Jim has been privileged to help — and learn from — leaders including:

  • Payment Networks  American Express, Discover, MasterCard, PayPal, Paymentech, Payment Systems for Credit Unions (PSCU)

  • Fintech Vendors  BancVue, D+H, FIS, Fiserv, Harland Clarke, Infosys, Jack Henry, Mitek Systems, Q2, Yodlee


  • Financial Industry Regulators  Federal Deposit Insurance Corporation (FDIC), Federal Reserve Board of Governors, Federal Reserve Banks (Atlanta, Boston, Kansas City, New York, Philadelphia, St. Louis), and the Federal Trade Commission. Also, Consumer Advisory Board of the Consumer Financial Protection Bureau (CFPB) 

  • Banks and Credit Unions  Alaska USA Federal Credit Union, BBVA Compass, Bank of America, Bank of Hawaii, Bank of San Francisco, Bank of the West, Barclays, Boeing Employees Credit Union, Capitol One, Chase, Citi, City National, Comerica, Fifth Third, The Golden 1 Credit Union, Keybank, Meridian Credit Union (Ontario, Canada), Navy Federal Credit Union, Pentagon Federal Credit Union, PNC, Regions, SafeAmerica Credit Union, Santander, Suntrust, TD Bank, USAA, U.S. Bank, Wells Fargo

  • And  CI&T, Deluxe, eBay, Epicor, Fidelity, Verisign. Former board member, WesPay

What others have said 


“James is a visionary in the space and a true leader..." CTO of authentication vendor and former Principal of ivy league university's tech incubator


"I found Jim to be a strong strategist, an excellent analytical thinker, and genuinely enjoyable to work with..." Founder/President of double-bottom line VC firm, board member of payments loyalty vendor and Chief Innovation Officer for large global financial technology vendor


"Jim is THE industry expert that other 'experts' reference..." Board of Directors member for global microloans innovator and former Director of Research for leading global core technology system provider for banks and credit unions.

Interested in adding your name to this list? Please contact us