Providing fintech management consulting services to institutional clients around the world. Cartan helps organizations unite sound business strategy with a powerful technology engine to deliver unprecedented value. We work hard to develop strong and lasting relationships with our clients and position them for sustainable success.

- Introduced and spearheaded the daily reporting of regulatory capital adequacy, financial statements, banking activity, and client statistics that drives day-to-day management of asset allocation- Provided business intelligence and management reporting to senior executives; proposed revised fee schedule that increased annual revenues by $300K and prepared board presentations for multiple Caledonian entities- Identified and recommended improvements for core and online banking systems; core banking system changes increased annual revenues by >$500K and streamlined online outgoing wire process saved 5 work hours per day - Created financial models to evaluate NPV / IRR of real estate investment opportunities in the United States, resulting in 5 separate investments totaling >$10M- Supervised and administered the loan portfolio including payment collection, past due reporting, and portfolio statistics; cost savings of >$100K per annum from external consultant - Managed special bank projects including implementing a new centralized project management and task system, transitioning clients to a new online banking system, and leading operational change management initiatives

- Built financial models and comparable tables to evaluate natural resource investment opportunities and prepared investment pitchbooks for private placement transactions ranging up to $200m; successfully raised $2m for a junior copper explorer- Managed and streamlined the P&L reporting process and delivered detailed reporting on portfolio returns, performance attribution analysis, and benchmark comparisons- Created marketing presentations and fund investment reports for senior management to present to high net worth individuals, family offices, sovereign wealth funds, and other financial institutions