA designation.