Edge Announces the Firm's Board of Directors

- Uber Concept to Financial Services Consulting Attracts Industry Veterans to Board -

Bill Dalton, Chairman

​​​Edge Consultancy, LLC, a new strategic consulting firm aimed at credit unions and community banks, announced the composition of its board of directors, today. It has assembled an impressive group of recognized financial technology and banking industry leaders.

Chairman, Bill Dalton, leads the Edge board, and is joined by Greg O’Brien, Juli Anne Callis and John Aranowicz.  Bill is an experienced executive, who, prior to retirement, served as Executive Director of HSBC Holdings plc, Chief Executive of HSBC Bank plc and Global Head of Personal Financial Services for the HSBC Group. In addition to chairing the Edge board, Bill currently serves on the Boards of HSBC North American Holding Inc., Associated Electric and Gas Insurance Services (AEGIS), AEGIS Managing Agency for Lloyds of London Syndicate 1225, and United States Cold Storage, a wholly owned subsidiary of John Swire & Sons Inc.

“When I was approached by co-founders, Louis Hernandez and John Aranowicz, to serve as Edge’s chairman,” Dalton explained, “I was immediately intrigued by the idea of applying the Uber model to consulting services for community based financial institutions.  It just made sense that these banks could benefit from the wealth of knowledge that former C-suite executives had to offer, if there was an easy way to harness that knowledge.”

I was immediately intrigued by the idea of applying the Uber model to consulting services for community based financial institutions. It just made sense that these banks could benefit from the wealth of knowledge that former C-suite executives had to offer, if there was an easy way to harness that knowledge.

Bill Dalton

Board Chairman, Edge Consultancy, LLC

Similar to the Uber model, Edge will source former C-level executives, and veterans from the community bank and credit union sectors, and affordably match their specific skill sets with the various consulting needs of the bank or credit union. 

Louis Hernandez, Jr. Chairman, President and CEO of Avid Technology, Inc., and John Aranowicz, President and CEO of Fortress Management, Inc., are the co-founders of Edge, and John will continue to support Edge through his director role. Greg O’Brien, a veteran fintech executive, and Juli Anne Callis round out the board. 

Callis is well-known in the credit union industry, having served as Chief Strategy Officer at Western Bancorp (Mortgage Banking Division) and as President and CEO of NIH Federal Credit Union. Callis has been at the forefront of technological innovation in the credit union industry, and has pioneered several advancements geared towards the globally mobile population and the tech-savvy consumer. Along with her director role, Callis will also be serving as a senior consultant for Edge.  “I’m delighted to be able to help Edge bring valuable solutions to community focused financial institutions,” Callis remarked.

 “It takes serious thought leadership to help community FI’s keep up with the mega banks and non-traditional players when facing continued margin compression, rising compliance expenses and a digital revolution. At Edge, we believe we can bring that leadership to the table,” said Edge CEO, Kirk Kordeleski.

About Edge Consultancy

Edge Consultancy, LLC, is headquartered in Miami Beach, Florida and currently has 12 top consultants onboard.  It plans to expand to over 25 consultants in the coming months with the ultimate goal of having over 100 consultants engaged by the end of 2018. For a list of Edge’s consultants and consulting services, go to edgeconsultancyllc.com 

Source: Edge Consultancy, LLC


Categories: Finance, Credit Unions, Banking, Finance, Insurance

Tags: Bill Dalton, community banks, credit unions, Greg O'Brien, John Aranowicz, Juli Anne Calllis, Kirk Kordeleski, Louis Hernandez, Uber concept


About Edge Consultancy, LLC

View Website or Newsroom

Edge is a professional consultancy firm offering strategic solutions to the financial services industry, focused on community banks and credit unions

Edge Consultancy, LLC
Miami, FL 33186
United States