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Advisory Group

At the center of Open Financial Services is a highly knowledgeable advisory board – each member bringing a specific set of experiences and expertise.


The purpose of the Advisory Group is three fold:

  1. Horizon Scanning – Both the Compliance landscape as well as the interconnected financial services and commerce communities are rapidly evolving and changing. The only way to stay relevant in tomorrow’s environment is to accurately predict ‘where the hockey puck will be’, not where it is at present.

  2. Solution advice in anticipation of movement towards open banking model services (open banking, omni channel banking, digitization, balance sheet management at a customer centric level, cross silo/cross industry inter connectivity, etc) – and consulting with clients on their challenges, issues, and solution gaps.

  3. Consortium of like minded future focused professionals who can collaborate and work together to positively impact their businesses and change the world.

Join our Advisory Group today to collaborate with peers and leading industry experts on a wide range of topics like Financial Marketplaces, Digitization & Open Banking, Horizontal Governance, Digital Identity, Technology, AML Fraud & Risk Mitigation, or specific Compliance topics. 

Advisory Board Members

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Gerald W. Hayden

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Associate Partner, IBM Digital Strategy and Transformation Consulting - Global Financial Services

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Daniel W. Bingham

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Executive Consult & Associate Partner, IBM Strategy & Market Development, Industry Platforms

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Daniel Gotlieb

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Principal & Sr. Consultant, Infosys

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Robb Combs

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VP - Custody & Clearing Division, Raymond James

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Christy Clark

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VP - Compliance & Wealth Management, Goldman Sachs

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William Bambara

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President and founder of International Business Links, LLC


John Diwishek

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AML & Risk Sr. Consultant and Co-founder of Open Financial Services, LLC

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 Michael O'Leary

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Managing Director and Co-founder of Open Financial Services, LLC

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