Team

Coronado Bridge, San Diego, California, USA

We help our clients achieve their goals by leveraging the subject matter expertise of our client’s existing team. We deploy small teams or individual contributors for hands-on delivery, facilitation of participation by members of the client’s team and to ensure knowledge transfer across the engagement.

Together with our partners, we are able to draw upon a wide pool of technical and subject matter expertise to deploy a team with the appropriate combination of skills and experience to satisfy each engagement’s specific needs.

Founder: Dan Shalev

Dan Shalev (originally Dan Roberts) combines two professional backgrounds obtained over 20 years of consulting and financial services experience to help clients identify, design and implement solutions to enhance risk and governance capabilities, especially through the use of data. Dan’s background includes extensive experience as a risk practitioner which enables him to understand risk and control framework problems from a practitioner’s perspective. A second career path followed between roles as a practitioner has led Dan to become an experienced Information Architect and Data Modeler with significant expertise in structured analysis in general.

Dan’s two backgrounds have led him to his professional passion: Helping clients create and enhance data-enabled risk and governance decision-making capabilities. (These two perspectives also provide him with a unique control framework orientation to advising clients on data governance). 

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Partner: Mosaic Financial Markets

www.mosaic.fm

Mosaic is a niche management & IT consulting firm that offers high-value financial services consulting expertise.

Mosaic focuses exclusively on the financial services sector: Mosaic’s clients are global investment banks, wealth managers, retail banks and financial technology providers.

An alternative to the traditional consulting firm model: Mosaic provides cost-effective, proven consultants with financial industry knowledge, expertise and experience, either as teams or individual contributors.

Mosaic’s consultants are specialists with domain expertise and product knowledge: Mosaic’s consultants are experienced practitioners, providing deep industry expertise.

Mosaic operates as a single seamless global platform: Mosaics partners and consultants work seamlessly across our New York, Toronto and London hubs.

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Partner: RiskBusiness

www.riskbusiness.com

RiskBusiness is an international governance, risk, audit and compliance solutions firm specialising in the design and delivery of industry leading operational and enterprise risk management solutions. RiskBusiness provides risk content, risk information, risk tools and risk advisory services to individual institutions, industry associations and regulators. RiskBusiness focuses primarily in financial services, asset management and insurance sectors, but also works with clients in other industries, such as healthcare, travel & tourism and natural resources.

RiskBusiness provides risk content, risk information, risk tools and risk advisory services to individual institutions, industry associations and regulators. RiskBusiness focuses primarily in financial services, asset management and insurance, but also work with clients in other sectors, such as healthcare, travel & tourism and natural resources.

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