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…
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…
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…