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2,400+ Clients since 2001 • $4.3+ Billion Raised

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

Business plan consultant in New York, NY
DeForrest has over 20 years of experience building businesses and driving strategic innovation in the consumer products, financial services, healthcare, higher education, media, and software...
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Jenifer Grant, MBA, Business Plan Consultant

Jenifer Grant, MBA

Business plan consultant in New York, NY
Jenifer has worked in finance, strategy, and marketing in various industries for over 15 years. In addition to third-party clients, she developed plans and implemented strategies for internal...
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Jimmy Lewin, Business Plan Consultant

Jimmy Lewin

Business plan consultant in Phoenix, AZ
Jimmy's experience includes over 40 years in international, commercial, and investment banking. He also spent nearly a decade as the principal shareholder and CEO of a rapidly growing manufacturing...
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Lee Muhl, JD, Business Plan Consultant

Lee Muhl, JD

Business plan consultant in Portland, OR
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...
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Eric Pickens, MBA, Business Plan Consultant

Eric Pickens, MBA

Business 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...
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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:

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