With over 30 years in financial services including Operations, Employee Training & Development, and Executive Management services, Brad brings his knowledge and experience to the Strategic Consulting role here at Engage fi.
In conversions, Brad’s expertise ranges from Core conversions across multiple core vendors, Digital Banking, Lending Operation Systems, Finance, Process Improvement, and Risk Management. Brad started his consulting career with Koran Consulting in San Diego and in recent years has celebrated success with Next Step and Cornerstone Advisors as a Senior Consultant in Project Management and delivery, and now have the privilege to be working for and with the team at Engage fi.
Brad’s favorite two words are Palms and Coast, hence why his family lives on the barrier Island of Palm Coast, Florida enjoying the warmth of the sun after being born and raised in Minnesota. He enjoys sailing and yachting with friends and family; both on the river and ocean. Brad and his family are Foodies, looking for their next culinary adventure, traveling, and Bond movies. In short, Brad is enjoying life with his wife Ivy of 28 years with their 3 grown children…all girls.
Brad’s Fun Facts
Favorite All-Time Song: Shotgun – George Ezra
Favorite Cities: Palm Coast, , New York, San Diego
A trait that best describes me (in one word): I say Genius, and my kids say Annoying
Dream Job (besides the one I have now): Sun tester on any warm climate beach with palm trees or Boat Captain
Favorite Movies: All Bond Movies