Financial Services:

Ed Weinstein.
Over the past 25 years, Ed has developed and run more than 500 studies in financial services including a 35-country multi-year study of trade banking and a 15-year study of corporate treasury management. Ed’s clients have included most of the world’s largest banks, as well as a cross-section of other financial institutions and regulators. He has conducted international projects on behalf of Fidelity, Citigroup, ABN-Amro, IOSCO, BNP Paribas, Deutsche-BT and many others. His domestic clients have included most major financial institutions and industry associations, as well as a cross section of domestic regulators. Ed holds a PhD in Measurement & Evaluation (Applied Statistics) and is also a licensed Industrial Psychologist.

Jim Thompson is a senior bank executive with over thirty years of experience as an international banker with active involvement in all aspects of trade finance, institutional sales, electronic banking and overseas branch management. He spent 16 years abroad working in Belgium, Zaire, Philippines, Singapore and France and has negotiated deals in over 50 countries. Among his other roles, Jim was in charge of Trade in the Americas for BNP Paribas.  Jim has an MBA in International Business.

Brian McArthur has been a leading member of the Canadian treasury management community for over thirty years. His key areas of expertise include cash management, strategic sales, relationship management, training and professional development. He is best known for his sales management skills, which have earned him several awards and national recognition. Brian began his career at Royal Bank of Canada and later moved to Citibank to assume the role of VP Cash Management. He rejoined RBC, where he held the positions of National Sales Manager and VP Treasury Management. Brian is a Past President and Director of the Treasury Management Association of Canada.

Ben Sevilla is an associate based in Manila, who works with The Brondesbury Group on its Asian projects.  Ben is a former bank CEO (Bank Boston-Philippines) with extensive bank experience in the USA, Europe and Asia.  He has 20 years of hands-on experience in bank risk assessment, correspondent banking and trade finance.  He created, set-up & managed five high-end, Philippines outsourcing operations for Financial Services.  Ben is past Chairman of the Offshore Bankers Association of the Philippines.  He holds an MBA from Columbia University in New York.

Ken Moore.  During his career in Finance, Ken held progressively senior roles in Investment Banking and Institutional Sales, with a focus on Technology, Aerospace and Biotechnology sectors.  As a Vice President of Investment Banking, Ken was responsible for deal origination, structuring, execution and closing.  He led teams through all aspects of private, IPO, and public-company financings, as well as M&A transactions in both Canada and the US.  As a partner and Vice President of Institutional Sales, Ken acted as Branch Manager in Canada and Securities Principal for the US.  Ken has an MBA and a Baccalaureate Degree in Mechanical Engineering.  He has completed the NASD Series 37, 63 and 24 exams, as well as the IDA’s CSC, CPH, PDO and Branch Manager Courses.

Neil Story brings over 20 years experience as a banking executive to the business. Neil began his career as an FX and money market trader in London. He later became Head of the Eurobond settlement group and Head of institutional Eurobond sales for a major international bank. Neil has also worked as an investment manager and a credit analyst, as well as working in correspondent banking, cash management and trade. He also served as Deputy Operations Manager for a US bank subsidiary. Neil’s recent work also involved development of new initiatives for Smart cards and debit cards. Neil regularly authors articles for financial services publications.

Wayne Boyle is a senior finance professional with over 20 years of experience in finance, treasury management, financial system design and implementation. As VP & Treasurer of a Top 500 company, Wayne was responsible for implementing many significant changes, including implementation of a new cash management system and management of the company’s credit agreements with its banks.

Lori Bottrell. Lori is a research consultant with a specialization in project management, focus groups and analysis of qualitative data. Overseeing the day-to-day activities of fieldwork and specially trained in N6 software for qualitative analysis, Lori provides unique insights into our interview findings. She also interviews senior level respondents and opinion leaders and plays an active involvement with study design and development. Her scope of fieldwork spans national and international boundaries that often involves managing diversity in language, culture and business practices.  Over the last four years, Lori has participated in well over 30 projects including several studies on electronic banking and global trade.  

Dina Al-Saffar. With a degree in Applied Quantitative Information Technology and a Diploma in Operational Research, Dina is a research consultant with a focus on quantitative analysis and the use of online databases for intelligence gathering.  She is also experienced in modeling and simulation work.  In addition to her analytic work, Dina co-authored several studies, including a global trade outsourcing study.  Prior experience includes work as an e-commerce tele-consultant on behalf of Microsoft b-Central.

Colleen Watson. Colleen has over 20 years of business experience in Canada and in the U.S. She has held management positions at CIBC, American Express and Burns Fry Limited. As a Partner at Burns Fry, she was Vice-President and Director - Human Resources and a member of the Senior Planning Committee. Colleen has completed the Canadian Securities, Registered Representative, Partners, Directors and Officer Accreditations. She is Past Chairperson for the Investment Dealer’s Association Compensation Committee.

Brian Woolsey. After a career in the Public Service and subsequent work in the insurance industry, Brian has worked extensively with The Brondesbury Group. He has interviewed both buyers and sellers of financial services around the globe as part of this work. During his career in the public service, both federally and provincially, Brian successfully developed and executed business plans aiming to improve communication with the public. In the latter part of his career, Brian’s work focused on creating public and private sector joint ventures. His understanding of the public and private sector is integral to his work with The Brondesbury Group.

Denis Taylor. Denis brings over 30 years experience in the financial services industry to his work at The Brondesbury Group. In his career working in the life insurance industry, Denis focused on the marketing of group benefits, including life, health and retirement products. In recent years, Denis has worked on a wide variety of projects in financial services focusing on product development. He has authored courses for training professionals on group products and has worked with a major bank to market life insurance products for businesses.



 

 
     



 

The Brondesbury Group, 144 Front St. West, Suite 650, Toronto, Canada, M5J 1G2
Tel: 1.416.585.2414 
●  Fax: 1.416.979.9159    email: info@brondesbury.com