skip to Main Content
Menu
Established in 2001  •  $4.3+ Billion Raised  •  2,000+ Clients

Financial Services Industry Experience

Our experience in financial services, either as consultants, entrepreneurs, or employees in the industry, includes the following:

Note: Some items reflect experience gained prior to joining Cayenne Consulting. Cayenne does not offer services that require licensing or registration with the NASD or other authorities.

Read testimonials from our financial services industry clients.

Why Choose Cayenne? Nine Great Reasons!

Financial Services Business Plan Consultants

Our team of financial services specialists includes the following consultants:

DeForrest Borders III, Business Plan Consultant

DeForrest Borders III

Principal Consultant
New York, NY
DeForrest has over 20 years’ experience building businesses and driving strategic innovation in Consumer Product, Financial Services, Healthcare, Higher Education, Media, and Software industries....
Read More
Jenifer Grant, MBA, Business Plan Consultant

Jenifer Grant, MBA

Principal Consultant
New York, NY
Jenifer has been involved in finance, strategy, and marketing in a wide variety of roles and industries for over 15 years. In addition to third-party clients, she developed plans and implemented strategies...
Read More
Charlie Kickham, MBA, Business Plan Consultant

Charlie Kickham, MBA

Principal Consultant
New York, NY
Charlie brings 17 years of experience in finance, strategic partnership development, organizational restructuring, real estate development, and business development to Cayenne Consulting. Charlie's experience...
Read More
Jimmy Lewin, Business Plan Consultant

Jimmy Lewin

Principal Consultant
Phoenix, AZ | Deer Valley, UT
Jimmy's background includes over 40 years in international, commercial, and investment banking, and nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing and distribution...
Read More
Joan Morgen, MBA, Business Plan Consultant

Joan Morgen, MBA

Principal Consultant
Phoenix, AZ
Joan is committed to the belief that challenges can be turned into opportunities when companies recognize they should seek expert advice before they are at that pivotal juncture facing critical decisions....
Read More
Lee Muhl, JD, Business Plan Consultant

Lee Muhl, JD

Principal Consultant
Portland, OR & Los Angeles, CA
Lee Muhl’s consulting practice spans a number of industries and sectors.  Lee works constantly in real estate, entertainment content and Internet platforms, but his practice over the past decade...
Read More
Eric Pickens, MBA, Business Plan Consultant

Eric Pickens, MBA

Principal Consultant
New York, NY
With over 20 years of experience as a COO, CFO and board member, Eric has implemented, strengthened and lead the financial and operational functions for companies engaged in investment management, real...
Read More
Michael Robbins, Business Plan Consultant

Michael Robbins

Principal Consultant
Seattle, WA
Michael Robbins has over 25 years of experience in financial services and he has contributed to the capitalization of 500 companies that raised hundreds of millions of dollars. As an investor relations...
Read More
Adam T, Business Plan Consultant

Adam T

Principal Consultant
San Francisco, CA | São Paulo, Brazil
Adam has broad experience in new ventures and investor relations. His experience includes the positions of President/CFO at W2 Energy Development Corporation, CFO at Santa Cruz Guitar Company, and Senior...
Read More

I'd Like to Speak With a Financial Services Business Plan Consultant!

If you'd like an assessment of your needs and a fee estimate, please let us know how to reach you:

Leave blank if outside of the United States
Back To Top
×Close search
Search