I have worked with the following financial institutions on acquisitions/conversions, new product launches, product sales, account activations, retention campaigns, and/or strategic planning. Products include IRAs, payroll processing services, home equity loans and lines of credit, I-shares, bank cards, small business products, and personal banker accounts.

• Bank of America
• Barclays Global Investments
• Charles Schwab
• Citibank
• Fleet/BankBoston Financial
• Wells Fargo Bank
• ANZ Bank (Australia)