Key is downbeat on U.S. economy, upbeat on its own outlook
April 18, 2024
BDA Global’s Bank Solutions Group provides a range of examination and advisory services to ensure regulatory compliance, solvency, and operational effectiveness for banks and financial services entities.
BDA Bank Solutions is a operational arm of BDA Global that was started in 2009 as a result of the financial crisis. BDA Bank Solutions worked with Federal oversight organizations, examining loan portfolios and lending practices to help strengthen the nation’s banking infrastructure. Our diverse team includes experts in
Our consulting team includes geographically dispersed former banking executives and career financial services experts in key areas such as lending policy, portfolio risk-management, and asset management, with services performed by highly experienced and qualified professionals.
Mr. Gaston Boisson is Managing Director at BDA Global and the former Director of International Chapter Services at the Association of Continuity Planners (ACP). Mr. Boisson also served two terms as President of ACP’s DC and Mid Atlantic Chapter, then the largest group of the Association. He is also the founder and Editor-in-Chief of BCP News, a web news portal that focuses on the continuity planning industry. At BDA Global, Mr. Boisson is a prominent figure in the Emergency Preparedness and Continuity Planning fields and has served a number of high-profile governmental clients including the Federal Deposit Insurance Corporation, the Federal Trade Commission, the National Weather Service, and the US Department of Defense. He is also a Certified Business Continuity Professional (CBCP) with the Disaster Recovery Institute International, a certified Member of the Business Continuity Institute (MBCI), and a graduate of the George Washington University.
Ms. Linda Kleckner is a BDA Global Senior Manager with more than a decade of financial services experience as a member of the Senior Executive Service in the federal government and a member of the Federal Financial Institution Examination Council, as well as in the private sector. She served as head consumer regulator for the National Credit Union Administration and also as an appointed member of the Consumer Advisory Council to the Federal Reserve Board. In both capacities, she was regarded as a top level authority on banking regulations and guidelines and their drafting and interpretation. She also has a decade of banking experience in the private sector, as a Vice President of Citigroup, where she specialized in LBOs and sales of financial assets, including securitized debt, and as a Senior Vice President at American Express. She also has two law degrees, including a Masters in Government Contracts and is an expert in legal agreements, including LLCs.
At American Express, Ms. Kleckner headed the top-rated credit card call center in the U.S. with a thousand employees. Prior to that, Ms. Kleckner served as Chief of Staff to the head of Long Term Finance at Citigroup Investment Bank on Wall Street, which was one of the premier LBO outfits. In both of these venues, she was a top performer in extremely demanding management positions and exceeded her performance goals significantly. Prior to that, at Citigroup Ms. Kleckner oversaw the merger of the first Citigroup Savings and Loan takeover, with close to 100 branches, with an existing mortgage subsidiary. She was in charge of crafting a uniform credit policy covering mortgage loans and other assets as a comprehensive reengineering of business processes. The policies developed covered loan and other asset management, valuation, compliance monitoring, loan loss accounting and bank loan administration. Ms. Kleckner was also instrumental in developing internal controls policies and procedures for the Department of Housing and Urban Development Asset Sales Office.
Mr. Ellis is a management consultant with over 25 years of experience assisting companies and government agencies with complex challenges. He has substantial experience consulting on managerial, financial, and operational strategy in a variety of business and governmental settings. Mr. Ellis has advised CEOs, CFOs, COOs and other members of the executive suite of Fortune 500 companies. In particular, he has worked extensively with banks and financial institutions including Bank of America, Wells Fargo Bank, AT&T, Travelers Insurance, Wachovia, Citibank, Salomon Smith Barney, M&T, Bank of Montreal, Suntrust, among others. He has also advised other large corporations including Microsoft, Vodafone, Orange, Verizon, and several government agencies such as the U.S. Navy, U.S. Department of Energy (DOE), EXIM Bank, and NASA (Goddard Space Flight Center)).
His advisory expertise includes business strategy and business management, organizational change, workforce optimization, customer service improvement, and aligning operations to core business objectives. Mr. Ellis has managed projects focused on organizational effectiveness, assessment and re-alignment strategies, resource allocation and utilization strategies, change management, optimizing teams, process management and optimization, customer-based approaches, and understanding and measuring an organization’s alignment to business objectives and customer preferences. Previously, Mr. Ellis was an investment banker at Salomon Smith Barney (now Citibank), and also spent several years consulting with KPMG and Andersen Consulting (now Accenture). Mr. Ellis has a Master’s degree in mathematics from the University of California Los Angeles, is an excellent writer, has coached senior executives, and is a sought-after speaker.
Mr. Figueroa is a Financial Services professional with over 25 years of experience focused the last 18 years on Commercial Lending. He served as a Subject Matter Expert – Credit Risk on 30 bank examination assignments with the Office of the Comptroller of the Current (OCC). Prior to that, was a Vice President and Senior Lending Specialist of the Citigroup Private Bank in Los Angeles, CA. Mr. Figueroa earned his bachelor’s degree in Economics from Harvard University and has held Series 7 and 63 licenses.
