Financial Services

The roots of Muller & Associates founded in 1992 began with specialization in the payment systems industry which laid the foundation for much of how transactional banking occurs today. Muller & Associates has a proven track record of providing high impact solutions to the banking industry. The company has placed a significant number of key executives at companies such as: Wells Fargo, Bank of America, Lloyd's Banking Group, Santander, Experian and Mastercard.

Below is a representation of the sectors we have expertise in

Product/Distribution/
Customer Segment

  • Managing Director, Mortgage, Leading UK Bank
  • Chief Operating Officer, Mortgage, Leading UK Bank
  • Chief Executive Officer, Large ATM Consortium Company
  • Global Corporate Controller, Top 5 Global Financial Institution
  • Global Chief Marketing Officer, Leading Global Internet Company
  • Global Head of Brand, Leading Global Internet Company
  • EVP Chief Marketing Officer, Top 5 National Bank
  • EVP Global Branding and Advertising, Top 5 Global Financial Institution
  • CFO Retail, Wealth and Asset Management, and Consumer Banking, Leading UK Bank
  • CFO Personnel, Top 5 Global Financial Institution
  • SVP Global Marketing Research, Top 5 Global Financial Institution
  • SVP Branding, Corporate, Top 5 National Bank
  • Director, Global Telephony and Contact Centre Management, Leading UK Bank

Payments

  • Chief Marketing Officer, Leading Small Business Credit Card Company
  • EVP Operations, Leading Small Business Credit Card Company
  • EVP Global Credit Policy, Card Services, Large US Credit Card Company
  • CFO Global Operations, Card Services, Large US Credit Card Company
  • CFO UK Operations, Card Services, Large US Credit Card Company
  • SVP Human Resources, Leading Small Business Credit Card Company
  • SVP Marketing Communications, A major payments/Risk Management Outsourcing Company
  • SVP President, Payment Systems, Large Credit Union
  • SVP Card Services Risk Management, Top 5 National Bank
  • SVP Risk Management, Card Services, Top 5 Global Financial Institution
  • Director, Emerging Payment Markets, Leading UK Bank
  • VP Debit Card Operations, Services, Top 5 National Bank
  • VP Fraud, Services, Top 5 National Bank
  • VP Marketing Analysis, Card Services, Large US Credit Card Company
  • VP Marketing Acquisition, Leading Small Business Credit Card Company
  • VP Brand Management, Leading Small Business Credit Card Company
  • VP Product Testing, Leading Small Business Credit Card Company
  • VP Risk Management, Leading Small Business Credit Card Company
  • VP Business Development, Leading Small Business Credit Card Company
  • VP Operations Analytics, Leading Small Business Credit Card Company
  • VP Sales, A major payments/Risk Management Outsourcing Company
  • Operations Manager, Card Services, Services, Top 5 National Bank
  • Operations Area Manager, Card Services, Top 5 National Bank
  • Multiple Business and Operations Analysts, Card Services, Large US Credit Card Company

Consumer Lending

  • CFO Auto Finance, Card Services, Large US Credit Card Company
  • SVP GM of Personal Lines & Loans, Top 5 National Bank
  • SVP Marketing, Personal Lines & Loans, Top 5 National Bank
  • SVP Compliance & Risk, Home Equity, Top 5 National Bank
  • SVP Marketing & E-Commerce, Auto Finance, Top 5 National Bank
  • SVP Risk Management, Auto Finance, Top 5 National Bank
  • SVP Risk, Personal Lines & Loans, Top 5 National Bank
  • VP Product Management, Credit Union
  • VP Correspondent Services, Credit Union
  • Director Fraud Strategy, Consumer Lending, Leading UK Bank
  • Director Operations, Credit Card, Leading UK Bank
  • Director Collections Strategy, Leading UK Bank
  • Strategic Communications Consultant, Consumer Credit, Top 5 National Bank
  • Senior Manager Pricing, Personal Loans, Leading UK Bank
  • Senior Manager Product Development, Personal Loans, Leading UK Bank

