Most Recommended Bank Relationship Management Experts

9+ years PR and media relations experience. Now in the ultra-high-net-worth wealth management space with Fidelis Capital after years in the luxury goods and real estate sectors with Discovery Land Company, Casamigos Tequila, and Tiffany & Co. Have secured national coverage for Fidelis Capital in Barron's, Bloomberg, Crain Currency, Forbes, Kiplinger, Reuters, and the Wall Street Journal, along with trade coverage in Financial Planning, InvestmentNews, and WealthManagement.com. Fidelis Capital is a 5-star firm in Newsweek's 2026 list of America's Top Financial Advisory Firms. Subject matter experts at Fidelis Capital include: - Chris Gunster, CFA, Partner & Head of Fixed Income (previously Bank of America Chief Investment Office, oversaw $60 billion in assets; Forbes.com contributor) - Rick Simonetti, Founding Partner, CEO & Head of Wealth Planning (previously Wells Fargo Private Wealth Management's National Head of Wealth Planning; Kiplinger contributor) - Matt Michaels, CFA, CFP, Founding Partner & Co-Chief Investment Officer (previously Wells Fargo Private Bank Senior Private Wealth Portfolio Manager; deep expertise in private markets investing) - Neale Ellis, CFA, Founding Partner & Co-Chief Investment Officer (previously Bank of America Private Bank principal portfolio manager of Managed Active Core)

Baruch Mann is an independent financial expert and commentator focused on consumer finance, investing, and personal wealth decision-making. He specializes in analyzing banking products, credit cards, investment platforms, and alternative assets, helping consumers understand costs, risks, and long-term trade-offs before making financial decisions. With years of hands-on experience reviewing financial products and market offerings, Baruch is known for breaking down complex financial topics into clear, practical insights grounded in real use cases and data. His work emphasizes transparency, fair comparisons, and consumer-first analysis rather than promotional narratives.

I'm a specialist commercial finance broker with 16 years of experience helping Australian business owners access commercial property finance. As founder of Smart Business Plans, I've overseen $550 million in commercial finance across more than 3,300 clients, with a 92% approval rate working across a panel of 60+ specialist lenders. My expertise sits at the intersection of commercial property, business finance, and wealth strategy — particularly for small to medium business owners looking to buy their own premises, invest through their SMSF, or fund development projects. I work exclusively in the commercial space, which means I specialise where the major banks often can't or won't go. I'm also the author of The Premise Effect (2026), which makes the case for why Australian business owners are leaving millions on the table by renting rather than owning their business premises. I'm available to comment on: commercial property finance, SMSF borrowing, business lending, commercial mortgage rates, Australian property market trends, and small business wealth building.

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

With over 24 years of hands-on experience in trade finance and banking, I help businesses navigate the complexities of International Trade with confidence. My expertise covers the full spectrum of Letters of Credit (LCs)—including Documentary Credits, Usance LCs, Back-to-Back LCs, and Standby LCs—ensuring every transaction is smooth, compliant, and risk-mitigated. I work closely with exporters, importers, banks, and logistics providers to bridge gaps and streamline cross-border deals. My knowledge spans Finance, Accounting, Banking, UCP 600, ISBP 821, Incoterms 2020, and the latest in Trade Finance—from blockchain-enabled LCs to electronic documentation platforms. Over the years, I’ve guided exporters, importers, SMEs, and entrepreneurs as they expand into international markets. Whether you’re already trading globally or just starting your export journey, my goal is to provide expert guidance and practical tools to help you reduce risks and seize opportunities in global trade. Trade Finance & LC Risk Specialist | UCP 600 Practitioner AVP & Operations Manager with 24+ years in banking. Publishes practical insights on documentary credits, discrepancy risk, and LC operations. Available on: 🌐 Inco-Terms Blog: https://inco-terms.blogspot.com/ 🔵 Medium: https://medium.com/@kstanvir

Steven Leitman is Managing Partner of Consulting Resource Group (CRG), a payments consulting and platform firm that helps issuers, acquirers, and BIN sponsors improve profitability through network (scheme) fee optimization, interchange economics, and disciplined cost governance. CRG's Payment Economics practice (CardTraq) includes a suite of platforms designed to manage Visa and Mastercard network fees, interchange performance, and ongoing network rule changes. CRG works with some of the largest global issuers and acquirers. His work focuses on the economics beneath card programs: Visa and Mastercard network (scheme) fees, pricing structures, interchange qualification, and the hidden cost drivers that materially impact P&L. A core theme is making network compliance measurable and continuous, with data structures, governance models, and platforms that provide ongoing visibility into compliance-driven cost, risk, and fee leakage rather than relying on one-off interpretation exercises. Steven brings hands-on experience from senior roles at Visa, American Express, and Deloitte Strategy. He publishes regularly on LinkedIn on Visa and Mastercard fee changes, interchange reform, and network compliance. https://www.linkedin.com/in/steven-leitman/

