John has 20 years of diverse finance and accounting experience across a variety of industries, including Financial Services, Telecom and Media and Real Estate. He has served numerous clients as an auditor, investment banker and consultant, while also gaining valuable corporate experience as a Director of Capital Markets and FP&A.
John's primary focus over the past 10 years has been advising and assisting Banking clients on a variety of projects, including implementation of new accounting standards (including CECL), integration of acquired loan portfolios, migration of loan portfolio's to new servicing and accounting platforms, creation of robust models to support financial and accounting analysis and the establishment of risk assessment and internal control frameworks.
John has bachelor degrees in Accounting and Finance from the University of Maryland and an MBA in Finance from NYU. He passed the CPA exam in the state of Maryland and is a member of the Maryland Association of Certified Public Accountants.
Andrew has over 20 years of consulting and corporate experience in the financial services sector. He has a diverse set of experiences having worked in management consulting, accounting and credit/risk management functions.
Andrew started his career at First Virginia Banks, Inc. in their management rotation program before spending several years in corporate finance and operations at Lockheed Martin, where he was responsible for pricing, budgeting, operational reviews and performance improvement. Andrew then held a management role at Deloitte Consulting as part of the firms financial services practice. His focus was to help large institutions improve their accounting operations and processes through a shared services model. Andrew also led a large valuation team at Primatics, providing accounting and valuation-related services to banks. Finally, Andrew has consulted at several large secondary mortgage market enterprises and banks, providing operational accounting and compliance support.
Andrew holds a BA in Economics from the University of Virginia and an MBA in Finance from the University of Texas at Austin.