Mortgage

  • President Consumer Credit Group, Top 5 National Bank
  • Chief Operating Officer, Mortgage, Leading UK Bank
  • Chief Credit Officer, Mortgage, Leading UK Bank
  • CFO Consumer Real Estate, Finance, Top 5 Global Financial Institution
  • CFO Mortgage, Leading UK Bank
  • EVP Community Banking Distribution, Consumer Credit Group, Top 5 National Bank
  • EVP Marketing, Consumer Credit Group, Top 5 National Bank
  • EVP Global Projects, Mortgage, Leading US Retail Bank
  • SVP Group Strategic Planning, Consumer Credit Group, Top 5 National Bank
  • SVP Strategic Planning, Special Projects, Consumer Credit Group, Top 5 National Bank
  • SVP Technology, Consumer Credit Group Operations, Top 5 National Bank
  • SVP Operations Strategy, Consumer Credit Group, Top 5 National Bank
  • SVP Business Manager, Wholesale Group, Top 5 National Bank
  • SVP Project Manager, Technology & Operations, Consumer Credit, Top 5 National Bank
  • SVP Consumer Real Estate, Risk Management, Top 5 Global Financial Institution
  • SVP CIO Technology, Mortgage, Top 5 National Bank
  • SVP Risk Operations, Top 5 National Bank
  • SVP Accounting Secondary Marketing, Finance, Top 5 Global Financial Institution
  • SVP Customer Acquisition Home Equity, Top 5 National Bank
  • SVP Finance, Operations, Home Equity, Top 5 National Bank
  • SVP Mortgage Sales, California, Top 5 Global Financial Institution
  • SVP Servicing, Home Equity, Top 5 National Bank
  • SVP Compliance, Consumer Credit Group, Top 5 National Bank
  • VP Business Intelligence and Market Research, Home Equity, Top 5 National Bank
  • VP Communications, Home and Consumer Finance, Top 5 National Bank
  • VP Telesales, Home Equity, Top 5 National Bank
  • Strategic Planning Consultant, Consumer Credit, Top 5 National Bank
  • Multiple Site Managers, Origination and Underwriting, Home Equity, Top 5 National Bank

Retail Banking

  • CFO, Retail, Wealth and Asset Management, and Consumer Banking, Leading UK Bank
  • SVP Human Resources, California Retail Bank, Top 5 National Bank
  • Area Director, Regional Banking Manager (Birmingham), Leading UK Bank
  • Area Director, Regional Banking Manager (Central London), Leading UK Bank
  • Area Director, Regional Banking Manager (West Midlands), Leading UK Bank
  • Local Director, Regional Banking Manager (London and South East), Leading UK Bank
  • Local Director, Regional Banking Manager (London Central), Leading UK Bank
  • Local Director, Regional Banking Manager (West Midlands), Leading UK Bank
  • Local Director, Regional Banking Manager (Outer London), Leading UK Bank
  • 15 Regional Retail Banking Managers across the U.S., Top 5 Global Financial Institution

Small Business

  • Chief Marketing Officer, Leading Small Business Credit Card Company
  • EVP Operations, Leading Small Business Credit Card Company
  • EVP Small Business Direct and Corporate Real Estate, Top 5 National Bank
  • SVP Small Business Sales, Central States, Top 5 Global Financial Institution
  • SVP Human Resources, Leading Small Business Credit Card Company
  • VP Compensation and Benefits, Leading Small Business Credit Card Company
  • VP Marketing Acquisition, Leading Small Business Credit Card Company
  • VP Brand Management, Leading Small Business Credit Card Company
  • VP Product Testing, Leading Small Business Credit Card Company
  • VP Risk Management, Leading Small Business Credit Card Company
  • VP Business Development, Leading Small Business Credit Card Company
  • VP Operations Analytics, Leading Small Business Credit Card Company
  • VP Systems and Service, Leading Small Business Credit Card Company

Commercial Banking & Insurance

  • CFO Commercial Bank, Top 5 Global Financial Institution
  • CFO Commercial Insurance, Top 5 National Bank
  • SVP Operations, Wholesale Banking, Top 5 National Bank
  • SVP Human Resources, Insurance, Top 5 National Bank
  • VP Compensation and Benefits, Correspondent Lending, Top 5 National Bank
  • Principal Consultant, Leading US Insurance Consulting Firm
  • Management Consultant, Leading US Insurance Consulting Firm

