NewOak is a privately held financial services consulting firm, which provides its services through five complementary business verticals: · Financial Markets Advisory · Financial Litigation Consulting · Risk and Regulatory Compliance · Credit Services · Financial Technology Solutions Our clients include the world’s leading financial institutions, law firms, regulators and professional services firms. NewOak executes its operations through an integrated business model, which combines the expertise of internal senior market practitioners with an externally developed network of industry-specific experts, many of whom have significant market and academic experience. NewOak is differentiated by a seamless integration of its people, processes and technology, the combination of which provides our clients with scaled, flexible and customized solutions to meet internal or external challenges, achieve results and gain competitive advantage in their markets. Our technology platform allows us to on-board and optimize client data for review or integration into NewOak’s external models, which assist our practitioners in determining the validity of the client data. NewOak developed its business model in the heart of the “Great Recession,” fine-tuning the model and our proprietary technologies through numerous engagements. As a result, NewOak can accommodate a diverse range of client needs, a broad spectrum of business issues and a wide range of asset classes, including but not limited to esoteric assets such as securitization securities, synthetic collateralized debt obligations, financial derivatives and life settlements. Headquartered in the New York, NewOak also has offices in Washington, D.C., Dallas, Denver and Danbury, Conn. We are passionate about providing the highest-quality consulting services, insights and market knowledge to our clients. We employ dedicated professionals who thrive in an intellectually demanding environment, and we continually reinforce a culture based on delivering value and enhanced by communication, collaboration and collegiality. Our senior consultants and subject matter experts are actively engaged in each assignment, typically working with lean and focused project teams. Most importantly, our experts and analytics teams are committed to our consulting methodology, which emphasizes: · Sound, research-based analysis · Well-supported findings and opinions with detailed documentation of each finding · Clear, concise, defendable reports and presentations · Independent, objective advice, free from structural conflicts of interest
I am a CPA, CFE and have a BA in finance. I don't like to lose money.
If there are any bank stocks you would like to have regular quarterly/semi-annual coverage on let me know, I add a lot of names throughout the year but want to provide regular coverage for interested readers.
I am the VP of Monetization at Harvest (www.hvst.com). My role here is to ensure that Harvest is maximizing its monetization opportunities while maintaining the highest level of experience for our users, and advertisers.