We are a boutique consulting company made up of experienced former banking and finance/IT professionals, driven to helping middle market companies, state governments and mid-cap financial institutions, transform their business processes, reduce costs, and roadmap holistic strategies for improvement. Our purpose is to analyze, optimize and implement best-in-class processes, services and strategies with outside-the-box strategies and top-notch execution.
Nicole Bordelon
CTP, CEPA, Founder & CEO
Former Commercial Banking Treasury Management Sales Consultant of 17 years, Certified Treasury Professional (CTP), Certified Purchasing Card Professional (CPCP), Certified CFO Advisory, Certified Exit Planning Advisor (CEPA) and licensed Life Insurance agent.
Experience consulting start-ups to large middle market and publicly-traded domestic & multi-national companies across all industries. Industry expertise in Energy in all sectors (Oil & Gas upstream, midstream, and downstream including retail), Healthcare, Government, Construction/Industrial Services, and Investment Fuds, including Private Equity.