Experience

BRAD MARGOL CONSULTING LLC Management Consulting

Principal Consultant

5/2015 - Present

Advise companies in three areas:
Corporate Strategy and Planning
Banking, Credit Cards, and Payments
Finance, M&A, and Restructuring

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NTT DATA Services Management Consulting

Senior Manager

6/2014 - 3/2015

Cards & Payments SME and M&A Lead

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Tata Consultancy Services Management Consulting

Consulting Partner

5/2011 - 5/2014

Led North America Cards & Payments strategy practice

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Houlihan Lokey Finance

Financial Restructuring Group Executive

5/2009 - 5/2011

Identified and analyzed distressed financial asset/loan portfolio sales and purchases.

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Global Payments Corporate Strategy & Development

Vice President of Corporate Strategy

3/2006 - 5/2007

Established company’s mission, vision, values, and corporate goals. Led team of 3 direct reports.

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JPMorgan Chase & Co Corporate Strategy & Development

Vice President of Corporate Development

2/2005 - 3/2006

Managed corporate development team of 4 direct reports on M&A, due diligence, and integration strategy assignments.

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Strativa, Inc. Management Consulting

Practice Director, Strategy

3/2002 - 12/2004

Structured and devised B2B strategy, consumer segment analysis, product development, project planning, and team development for clients. Served as member of the Consumer Marketing Task Force for Bank of America. Supervised and mentored up to 12 employees on various projects.

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Bayshore Consulting, Inc. Management Consulting

Vice President

9/1991 - 12/2001

Co-founded this start-up growing to 20 professionals, mostly from Accenture’s Strategic Services Group.

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Sumitomo Mitsui Financial Product Management / Strategy

International Banking Officer

3/1990 - 9/1991

Marketed financial products and services (primarily corporate loans) to CFOs and Treasurers of Fortune 500 companies.
• Managed a portfolio of the loans made and grew it fourfold to over $400 million in an 18-month period.
• Introduced motion picture financing to the bank and brought in over $100 million in films deals.
• Led the Corporate Restructuring and Bankruptcy area.

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Ernst & Young (EY) Accounting

Senior Accountant, CPA

9/1987 - 9/1989

Planned engagements for audits, business management, and corporate restructuring/bankruptcy. Prepared and audited financial statements. Managed up to 17 people on a project, even some at Partner level.