Bob Trojan

As both strategic advisor and C-level executive, Bob designs and implements solutions that enable organizations to achieve new levels. A transformational influence with an unparalleled global network, trusted resource to executive teams and boards and noted FinTech expert, Bob leverages deep industry and market knowledge to create high yield solutions. His unique breadth of Fortune 100, industry association and start-up experience enables him to have lasting influence on companies and the International financial community.

Global Thought and Industry Leadership – Serving on two UN Commission working groups; selected by World Bank, OAS and APEC to provide education to emerging nations; appointed by U.S. Secretary of Commerce for Trade Finance Advisory Council; frequent speaker at industry events.

Strategic Vision - Revitalized Commercial Finance Association, expanding internationally and across new industry areas; greatly increased fundraising for CFA Education Foundation

Technology Leadership - Launched trade association’s first conference on Fintech that brought together traditional industry players with new technology startups; currently leading working group on blockchain in financial services. 

Advocacy - Led efforts for secured lending industry in Washington, DC, including on Dodd-Frank and Leveraged Lending Guidance with the OCC, Fed and FDIC; established and led effort to ratify major UN Convention to provide capital to small businesses.

Start-ups - Founded strategic advisory firm with key engagements in financial services, big data, cyber security and defense; launched CIT Bank; Advises multiple FinTech/RegTech accelerators.

Media Relations - Created strategic communications around organizational strategy and performance. Publisher of CFA’s “The Secured Lender” magazine and digital media platform.


• Strategic Partnerships
• Process Improvement
• Credit/Risk Management
• Start-ups / Turnarounds
• RegTech
• Commercial / Consumer Banking
• Board / Investor Relations

Jerry Wilson

Jerry Wilson has had a significant career in the business consulting/training industry. He was a franchise owner for Dale Carnegie Training for 25 years and grew the franchise to one of the top 10 largest volume in the US while also being recognized as having one of the highest ranked quality of instruction in the world. His business was comprised of regional, national & local clients.