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About Us

Lucy Dean,Principal

25+ Years Banking Experience Specializing in Global Cash Management

  • Sales Force Automation Expertise
  • Proficient in all areas of Trade Finance and Cash Management
  • Marketing and Promotional development
  • Process and operations workflow improvement and Revenue Enhancement
  • Financial Institution consulting experience 
 

Larry Kenfield, Principal

25 + years Certified Public Accountant, 5 years Cash Management Consulting

  • Controller Major Corporation
  • Small Business Owner
  • Contract and Agreement negotiation
  • Accounting and Financial Systems development
  • Process and operations workflow improvement
  • Professional Coaching
  • Policy and procedures drafting
 

Coleen Merritt, Principal

25+ years of financial services and corporate experience Domestic and international treasury management expertise

  • Global strategy development expertise
  • Sales force improvement experience
  • Financial Institution consulting experience
  • Revenue recovery specialist
  • Former Treasurer and CFO experience
 
 

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