Wealth & Asset Management

  • CFO Alternative Investments, Top 5 Global Financial Institution
  • CFO Brokerage and Premiere Bank, Top 5 Global Financial Institution
  • CFO Asset Management, Top 5 Global Financial Institution
  • CFO Private Bank, Top 5 Global Financial Institution
  • SVP Financial Planning and Analysis, Mutual Funds, Top 5 Global Financial Institution
  • SVP Human Resources, Private Client Services, Top 5 National Bank
  • SVP Trust Executive, South East, Top 5 Global Financial Institution
  • SVP Private Client Advisor, Pennsylvania, Top 5 Global Financial Institution
  • SVP Private Client Advisor, New York, Top 5 Global Financial Institution
  • SVP Private Client Advisor, Connecticut, Top 5 Global Financial Institution
  • SVP Private Client Advisor, Long Island, Top 5 Global Financial Institution
  • SVP Private Client Advisor, New Jersey, Top 5 Global Financial Institution
  • Director, Marketing and Distribution, Wealth Management, Leading UK Bank
  • Director, Business Transformation, Management, Leading UK Bank
  • Director, Network Sales, Wealth Management, Leading UK Bank
  • VP Program Manager, Top 5 Global Financial Institution
  • VP Relationship Manager, Connecticut, Top 5 Global Financial Institution
  • VP Relationship Manager, New York City, Top 5 Global Financial Institution
  • International Wealth Strategist, LA, Top 5 Global Financial Institution

Investment Banking & Capital Markets

  • CFO Global Markets, Investment Banking, Top 5 Global Financial Institution
  • SVP Finance, Operations and Technology, Investment Banking, Top 5 Global Financial Institution
  • SVP Finance, Structured Products, Top 5 Global Financial Institution
  • VP Financial Analysis and Planning, Infrastructure, Top 5 Global Financial Institution
  • VP Analytics, Corporate Trust, Top 5 National Bank
  • Client Service Manager, Corporate Trust, Top 5 National Bank

Internet/E-Commerce

  • Global CMO, Leading Global Internet Company
  • Global Head of Brand, Leading Global Internet Company
  • SVP Marketing, Consumer On-line, Internet Division, Top 5 National Bank
  • SVP On-line Banking, Technology, Top 5 National Bank
  • SVP Marketing, Consumer On-line, Top 5 National Bank
  • SVP Database Manager, Internet Division, Top 5 National Bank
  • SVP Customer Relationship Management, Leading Global Internet Company
  • SVP Enterprise Sales, Leading Global Internet Company
  • VP Business Sales, Leading Global Internet Company
  • VP Communication and Events Planning, Leading Global Internet Company

Marketing

  • Chief Marketing Officer, Leading Small Business Credit Card Company
  • EVP, Chief Marketing Officer, Top 5 National Bank
  • EVP, Global Branding and Advertising, Top 5 Global Financial Institution
  • EVP Marketing, Consumer Credit Group, Top 5 National Bank
  • SVP, Branding, Corporate, Top 5 National Bank
  • SVP, Global Marketing Research, Top 5 Global Financial Institution
  • SVP Marketing Communications, A major payments/Risk Management Outsourcing Company
  • SVP Database Manager, Internet Division, Top 5 National Bank
  • SVP Marketing, Consumer On-line, Internet Division, Top 5 National Bank
  • SVP Marketing, Personal Lines & Loans, Top 5 National Bank
  • SVP Marketing & E-Commerce, Auto Finance, Top 5 National Bank
  • SVP Customer Acquisition Home Equity, Top 5 National Bank
  • SVP Customer Relationship Management, Leading Global Internet Company
  • Director, Emerging Payment Markets, Payments, Leading UK Bank
  • Director, Marketing and Distribution, Wealth Management, Leading UK Bank
  • VP Marketing Acquisition, Leading Small Business Credit Card Company
  • VP Brand Management, Leading Small Business Credit Card Company
  • VP Product Testing, Leading Small Business Credit Card Company
  • VP Marketing Analysis, Card Services, Large US Credit Card Company
  • VP Product Management, Credit Union
  • VP Business Intelligence and Market Research, Home Equity, Top 5 National Bank
  • Senior Manager Pricing, Personal Loans, Leading UK Bank
  • Senior Manager Product Development, Personal Loans, Leading UK Bank

