Building lasting partnerships through strategic insight and proven expertise
What gets measured, gets managed.
We've managed to deliver for our clients since our inception in 2021
Years Experience
Clients Served
On-Time Delivery
Client Retention
The principles that guide everything we do
We uphold the highest ethical standards in all our interactions and recommendations.
We embrace creative thinking and cutting-edge approaches to solve complex challenges.
We work collaboratively with clients, viewing their success as our own.
We deliver exceptional quality and value in every engagement.
President
Wearer of many treasury hats
Kevin has worked in Treasury his entire career, from various perspectives: corporate treasury, second line of defense, treasury technology, and advisory
He has recently rebuilt ILST models, overhauled stress testing frameworks, rewrote liquidity policies, and developed liquidity risk limits and EWIs
Kevin earned his MBA from Chicago Booth, BS from Indiana-Kelley, an expert in Excel, and builds full stack applications in SQL, python, ruby on rails