SolomonEdwards Expands National Banking & Financial Services Practice

SolomonEdwards, a privately held professional services firm, is pleased to announce that Heidi Gillespie and Anne Casey have joined the firm as Principals within the Banking & Financial Services practice.

“We are proud to welcome two diverse and tenured industry veterans to our team,” said Michelle Phung, Partner. “As we expand the footprint of our national Banking & Financial Services practice, Heidi will help us reach new clients in the southeastern U.S., while Anne’s extensive work in Payments strengthens our value and will help our bank clients differentiate to exceed customer expectations.”

Heidi Gillespie will put her 20+ years of broad-based financial services experience to work for SolomonEdwards’ clients. Her expertise includes risk management, mortgage banking, compliance, lending operations and accounting. As a Principal, Heidi will leverage her skills in operations, process improvement, training and enterprise risk management to drive solutions for clients. Prior to joining SolomonEdwards, Heidi served as Senior Vice President of Enterprise Risk Management at EverBank. She previously held executive positions at BB&T, Colonial Bank and Washington Mutual. Heidi earned her BBA in Accounting from the University of Montevallo.

Anne Casey will primarily work with banking clients looking to strategically grow their card portfolios. She specializes in large, complex co-brand and affinity banking strategy, partnership development, customer engagement solutions and portfolio optimization. Anne will draw upon her 25 years of experience across the financial services industry to assist with client engagements and in growing the Payments offerings at SolomonEdwards. Previously, Anne served as Co-Brand and Affinity Financial Services Practice Lead at DecisivEdge. She was a Senior Advisor for Cordjia and held executive roles at Bank of America and MBNA America.

About SolomonEdwards

SolomonEdwards is a national professional services firm focused on strategy execution. We create success for our clients by providing extensive experience, deep subject matter expertise and adaptability within ever-changing business dynamics. Through our business consulting division we execute on custom solutions to solve clients’ critical business issues related to business transformation, accounting and finance, governance and regulatory compliance and mergers and acquisitions.

SolomonEdwards’ Banking & Financial Services practice has successfully tackled some of the most complex situations the banking and financial services industry has faced in decades. Our focus on the changing regulatory environment, combined with superior banking experience and custom solutions, make us the ideal partner for financial organizations of all sizes – from large global institutions to small community banks, as well as government and government-sponsored financial services organizations.

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