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Clarity at every step. Partnership from day one.
We combine clear processes with adaptable people, making it easy to get started, stay aligned, and seamlessly scale as your needs evolve.
Learn more about why we do it.
Why we show up every day.
We believe business works best when people feel seen, supported, and empowered. That’s why we pair consulting expertise with a human approach, helping our clients, consultants, and communities flourish.
Our work connects people. It brings clarity and shared purpose. And we’ve seen firsthand how the ripple effects of doing good work with good people extend far beyond the deliverable.
Meet the exceptional expertise and talent available through Collabry.
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.
Kari Bassett brings more than 20 years of IT experience to Collabry. The breadth of her work has been primarily with financial services companies in IT development, testing, support, documentation and business analysis.
Ani Boursalian has more than 20 years of experience leading and managing all aspects of regulatory disclosure documents and marketing communications in financial services providers, including Charles Schwab and Wells Fargo.
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.
Christina Brockman is a strategic communication and change leader who's all about driving transformational digital marketing and client support strategies. With a background in financial services and technology, focused primarily on B2B work—everything from crafting offers and strategy through acquiring, retaining and building loyalty among customers.
Justin Brunner is a strategic change management and communications leader who uniquely combines Fortune 500 executive experience with entrepreneurial consulting expertise. With more than 17 years of transforming organizations, he has served as both a trusted C-suite advisor and hands-on implementer, delivering measurable results across financial services, healthcare, and technology sectors
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.
Lisa Campbell is a results-driven product and program professional with more than 10 years of experience and a proven track record of delivering innovative digital products and solutions, from ideation to launch, to drive business growth and enhance measurable user experiences.
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.
Ava Carter is a multidisciplinary design and marketing consultant with more than 20 years of experience. Passionate about human connection and authentic conversation, she excels in creatively solving design challenges.
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.
Katherine Cleghorn brings more than 20 years of experience in versatile copywriting, content marketing writing, SEO writing and content strategy to Collabry.
Tony Colino has more than 20 years of project management experience. He is PMP certified and has worked for some of the giants in financial services, including Charles Schwab, Visa and Wells Fargo Bank.
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.
Elizabeth Duff brings more than 20 years of experience leading customer-centric marketing initiatives to help grow financial services and fintech companies.
Faith Garlington (xe/they/she) brings more than 15 years of experience in the U.S. and internationally across several industries, built around SaaS and fintech products.
Susan Gentry is a veteran Senior IT Product Manager and Business Systems Analyst with an instinct for unearthing strategic opportunities to streamline business processes using Agile software development methodologies.
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.
Valencia Gibson is a project manager and business analyst with Collabry. After serving with the United States Air Force where she directed several flight management programs, Valencia has built a career driving organizational efficiencies and cost savings through operational project management.
Lisa Gaikins-Glover brings more than 13 years of professional project management experience to Collabry clients. She has an incredible aptitude for data analysis, risk management, and leading the implementation of process improvement within the financial services industry.
Mike Golaszewski is a senior financial services and technology strategist with more than 20 years of experience in brokerage, wealth management and consumer banking.
Elizabeth Gorman brings more than 20 years of project management experience to Collabry working at traditional advertising agencies, digital agencies, and in-house marketing departments. She has managed cross-functional teams creating integrated campaigns, company rebrands, large national events, and complex multi-channel projects.
Robin Henderson is a strategic business professional with over 20 years of experience in financial services, risk oversight, regulatory compliance and operational improvement. She is recognized for her ability to lead cross-functional initiatives, translate complex data into actionable insights and implement solutions that enhance efficiency, strengthen governance and support long-term growth.
Joyce Hoelzle brings 30 years of marketing and writing experience to Collabry. She has previously worked for the US Foreign Commercial Service overseas in Düsseldorf, Germany, where she researched and authored industry reports to guide US export strategies and partner introductions.
Karel Kammermeyer is a highly analytical and results-oriented professional with over 20 years of experience managing cross-functional business operations and technology projects. She has demonstrated expertise across diverse industries, including financial services, health care, retail and hospitality.
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.
Karen Murray is a much sought-after writer specializing in financial services and wealth management. Her proven expertise lies in investing and financial planning for financial professionals, institutional investors, Ultra-High-Net-Worth Individuals (UHNWIs) and retail investors.
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.
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.