Senior Vice President and Director of Diversity and Inclusion at BOK Financial - Leading Diversity & Inclusion, Engagement, Executive Coaching, and Mentoring – Strategic forward thinking executive. She is passionate about establishing relationships and collaborating to facilitate cross cultural dialogue and establish inclusive environments. She helps people and companies learn, change, and lead. Her proven track record includes transforming organizations by operationalizing strategies and executing large scale, human capital initiatives. Janet earned an MBA from St Edwards University in Austin Texas. Her extensive certifications include DEI in the Workplace Certification, the Prosci Change Management Certification, Neuroscience Brain Based Coaching Certification, Certified Strength Finder Practitioner, Certified Professional Coach, Arbitrator, Mediator, and Strategic Workforce Planning.

Conor Keenan, AWMA®, is the Co-Founder of CompareAccounts. For over a decade, his personal finance work has been seen in major outlets like WSJ, Reuters, Forbes, CNN, Yahoo News, and Fox News. As an Accredited Wealth Management Advisor, a professional designation formally recognized by FINRA, Conor is passionate about breaking down complex financial topics so readers can confidently make the best decisions for their money. He is based in Loveland, Colorado.

Shaun Bettman is a highly experienced mortgage broker. Shaun is a Chartered Accountant and former KPMG Corporate Finance Senior Executive where he worked for over 9 years. After KPMG Shaun joined QBE and was a Senior member of the Corporate Development team. After QBE Shaun decided to pursue his mortgage broking business on a full-time basis. Shaun provides his clients and referral partners with a highly professional service and this is evidenced by the positive testimonials received on google (https://bit.ly/2KuW6MX). Through Shaun’s corporate career he has formed valuable relationships with influential individuals in banks and this enables him to get more deals approved, negotiate lower interest rates as well as provide a more seamless experience for his clients. If you want to work with a highly qualified, highly professional individual who will help you find the right solution then Shaun is worth contacting.

Shaun Bettman is a highly experienced mortgage broker.Shaun is a Chartered Accountant and former KPMG Corporate Finance Senior Executive where he worked for over 9 years. After KPMG Shaun joined QBE and was a Senior member of the Corporate Development team. After QBE Shaun decided to pursue his mortgage broking business on a full-time basis.Shaun provides his clients and referral partners with a highly professional service and this is evidenced by the positive testimonials received on google (https://bit.ly/2KuW6MX). Through Shaun’s corporate career he has formed valuable relationships with influential individuals in banks and this enables him to get more deals approved, negotiate lower interest rates as well as provide a more seamless experience for his clients. If you want to work with a highly qualified, highly professional individual who will help you find the right solution then Shaun is worth contacting.

CA Prateek Mittal is a seasoned financial expert and IBBI Registered Valuer with over two decades of experience in business valuations, corporate finance, and strategic advisory. As the Director of Valuations at [FinVal Research & Consultancy](https://finvalresearch.in), he specializes in delivering high-authority compliance and advisory solutions, including ESOP valuations, corporate guarantee valuations, and startup advisory. A thought leader in the evolving corporate landscape, Prateek frequently publishes insights on cutting-edge industry shifts, from integrating AI and Big Data into valuation practices to navigating ESG compliance risks and supply chain crises. Alongside his valuation expertise, he serves as a Virtual CFO, helping businesses optimize their financial strategies, secure fundraising mandates, and drive operational efficiencies. --- ### Key Media Angles & Topics I Can Comment On: * Regulatory & Compliance Valuations: Deep dives into ESOPs, Corporate Guarantees, and international accounting standards. * The Intersection of Finance & Tech: How AI, big data, and automated tools are transforming modern valuation models. * Startup Ecosystem & Fundraising: Strategic structuring, mid-market growth challenges, and investment readiness. * Risk Management: Evaluating ESG compliance risks and implementing Virtual CFO frameworks during economic volatility.