Finance & Accounting

  • Head of Issuance, Corporate Treasury, Leading UK Bank
  • Head of Liquidity and Funding, Corporate Treasury, Leading Uk Bank
  • Corporate Investment Controller, Leading US Bank
  • Funds Transfer Pricing Director, Leading US Bank
  • Head of Deposit Product Management, Deposit Behavioral Modeling and ALCO Analytics � Leading US Bank
  • Head of Issuance, Corporate Treasury, Leading UK Bank
  • Head of Liquidity and Funding, Corporate Treasury, Leading UK Bank
  • Corporate Investment Controller, Leading US Bank
  • Funds Transfer Pricing Director, Leading US Bank
  • Head of Deposit Product Management, Deposit Behavioral Modeling and ALCO Analytics, Leading US Bank
  • Global Corporate Controller, Top 5 Global Financial Institution
  • CFO, Retail, Wealth and Asset Management, and Consumer Banking, Leading UK Bank
  • CFO Commercial Bank, Top 5 Global Financial Institution
  • CFO Consumer Real Estate, Finance, Top 5 Global Financial Institution
  • CFO Mortgage, Leading UK Bank
  • CFO Commercial Insurance, Top 5 National Bank
  • CFO Global Operations, Card Services, Large US Credit Card Company
  • CFO UK Operations, Card Services, Large US Credit Card Company
  • CFO Personnel, Top 5 Global Financial Institution
  • CFO Auto Finance, Card Services, Large US Credit Card Company
  • CFO Alternative Investments, Top 5 Global Financial Institution
  • CFO Brokerage and Premiere Bank, Top 5 Global Financial Institution
  • CFO Asset Management, Top 5 Global Financial Institution
  • CFO Private Bank, Top 5 Global Financial Institution
  • CFO Global Markets, Investment Banking, Top 5 Global Financial Institution
  • SVP Financial Planning and Analysis, Mutual Funds, Top 5 Global Financial Institution
  • SVP Accounting Secondary Marketing, Finance, Top 5 Global Financial Institution
  • SVP Finance, Home Equity Operations, Top 5 National Bank
  • SVP Finance, Operations and Technology, Investment Banking, Top 5 Global Financial Institution
  • SVP Finance, Structured Products, Top 5 Global Financial Institution
  • VP Financial Analysis and Planning, Infrastructure, Top 5 Global Financial Institution
  • VP Finance, US Healthcare Institution
  • VP Controller, US Healthcare Institution

Risk Management, Fraud & Compliance

  • Head of Decision Science, Cards, Leading UK Bank
  • Head of Decision Science, Personal Loans, Leading UK Bank
  • Head of Basel 2 Decision Science, Leading UK Bank
  • Head of Risk, Current Accounts, Leading UK Bank
  • Head of Liquidity Risk, Wholesale & International Banking, Leading UK Bank
  • Head of Global Enterprise Risk, Leading Credit Rating Agency
  • VP Compliance and Risk, Leading Trust Company
  • Head of Collections and Recovery Strategy, Retail Bank, Leading UK Bank
  • Head of Collections Strategy & Business Management, Retail Bank, Leading UK Bank
  • Chief Credit Officer, Mortgage, Leading UK Bank
  • EVP Global Credit Policy, Card Services, Large US Credit Card Company
  • SVP Risk Management, Card Services, Top 5 National Bank
  • SVP Risk Management, Card Services, Top 5 Global Financial Institution
  • SVP Risk Management, Auto Finance, Top 5 National Bank
  • SVP Risk, Personal Lines & Loans, Top 5 National Bank
  • SVP Risk Management, Consumer Real Estate, Top 5 Global Financial Institution
  • SVP Risk Operations, Top 5 National Bank
  • SVP Risk, Small Business, Risk Management, Top 5 National Bank
  • SVP Compliance, Consumer Credit Group, Top 5 National Bank
  • Director, Fraud Strategy, Consumer Lending, Leading UK Bank
  • VP Analytics, Corporate Trust, Top 5 National Bank
  • VP Risk Management, Leading Small Business Credit Card Company
  • VP Fraud, Card Services, Top 5 National Bank

Sales & Sales Management

  • EVP Community Banking Distribution, Consumer Credit Group, Top 5 National Bank
  • SVP Trust Executive, South East, Top 5 Global Financial Institution
  • SVP Private Client Advisor, Pennsylvania, Top 5 Global Financial Institution
  • SVP Private Client Advisor, New York, Top 5 Global Financial Institution
  • SVP Private Client Advisor, Connecticut, Top 5 Global Financial Institution
  • SVP Private Client Advisor, Long Island, Top 5 Global Financial Institution
  • SVP Small Business Sales, Central States, Top 5 Global Financial Institution
  • SVP Mortgage Sales, California, Top 5 Global Financial Institution
  • SVP Enterprise Sales, Leading Global Internet Company
  • VP Contact Management, Leading Global Internet Company
  • VP Program Manager, Top 5 Global Financial Institution
  • VP Relationship Manager, Connecticut, Top 5 Global Financial Institution
  • VP Relationship Manager, New York City, Top 5 Global Financial Institution
  • VP Business Development, Leading Small Business Credit Card Company
  • VP Sales, A major payments/risk management outsourcing company
  • VP Telesales, Home Equity, Top 5 National Bank
  • Local Director, Regional Banking Manager, London Central, Leading UK Bank
  • Local Director, Regional Banking Manager, West Midlands, Leading UK Bank
  • Local Director, Regional Banking Manager, Outer London, Leading UK Bank
  • Local Director, Regional Banking Manager, London and South East, Leading UK Bank
  • Director, Network Sales, Wealth Management, Leading UK Bank
  • International Wealth Strategist, LA, Top 5 Global Financial Institution
  • Client Service Manager, Corporate Trust, Top 5 National Bank

