ellisBlair is committed to servicing Financial Services clients by helping Operations and Technology executives solve critical problems and "make things happen". We work with existing staff to ensure knowledge gain and continued stability when the task is complete.At ellisBlair, we help clients from all industries with a strong concentration in Payments & Banking. The focus of our engagements varies based upon client need. We have deep experience in:•Technology & Operations Executive Advisors– End State Definition – Talent Assessment– Comprehensive execution•Interim Management•Mergers, Acquisitions & Divestitures– Due diligence– Integration•Organization Redesign– Role definition– Handoff process & requirements– Key Performance Indicators– Cascading strategic plan to individual goals•Product Development Lifecycle– Business case process– Product prioritization– Resource allocation & tracking– Product implementation– Product End-of-Life strategy & execution

A bespoke advisory and delivery practice, led by seasoned operators, is focused on payment innovation, transformation, revenue growth & operating scale. From global banks and processors to vertical SaaS solutions and full-service payment platforms, we have created and implemented successful strategies and execution-based plans that deliver products, customers, revenue, and improved profitability. Private Equity Advisory Services * Optimize portfolio company for growth & develop exit strategies * Profitability tactics to expand margins while ensuring long term sustainability * Develop and test thesis for potential portfolio company investment, evaluate deal merits and diligence * Integration planning & executionCorporate Advisory Services * Accelerate product delivery leveraging & managing industry partners. * Drive Growth through executable market validated product development & technology delivery * Align sales & marketing tactics and plans to penetrate target markets * Bridge product & technology to customer activation resulting in revenue realization * International expansion planning & executionBoard, C Suite & Investor Advisory Services * Support management team with Board messaging and materials * Form and manage advisory council * Practical strategy formation, integration & execution * Succession planning * CEO & Board Advisors

• Remediated a non-scalable software application, database & infrastructure• Delivered new competitive products to the market as promised • Formed a stellar payments technology and product team • Built a comprehensive Enterprise Data Warehouse • Replaced all home built hardware • Rebuilt and integrated 2 disparate networks• Engineered a real time replicated system between 2 data centers for true instant fail over• Recruited and retained the best talent while executing right sizing employee plans• Migrated an integrated technology asset to a new provider with no negative impact to Operations• Executed substantial changes across the technology landscape with no down time while keeping transactions processing at the securest levelsResponsibilities included: Information Technology, Product, Operations & Call Center (Interim CIO for 1 year prior to joining as an employee)

Payments practice leader in financial services division.Assisting financial institutions on operational practices and challenges.IT department redesign - assessment of talent, new job functions defined and assigned, IT goals created & cascaded from corporate goals, KPI definition and assignmentPayments expert witness in a class action suitResolution Plans ('living wills") for financial institutionsPayment processor product assessments, recommendations and executionFinancial institution product profitability analysis