Banking / finance/ Consulting

15 years of experience in Banking and Finance and have successfully closed 594 financial transactions with business owners, high-level executives and corporate relocation.

In-depth experience with the Emergency Economic Stabilization Act of 2008, Troubled Asset Relief Program (TARP) of 2009, and the Dodd–Frank Wall Street Reform and Consumer Protection Act of 2010.

Strategic partnerships are reshaping the modern business landscape, playing a pivotal role in driving growth and expanding market reach.

What sets strategic partnerships apart from other types of collaborations is the depth of their commitment and the scope of their ambition.

Strategic partnerships can begin in all sorts of ways. Strategic collaborations allow partners to reduce expenses, grow their business, and achieve their goals.

Referral Agreements are legal contracts that outlines a partnership between a service or product provider and a referral party. The referral party recommends the service or product to potential customers in exchange for compensation, such as a commission on sales.

Leads Agreements are common in the banking and finance industry where acquiring new customers is essential. They help both parties establish clear expectations and minimize misunderstandings regarding the value and handling of sales leads.

Marketing Services Agreement (MSA) in the banking industry are contracts between a bank (or financial institution) and another party (such as a marketing firm, vendor, or sometimes another financial service provider) that outlines the terms and conditions for the provision of marketing services. 

These services might include advertising, branding, customer acquisition campaigns, promotional activities, or other marketing-related tasks aimed at promoting the bank's products and services.

Origination Services Agreement (OSA) in banking are contracts between a financial institution (such as banks, credit unions, or mortgage lenders) and a third-party service provider that outlines the terms and responsibilities for providing services related to the origination of loans or other financial products. 

Origination refers to the process of creating, processing, and underwriting new loans, such as mortgages, auto loans, personal loans, or business loans.

Request for Proposal (RFP) in the banking industry is a formal document issued by a bank or financial institution to solicit proposals from vendors or service providers for a specific product, service, or project.

The RFP outlines the bank's requirements, objectives, and criteria for selecting a provider, allowing potential vendors to submit detailed proposals demonstrating how they can meet those needs.