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 IIIBusiness plan consultant in 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....
Jenifer Grant, MBABusiness plan consultant in 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...
Charlie Kickham, MBABusiness plan consultant in 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....
Jimmy LewinBusiness plan consultant in 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...
Lee Muhl, JDBusiness plan consultant in Portland, OR & Los Angeles, CA
Lee Muhl’s consulting practice spans a number of industries and sectors. Lee works constantly in real estate, cannabis/agribusiness, and Internet content platforms, but his practice...
Eric Pickens, MBABusiness plan consultant in New York, NY
With over 20 years of experience as a COO, CFO, and board member, Eric has implemented, strengthened and led the financial and operational functions for companies engaged in investment...
Michael RobbinsBusiness plan consultant in 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...
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: