FINANCIAL SERVICES

OUR FINANCIAL SERVICES PRACTICE HAS WORKED EXTENSIVELY WITH CLIENTS IN RETAIL AND COMMERCIAL BANKING, SECURITIES BROKERAGE, WEALTH MANAGEMENT, ASSET MANAGEMENT, CREDIT AND DEBIT CARDS, STUDENT LENDING AND INSURANCE.

Our practice is comprised of financial industry veterans who held senior positions in banking, brokerage, cards, insurance, long-only and alternative investments, asset management and private equity.  Clients have engaged us to assist with a wide range of growth-oriented projects including product innovation, retail network optimization, customer segmentation and targeted marketing, online platform development, seeding and launching of new investment funds, and post-merger integration.

We have also worked with a broad range of financial institutions on performance improvement programs that have achieved significant revenue growth and cost reduction results. Our featured projects illustrate some of the types of opportunities we help private equity and corporate development clients address.

Retail / Consumer Banking
Business / Commercial Banking
Online & Mobile Banking
Private Banking & Wealth Management
Investment Brokerage
Cards: Credit, Debit, Stored Value
Student Lending
Mortgages
Insurance
Mutual Funds
Hedge Funds & Alternative Investments

Product Design & Roll-out
Retail Branch Optimization
Competitive Assessments
Benchmarking and Best Practice Alignment
Customer Segmentation and Targeting
Online Banking and Brokerage
Deposits and Lending
Credit Risk, Recoveries & Collections
Performance Improvement
Compensation and Incentives
Procurement Management

FEATURED PROJECTS
Private Banking Launch

Private Banking Launch

We led the design and development of a new Private Banking program for a regional bank, to expand relationships with their core business account customers.

Investment Product Innovation

Investment Product Innovation

Silver Ridge Advisors drove the development of a new personal investment product for a top 3 online securities brokerage, combining equity index exposure with fixed income liquidity.

Securities Brokerage Performance Improvement

Securities Brokerage Performance Improvement

Our team led a company-wide organic growth and performance improvement program for a top 5 U.S. securities brokerage, resulting in overall higher profitability and growth driven by expanded offerings.

FINANCIAL SERVICES CONSULTANTS
Daryl Twitchell

Daryl Twitchell

Managing Director

Daryl has over 20 years of experience in strategy consulting, new product development, business innovation, venture capital, corporate M&A, investments and marketing strategy, and is the founder of Silver Ridge…

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Ron Sheklin

Ron Sheklin

Managing Director

Ron has more than 20 years of experience in management consulting, strategic planning, product and market development, and innovation. He has assisted Fortune 500 clients as well as smaller, high-growth…

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Mark Argosh

Mark Argosh

Managing Director

Mark has been a senior advisor, investor, and partner to Fortune 500 and mid-size companies for more than 30 years. His work has focused on increasing shareholder value and growth…

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Inderpal Singh

Inderpal Singh

Managing Director

Inderpal has more than 20 years of experience in strategy consulting, business innovation, product development, startups, investments, systems integration, and strategic marketing.   He has worked with clients in financial…

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Peggy Twitchell

Peggy Twitchell

Managing Director

Peggy has more than 20 years of experience in project finance, financial structuring, business strategy, and financial modeling. Her industries include telecom, transportation, power, oil &gas, manufacturing, media, technology, philanthropy and…

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John Bachmann

John Bachmann

Vice President

John has more than 20 years of experience in consulting, web and digital media, product development, data analysis, sales and marketing strategy, and process engineering. He has been engaged by companies…

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John Davidson

John Davidson

Vice President

John has 20 years of experience in strategy consulting, finance, corporate development, M&A, JVs and alliances, product development and marketing. He has worked with Fortune 500 and startups in financial…

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Jeremy Rabson

Jeremy Rabson

Executive Advisor

Jeremy is an Executive Advisor to Silver Ridge. He is SVP, Chief Product Officer at Eastern Bank, where he oversees online banking, direct marketing and deposit products, and at Eastern Labs,…

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Jason Henrichs

Jason Henrichs

Venture Partner

Jason spent the last 20 years turning opportunities into scaleable organizations. He’s founded companies, advised growing companies, built a venture capital firm and helped large organizations remake their business through…

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