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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.
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.
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.
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.
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