David Samuels Email & Phone Number

David is an expert in managing global businesses that supply transformational solutions to organizations serving the financial services industry, with deep knowledge of bringing software, consulting, data driven analytics, and "operate" solutions to market. With over 30 years of experience, he has spent extensive time in Asia, Europe, and the Americas assisting financial institutions of all sizes with risk management, compliance, credit and operational efficiency matters, including applying intelligent workflows, AI and outsourcing to drive scale, optimization and cost efficiency.David is currently the Chief Executive Officer of Treliant LLC and a Senior Advisor to Vistria, the company’s primary shareholder, with responsibility for setting and executing the firm’s long-term strategy and creating value for stakeholders.Prior to joining Treliant, David was Managing Director and Market Segment Leader at Promontory Financial Group, an IBM company. Previously, David was Global Managing Director and Head of the Risk Solutions and Analytics business at S&P Capital IQ, Chief Operating Officer and Global Head at ERisk, an Oliver Wyman spinout, President and CEO of Bankers Trust Zoologic, and Global Head of Field Operations at CATS Software. David holds a BS in Finance and Management Information Systems with a minor in Computer Science from the University at Albany, School of Business.He writes and speaks frequently on transformation, risk management and compliance topics and is also active in various professional and nonprofit organizations.

Listed skills include Risk Management.

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  University At Albany