Human Resources

  • SVP Human Resources, Leading Small Business Credit Card Company
  • SVP Human Resources, California Retail Bank, Top 5 National Bank
  • SVP Human Resources, Private Client Services, Top 5 National Bank
  • SVP Human Resources, Insurance, Top 5 National Bank
  • VP Compensation and Benefits, Leading Small Business Credit Card Company
  • VP Compensation and Benefits, Correspondent Lending, Top 5 National Bank

General Management

  • President Consumer Credit Group, Top 5 National Bank
  • EVP Global Projects, Mortgage, Top 5 National Bank
  • SVP GM of Personal Lines & Loans, Top 5 National Bank
  • SVP Business Manager, Home Equity Wholesale Group, Top 5 National Bank
  • SVP President, Payment Systems, Large Credit Union
  • Area Director, Regional Banking Manager (Birmingham), Leading UK Retail Bank
  • Area Director, Regional Banking Manager (Central London), Leading UK Retail Bank
  • Area Director, Regional Banking Manager (West Midlands), Leading UK Retail Bank
  • Local Director, Regional Banking Manager (London Central), Leading UK Retail Bank
  • Local Director, Regional Banking Manager (West Midlands), Leading UK Retail Bank
  • Local Director, Regional Banking Manager (Outer London), Leading UK Retail Bank
  • Local Director, Regional Banking Manager (London and the South East), Leading UK Retail Bank
  • 15 Regional Retail Banking Managers across the U.S., Top 5 Global Financial Institution

Operations

  • Head of Fraud Operations, Leading UK Bank
  • Chief Operating Officer, Mortgage, Leading UK Bank
  • EVP Operations, Leading Small Business Credit Card Company
  • SVP Operations, Wholesale Banking, Top 5 National Bank
  • SVP Servicing, Home Equity, Top 5 National Bank
  • Director, Global Telephony and Contact Centre Management, Leading UK Bank
  • VP Debit Card Operations, Services, Top 5 National Bank
  • VP Correspondent Services, Credit Union
  • VP Operations Analytics, Leading Small Business Credit Card Company
  • Director, Business Transformation, Wealth Management, Leading UK Bank
  • Director, Operations, Credit Card, Leading UK Bank
  • Director, Collections Strategy, Leading UK Bank
  • Operations Manager in Card Services, Services, Top 5 National Bank
  • Operations Area Manager, Card Services, Top 5 National Bank
  • Multiple Business and Operations Analysts, Card Services, Large US Credit Card Company
  • Multiple Site Managers, Origination and Underwriting, Home Equity, Top 5 National Bank

Technology & Information Management

  • SVP Technology, Consumer Credit Group Operations, Top 5 National Bank
  • SVP Project Manager, Technology & Operations, Consumer Credit, Top 5 National Bank
  • SVP CIO Technology, Mortgage, Top 5 National Bank
  • SVP On-line Banking, Technology, Top 5 National Bank
  • SVP Networks, Shared Services, Top 5 National Bank
  • Director, Global Telephony and Contact Centre Management, Leading UK Bank
  • VP Systems and Service, Leading Small Business Credit Card Company

Business Strategy

  • SVP Group Strategic Planning, Consumer Credit Group, Top 5 National Bank
  • SVP Strategic Planning, Special Projects, Consumer Credit Group, Top 5 National Bank
  • SVP Operations Strategy, Consumer Credit Group, Top 5 National Bank
  • Strategic Planning Consultant, Consumer Credit, Top 5 National Bank
  • Principal Consultant, Leading US Insurance Consulting Firm
  • Management Consultant, Leading US Insurance Consulting Firm

Communications

  • Strategic Communications Consultant, Consumer Credit, Top 5 National Bank
  • VP Communications, Home and Consumer Finance, Top 5 National Bank
  • VP Communication and Events Planning, Leading Global Internet Company