Industry: Financial Services
McDermott + Bull’s Financial Institutions Practice works with an array of financial services firms, including investment banks, commercial banks, private banks, credit unions, investment managers, institutional investors, and fintech companies to recruit best in class talent for critical roles. Our boutique approach, coupled with our national reach, allows us to make every search extremely important, and our limited blockage allows us to recruit from a great number of target companies in each region. As a firm, our approach is not to focus on developing a large database so we can retread candidates from one opportunity to the next. On the contrary, every search is treated as a fresh assignment and we perform new candidate identification and research on each search so that we find the best, not just the most well-known or likely candidates for each assignment. Our clients tell us that we bring exceptional candidates into the process that they’ve often never heard about or considered in the past, which brings a fresh perspective to each assignment.
The Financial Institutions Practice is led by industry experts Rod McDermott and Brandon Biegenzahn. Rod is a former corporate banker with Citibank and Security Pacific, and he currently sits on the Board of a community bank based in Southern California. Brandon is a former corporate finance attorney where he represented banks including Bank of America, Wells Fargo, and Union Bank in the areas of mergers and acquisitions, asset based financing, and real property purchase and sale transactions.
Placement Announcements
Financial Services Articles
McDermott + Bull Places Senior Director of Incubation, Filene Research Institute
McDermott + Bull has successfully placed Joshua Sledge as the Senior Director of Incubation at Filene Research Institute. Josh will develop, plan, and manage Filene’s incubation initiatives and funding within the credit union system. He will be charged with arming...
McDermott + Bull Places Chief Technology Officer, Envestnet, Inc.
McDermott + Bull has successfully placed Robert Coppola as Chief Technology Officer at Envestnet, Inc. He will be tasked with furthering Envestnet’s overall technology innovation and solutions philosophy. Additionally, he will be responsible for defining the strategy...
McDermott + Bull Places Chief Financial Officer, Exchange Bank
McDermott + Bull has successfully placed Shari DeMaris as the Chief Financial Officer at Exchange Bank. Shari will serve on the executive leadership team and will play a key role in shaping the future of the bank as a visible strategic and operational leader, driving...
2019 State of the Market
CLICK HERE TO DOWNLOAD THE FULL ARTICLE In preparing this State of the Market for 2019, I revisited my 2017 and 2018 editions. I found that in each I used the word “optimism” in my first sentence to describe our sentiments towards the market. Our optimism remains, but...
The Executive Interview (A Roadmap Part II)
CLICK HERE TO DOWNLOAD THE FULL ARTICLE Preface – As we shared in the preface to part I of this two-part article, we are distilling the executive interview process. We have prepared this article in two parts in order to compartmentalize the different components of the...
The Executive Interview ( A Roadmap)
CLICK HERE TO DOWNLOAD THE FULL ARTICLE Preface – Allow me to provide a quick preface to this article. Over the course of our next few quarterly distributions, we will be distilling the executive interview process. Due to the many variables within any given executive...
Trend: Enterprise Risk Management is Real
CLICK HERE TO DOWNLOAD THE FULL REPORT Long-Term Capital Management, a hedge fund management firm, famous for its quantitative trading approach and its belief, supposedly borne out by its risk models that said it was taking minimal risk, collapsed in the late 1990s....
State of the Market in 2018
CLICK HERE TO DOWNLOAD THE FULL ARTICLE As we prepare this year’s State of the Market, we are again feeling optimistic. Our optimism stretches beyond banking and attaches to the economy as a whole. Silicon Valley Bank summarized it well in their recent State of the...
Trend: Succession Planning as a Core Competency
CLICK HERE TO DOWNLOAD THE FULL ARTICLE No doubt you’ve heard about Sports Illustrated’s winning prediction three years before it actually happened. In their June 24, 2014 issue they ran a photo of the Houston Astros with the cover line: Your 2017 World Series Champs!...
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