Bringing Our Expertise to Support Your Strategic Objectives

Seasoned, senior leaders with a kaleidoscope of referenceable skills that are hard to find in a flooded job market

Subject Matter Expertise

  • Asset Management

  • Capital Markets

  • Insurance

  • Insurtech, Fintech

  • Finance Transition

  • HR Transition

  • Re-Insurance

  • Closed Block Conversion

  • Consumer and Commercial  Lending.

  • Credit Originations and  Collections.

  • Risk Portfolio Management

  • Bank Asset portfolio sales

M&A Transition Execution (Acquisitions, Divestitures, Strategic Partnerships)

  • Confirmatory to Close;

  • Deal Model Input Validation (SGA);

  • TSA Rationalization and Development (with Legal)

  • Day1 to TSA Completion; Target Operating Model Refinement;

  • Transition Governance and Performance Monitoring;

  • Stakeholder Management;

  • Regulatory Facilitation;

  • Transition Office Setup and Management,

  • Workstream Management,

  • People On-Boarding/Off-Boarding,

  • Complex Situations

Transformation Execution

  • Greenfield Initiatives (Plan, Operationalize, Complete)

  • Outsourcing Execution and Transfer of Assets, People, Technology

  • Board Risk Assessments: SOC1, SOC2, Resiliency, Operational Risk, 3rd Party

  • AI Adoption; Future State Risk Frameworks

  • System Migration

  • Transformation Governance with Protective Guard Rails

  • Rationalize and optimize controls and alignment with KPI and KRI’s

  • Develop Plans, Schedule, Budgets, Impacts

Testimonials

“We did some great work together on the CS&D team at TIAA!”

-Russell Noles - Former, EVP Corporate Strategy and Development TIAA, Corporate Director of the year 2024 (Savoy Magazine)

Albert is a effective global operating executive that gets things done. With a great blend of operational excellence, digital and business transformation experience, he is the leader to handle complexity and M&A transactions as well as other Corporate digital Initiatives. We've had the pleasure of working together on several engagements and we've become longtime friends.

-Mark Minevich - Chief AI Officer | C-level | Strategist | Venture Capitalist | ex-IBM ex-BCG | Board member | Best Selling Author | Forbes Columnist | AI Startups | Founder of most influential think tanks

“ Ivan has distinguished himself with his deep expertise in Consumer Banking, strong leadership skills, and unwavering work ethic. These qualities enabled him and his team to deliver exceptional results. His ability to navigate organizational complexity and provide strategic insights into key risk issues very quickly established him as a leading Operational Risk Management thinker at Citi. Ivan has continued to excel in senior risk management roles at leading financial institutions, including Banco Santander and Guardian Life. Over the years, he has served as a valuable industry contact, offering insights that helped me stay informed about industry developments. These exchanges also provided him with opportunities to refine his ideas by gaining an outsider’s perspective”

-Raj Mittal - Ex-Citibank Investment Bank Risk MD

Albert worked with me to execute the transition phase of our strategic partnership with Guardian, resolving complex decisions, joint work and, designing an effective governance framework between both companies.  It was a pleasure working with Albert.

-Chief Operating Officer, Transition Leader - HPS Partners

Contact

Feel free to contact us to set up time

Email
albert.eng@ctt2sq.com