Christopher Zoukis, JD, MBA, is a nationally recognized federal prison expert. He serves as Managing Director at Elizabeth Franklin-Best P.C. and Zoukis Consulting Group, where his federal criminal defense practice focuses on federal appeals, post-conviction relief, compassionate release, clemency, and Bureau of Prisons policy matters. Mr. Zoukis is the author of six books on federal criminal defense and prison policy, including The Habeas Citebook: Ineffective Assistance of Counsel (Prison Legal News Publishing, 3rd ed. forthcoming 2025), Federal Criminal Defendant’s Handbook (Middle Street Publishing, forthcoming 2025), Directory of Federal Prisons (2020), Federal Prison Handbook (2017), Prison Education Guide (2017), and College for Convicts (2014). His Federal Prison Handbook received numerous awards, including the Reader’s Favorite Book Awards Gold Medal, the Next Generation Indie Book Award, and the Chanticleer Book Awards Instructional & Insightful Nonfiction Award. College for Convicts received the Eric Hoffer Book Award’s Montaigne Medal for the most thought-provoking book of the year. Mr. Zoukis earned his Juris Doctor from the University of California, Davis School of Law, where he served as Articles Editor of the UC Davis Law Review and received both the Witkin Award and Reynoso Award for Academic Excellence. He also holds an MBA and a BA in Interdisciplinary Studies from Adams State University. Major media outlets regularly seek his expertise. He has been quoted in CNN, Fox News, ABC News, Associated Press, USA Today, The Washington Post, The Guardian, Bloomberg Law, and Vice News, among others. He has contributed articles to the Huffington Post, New York Daily News, Prison Legal News, and Criminal Legal News. Mr. Zoukis’s Prison Law Blog was named a Top Law Blawg by the American Bar Association, and he was a finalist for the Society of Professional Journalists’ Mark of Excellence Award. He has assisted hundreds of clients with federal prison preparation, in-prison advocacy, and reentry matters, and is considered a leading voice on federal prison policy nationwide. Learn more about Chris at https://federalcriminaldefenseattorney.com/about/christopher-zoukis-federal-prison-consultant/

For over two decades, I’ve led high-impact teams at the intersection of technology, banking, and innovation. After launching my career in corporate finance, I found my calling in the fast-paced world of fintech and digital transformation. Most recently, I led global sales and account management for the Banking and Capital Markets vertical at Endava (following its acquisition of Levvel), where I oversaw a $200M+ book of business and a team spanning the U.S., UK, Europe, APAC, and MENA. I drove double-digit growth year over year, reengineered sales strategy, and helped global financial institutions modernize legacy systems, embrace cloud adoption, and deliver next-gen customer experiences. I'm a U.S. Navy veteran, the co-author of "A Dragon Walks into a Meeting: A Tactical Guide to Client Management," and co-host of The Account Management (a tactical guide to success) podcast.

Payments expert. Previously worked for a multinational payments consultancy but in 2025 left to form new firm focussing on UK merchants. Wide understanding of payments in US, UK and Europe - from a commercial (i.e. not technical) aspect. Costs, interchange fees, scheme fees, acquiring/processing fees, market trends. Have previously contributed to building a business which had a nine-figure PE investment.

I'm a credit officer who happens to think like a deal-maker. After 34 years in credit, mortgage, and equipment finance, I've learned that the best financing solutions come from understanding both the numbers and the business behind them. As Chief Credit Officer and President of Equipment Leases at Commercial Funding Partners, I lead credit and underwriting operations for a portfolio that's grown from $15 million to nearly $100 million annually, with clear sight lines to $300 million. My role sits at the intersection of rigorous credit analysis and flexible deal structuring, which means I spend my days solving financing challenges that traditional banks simply can't accommodate. Here's what that looks like in practice: We fund 100% of equipment projects so companies can preserve working capital. We manage vendor deposits and progress payments directly, including international transactions in euros, removing cash flow strain during long equipment builds. We structure deals for clients who've hit exposure limits with their banks, allowing them to maintain those banking relationships while still accessing the capital they need to grow. Most of our transactions range from $250,000 to $25 million and support revenue-generating equipment in manufacturing, construction, pharmaceuticals, and other industries where the right asset makes the difference between winning a contract and walking away from it. We typically approve leases in 10 to 14 days, and even complex, multi-million-dollar deals close within a few weeks. What sets our approach apart is the team mentality. Clients don't get a rigid lender relationship. They get a credit partner who understands their cash cycles, their vendor timelines, and their growth plans. My team works cross-functionally (credit, sales, documentation, accounting) to deliver financing that's both sound and practical. I'm actively involved with ELFA, NEFA, and AACFB, and I've been recognized as a Top Woman in Leasing and with the AACFB President's Award. These aren't just credentials. They reflect a commitment to advancing the industry and building financing structures that help mid-market companies compete and scale. If you're a CFO or business owner dealing with bank exposure caps, international vendor payments, or the need for 100% project funding, let's talk. I'm here to structure deals that work.