His examination clients include:
– First Nat. Bank Baldwin County
– Equity Bank
– Instrust Bank
– Modern Bank
– Woodforest Bank
– American Nat. Bank
– Anchorbank
– Union Center Nat. Bank
– National Republic Bank
– Flushing Sav. Bank
– NewFirst National Bank
– Camden Nat. Bank
– Community West
– Huntington Nat. Bank
– Everbank
– Bank Mutual
– Severn Bank
– American First
– First Nat. Bank of St. Louis
– Patriot Nat. Bank
– Westbury Bank
– Liberty Bank
– First FS&LA of McMinnville
– Bridge Bank, NA
– Bank First National
– Mid-Southern Savings Bank
– First National Bank of PA
– Post Oak Bank
– Suffolk County National Bank
– Homewood Federal Savings
Mr. Gaston Boisson is Managing Director at BDA Global and the former Director of International Chapter Services at the Association of Continuity Planners (ACP). Mr. Boisson also served two terms as President of ACP’s DC and Mid Atlantic Chapter, then the largest group of the Association. He is also the founder and Editor-in-Chief of BCP News, a web news portal that focuses on the continuity planning industry. At BDA Global, Mr. Boisson is a prominent figure in the Emergency Preparedness and Continuity Planning fields and has served a number of high-profile governmental clients including the Federal Deposit Insurance Corporation, the Federal Trade Commission, the National Weather Service, and the US Department of Defense. He is also a Certified Business Continuity Professional (CBCP) with the Disaster Recovery Institute International, a certified Member of the Business Continuity Institute (MBCI), and a graduate of the George Washington University.
Ms. Linda Kleckner is a BDA Global Senior Manager with more than a decade of financial services experience as a member of the Senior Executive Service in the federal government and a member of the Federal Financial Institution Examination Council, as well as in the private sector. She served as head consumer regulator for the National Credit Union Administration and also as an appointed member of the Consumer Advisory Council to the Federal Reserve Board. In both capacities, she was regarded as a top level authority on banking regulations and guidelines and their drafting and interpretation. She also has a decade of banking experience in the private sector, as a Vice President of Citigroup, where she specialized in LBOs and sales of financial assets, including securitized debt, and as a Senior Vice President at American Express. She also has two law degrees, including a Masters in Government Contracts and is an expert in legal agreements, including LLCs.
At American Express, Ms. Kleckner headed the top-rated credit card call center in the U.S. with a thousand employees. Prior to that, Ms. Kleckner served as Chief of Staff to the head of Long Term Finance at Citigroup Investment Bank on Wall Street, which was one of the premier LBO outfits. In both of these venues, she was a top performer in extremely demanding management positions and exceeded her performance goals significantly. Prior to that, at Citigroup Ms. Kleckner oversaw the merger of the first Citigroup Savings and Loan takeover, with close to 100 branches, with an existing mortgage subsidiary. She was in charge of crafting a uniform credit policy covering mortgage loans and other assets as a comprehensive reengineering of business processes. The policies developed covered loan and other asset management, valuation, compliance monitoring, loan loss accounting and bank loan administration. Ms. Kleckner was also instrumental in developing internal controls policies and procedures for the Department of Housing and Urban Development Asset Sales Office.
Mr. Ellis is a management consultant with over 25 years of experience assisting companies and government agencies with complex challenges. He has substantial experience consulting on managerial, financial, and operational strategy in a variety of business and governmental settings. Mr. Ellis has advised CEOs, CFOs, COOs and other members of the executive suite of Fortune 500 companies. In particular, he has worked extensively with banks and financial institutions including Bank of America, Wells Fargo Bank, AT&T, Travelers Insurance, Wachovia, Citibank, Salomon Smith Barney, M&T, Bank of Montreal, Suntrust, among others. He has also advised other large corporations including Microsoft, Vodafone, Orange, Verizon, and several government agencies such as the U.S. Navy, U.S. Department of Energy (DOE), EXIM Bank, and NASA (Goddard Space Flight Center)). His advisory expertise includes business strategy and business management, organizational change, workforce optimization, customer service improvement, and aligning operations to core business objectives. Mr. Ellis has managed projects focused on organizational effectiveness, assessment and re-alignment strategies, resource allocation and utilization strategies, change management, optimizing teams, process management and optimization, customer-based approaches, and understanding and measuring an organization’s alignment to business objectives and customer preferences. Previously, Mr. Ellis was an investment banker at Salomon Smith Barney (now Citibank), and also spent several years consulting with KPMG and Andersen Consulting (now Accenture). Mr. Ellis has a Master’s degree in mathematics from the University of California Los Angeles, is an excellent writer, has coached senior executives, and is a sought-after speaker.
Mr. Figueroa is a Financial Services professional with over 25 years of experience focused the last 18 years on Commercial Lending. He served as a Subject Matter Expert – Credit Risk on 30 bank examination assignments with the Office of the Comptroller of the Current (OCC). Prior to that, was a Vice President and Senior Lending Specialist of the Citigroup Private Bank in Los Angeles, CA. Mr. Figueroa earned his bachelor’s degree in Economics from Harvard University and has held Series 7 and 63 licenses. His examination clients include:
– First Nat. Bank Baldwin County
– Equity Bank
– Instrust Bank
– Modern Bank
– Woodforest Bank
– American Nat. Bank
– Anchorbank
– Union Center Nat. Bank
– National Republic Bank
– Flushing Sav. Bank
– NewFirst National Bank
– Camden Nat. Bank
– Community West
– Huntington Nat. Bank
– Everbank
– Bank Mutual
– Severn Bank
– American First
– First Nat. Bank of St. Louis
– Patriot Nat. Bank
– Westbury Bank
– Liberty Bank
– First FS&LA of McMinnville
– Bridge Bank, NA
– Bank First National
– Mid-Southern Savings Bank
– First National Bank of PA
– Post Oak Bank
– Suffolk County National Bank
– Homewood Federal Savings
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