Collabry Consultants

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Ehab Bandar

Ehab Bandar is a passionate design leader and product UX consultant with more than 20 years of experience building world-class products and services across various industries, from fintech and banking to real estate and e-commerce. 

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Jeanne Bratlien

Jeanne Bratlien is a strategic and results-driven program leader with over 20 years of years of experience in financial services delivering complex, high-impact programs, particularly within heavily regulated environments.

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Michelle Caldwell

Michelle Caldwell is a highly sought-after consultant with more than 20 years of experience in financial services, including more than 17 years at Charles Schwab.

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Petra Campos

Petra Campos is a senior product and program leader. With more than 20 years of experience in the financial industry, Petra drives growth and innovation for consumer and adviser clientele.

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Beth Chang

Beth Chang is an experienced Client Experience strategist specializing in developing and leading programs that grow market share, build customer loyalty and cross-sell products and services.

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Robin DeGracia

Robin DeGracia has been developing, managing and marketing products for financial services companies for over 15 years. She has managed all portions of the product life cycle and excels at development and strategy.

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Elizabeth Duff

Elizabeth Duff brings more than 20 years of experience leading customer-centric marketing initiatives to help grow financial services and fintech companies. 

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Sean Giblin

Sean Giblin is a financial services leader with nearly 20 years of experience in strategic planning, execution and financial modeling, with proven expertise in integration, process optimization, incentive compensation design, change management and product management. 

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Mike Golaszewski

Mike Golaszewski is a senior financial services and technology strategist with more than 20 years of experience in brokerage, wealth management and consumer banking.

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Austin Groome

Austin Groome is a senior financial services professional with more than 25 years of experience in risk management, foreign exchange and program management across a broad spectrum of financial services firms that include First Republic Bank, State Street and Fidelity Investments.

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Vinesh Mehta

Vinesh Mehta is a leading strategy and operations consultant with more than 20 years of experience in directing large-scale projects and developing growth strategies that result in profound change.

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Elaine Needleman

Elaine Needleman has been leading strategic initiatives from concept to execution, resulting in synergy savings, expansion of client base, gains in operational efficiency and compliance with industry regulations for 25 years.

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John Pacheco

John Pacheco brings to Collabry more than 20 years of experience in marketing, communications, crisis preparation and response management, consumer product development, and customer satisfaction.

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Mayra Padilla

Mayra Padillais an accomplished marketing and communications professional. She has diverse experience consulting in various industries with corporate and nonprofit clients.

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Eric Radzan

Eric Radzan is a senior financial services leader with more than 25 years of experience in Separately Managed Account (SMA) product management and development, program management, product marketing and project leadership.

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Jenny Terry

Jenny Terry is a business strategy and marketing consultant with more than 20 years of experience building and leading businesses that deliver best-in-class products and services.

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Valerie Toscano

Valerie Toscano has more than 25 years of financial services product, marketing and technology experience. She has deep expertise in program management, process improvement and change management, having led multimillion-dollar, cross-functional projects with a keen focus to deliver on-time and on budget.

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Kari Wagaman

Kari Wagaman is a senior campaign and project manager with more than 25 years of experience leading and contributing to integrated multichannel marketing programs in financial services.

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