Experienced Human Resources executive with a demonstrated history of progressive leadership in banking, energy and healthcare industries. Skilled in Employee Relations, Talent Acquisition, Business Process Improvement, Workforce Analytics and Succession Planning.

Most business owners build successful companies long before they build the financial infrastructure required to scale, raise capital, or exit. That gap is where I operate. I’m the Founder of Golden Tree Capital Architecture, a firm that helps business owners design the financial infrastructure behind their companies through CFO-as-a-Service, tax strategy, and capital structuring. Our work focuses on companies that are: • Scaling rapidly • Preparing for capital raises • Navigating complex tax and financial structures • Planning for an exit or liquidity event Through Golden Tree, we help owners implement what I call Capital Architecture — the strategic design of financial systems that support long-term growth and wealth creation. This includes: • CFO-as-a-Service for growing companies • Advanced tax planning and entity structuring • Financial modeling and capital strategy • Exit and succession planning • Coordination with RIAs, attorneys, and investment partners Our clients range from founders and family-owned businesses to middle-market industrial companies and advisory firms seeking deeper financial strategy. Before launching Golden Tree, I worked inside large financial institutions and spent years advising entrepreneurs across multiple industries including manufacturing, technology, logistics, and professional services. Today, our mission is simple: Help business owners turn financial chaos into financial architecture.

I founded Commercial Funding Partners in 2012 with a clear mission: build a performing portfolio of customers who return because we treat them right and help them grow responsibly. After six years at a competitor and seeing how customers were often handled at deal end, I knew there was a better way to do business in commercial equipment finance. We’re a national direct lender with capacity from $250,000 to over $100 million per project, serving manufacturers, contractors, healthcare providers, transportation companies, and others across the U.S. What sets us apart is speed paired with judgment. Our small, senior-level finance committee allows us to make decisions quickly—often the same day—and months faster than SBA processes, where time value often outweighs minor rate differences. We listen to the story behind the balance sheet and underwrite context, not just numbers. We structure real-world solutions through progress funding, 100% project financing, sale-leasebacks, and tax-aware terms that banks often can’t provide. We don’t do deals we wouldn’t sign ourselves. Over 40% of our business comes from repeat clients, many with long-standing relationships that improve with each transaction. I’m active in industry leadership with ELFA, NEFA, and AACFB, where I chaired the Education Committee for four years and received the President’s Award. Before CFP, I worked at IBM and helped manage and grow Plumbers Supply Company through its acquisition by Wolseley. I hold a BS from the University of Utah and an MBA from Westminster College. Our goal is simple: be the first call for our customers and help great businesses grow smarter and faster.

Peter Reagan is a respected financial strategist at Birch Gold Group with more than 15 years of experience in the precious metals market. His market commentary has been featured in outlets including Newsmax, ZeroHedge, and GoBankingRates. At Birch Gold Group, he helps investors understand how gold and other precious metals can strengthen long-term financial security. His clear guidance and commitment to education have made him a trusted voice in an evolving economic landscape. Known for his practical approach and genuine commitment to investors’ success, Peter makes financial concepts feel accessible and empowering. He brings clarity to uncertainty, helping people make confident decisions about their future. Whether sharing insights in the media or supporting clients one-on-one, he remains focused on education, integrity, and building lasting trust with those he serves.

Kevin Rodriguez is the Founder & Broker of MortgageToday LLC, a modern, tech-forward mortgage brokerage built around the mission of delivering Borderless Mortgages and Modern Lending Solutions. After spending several years as a digital nomad and now living abroad as an expat in Bangkok, Kevin built his company on the belief that the mortgage industry must evolve to serve the borrowers of today—not yesterday. He specializes in alternative underwriting, DSCR strategies, and Non-QM lending, with a focus on innovative, technology-driven mortgage solutions. Kevin frequently provides commentary on modern lending trends, the future of mortgage technology, and the shift away from traditional underwriting. MortgageToday’s philosophy is simple: We find a “Yes” when others say “No.” NMLS #1959152 | #2727066