Our Experts

Founder & CEO

Peter Bertacco has 25+ years' of financial services experience having been a trusted advisor and member of senior leadership teams within investment, retail & commercial banking and within funds and wealth management while holding senior finance positions in the core business and on remediation, technology & operational transformation programs.

For the past decade Peter has acquired significant experience of how to conduct large-scale customer remediation programs while working in the UK with the Royal Bank of Scotland (RBS) Group as Finance Director and part of the operational delivery senior leadership team and more recently as Operations Manager on engagements with Australian clients such as CBA’s aligned adviser financial advice fees for no service remediation program, AIA Australia and Retirement Victoria.

With his wealth of knowledge, he brings a proven track record as a leader in delivering strategic change and customer remediation programs.

Experience

• Oceanic Consulting Group (OCG)

• Commonwealth Bank of Australia (CBA)

• AIA Australia

• Retirement Victoria (Fitzpatricks Private Wealth)

• Royal Bank of Scotland (NatWest Group) 

• Barclays Bank

• Blackrock

• Merrill Lynch Investment Managers 

• Gartmore Investment Management

• ABN AMRO

• HSBC Asset Management

• Schroders Investment Management

• Pannell Kerr Forster (PKF)

• Ernst & Young (EY)

Technology Consultant

Jay Stuart is a Senior Logistics leader with 35+ years of International financial services experience in both management and advisory roles. 

He has a proven track record in devising and implementing transformational business, process and technical solutions during periods of rapid growth, change, acquisition/integration, and business rationalisation. Having worked with banks, exchanges, solution providers, financial data vendors and consultancy firms Jay has extensive experience managing strategic and policy planning, business/product development, operations, change, implementation of legal and regulatory policy, and remediation. 

Jay has led client assignments focused on technical strategy and prototype development, has developed e-commerce capabilities for investment products and has led due diligence and operational integration following numerous acquisitions.  Most recently Jay has led the remediation review of Interest Rate Hedging (IRHP) Products with responsibility for core processes, technology, and data analysis with a global bank. He has also been responsible for a number of client engagements delivering remediation focused business process solutions with a global consulting firm.  

Experience

• Oceanic Consulting Group (OCG)

• KPMG

• Royal Bank of Scotland (NatWest Group)

• Cooperative Banking

• Quantum Corporate

• Six Financial Information

• JP Morgan

• DrKW

• Deutsche Borse AG

• Interactive Data Corp

• Merrill Lynch

• Morgan Stanley

• Swiss Bank Corporation

• Bankers Trust

Technology Consultant

Since 2013 Mark has supported the operational delivery of several large high-profile customer remediation programs in the UK commercial and retail banking sectors for clients including HSBC, Royal Bank of Scotland (Natwest Group) and TSB Bank.

Through these engagements Mark has developed intricate knowledge and understanding of remediation frameworks and best practices across all operational delivery workstreams. Mark provides expertise in the design and production of management information reporting suites which deliver insight and track program delivery, operational effectiveness, customer outcomes and redress. 

To achieve this, Mark combines robust awareness of core operational and supporting administrative activity with an innate understanding of key data being captured throughout the remediation process within workflow tools and systems. 

Most recently Mark led the closure methodology and the complaint closure delivery team on the GRG Complaint Review Program at RBS. Marks current role sits across the Data Assurance and Customer Payments functions within the HSBC UK Commercial Banking Redress Programme.

Experience

• HSBC

• Royal Bank of Scotland (NatWest Group)

• TSB Bank

• Citi Private Banking

PMO Consultant

Julio has 25+ years as a Portfolio/Program Office Manager, coach and mentor known for driving successful delivery of complex global programs in the banking and insurance sector.

Julio's experience has provided him with the understanding of key the issues and challenges to ensure a controlled successful delivery.

Julio has a solid background in Project Management Disciplines and Governance with extensive experience in mobilising/recovering and running efficient Portfolio and Program Offices and has supported complex multi-year global programs.

Julio has the ability to steer through complex governance models and provide pragmatic solutions that will mean successful delivery. 

Experience

· LCH.CLEARNET Group

· CGI

· Barclays

· RSA

· Lloyds Banking Group

• Lloyds TSB

• Norwich Union Life

• HBOS

• AXA PPP healthcare

• AXA Insurance

• Legal & General

Strategy Consultant

Laura has more than 20 years’ experience working in senior leadership positions for global corporate, consulting, advisory, technology & start-up organisations spanning multiple sectors and geographies across UK, Europe, Asia Pacific, US and Australia. 

Laura has successfully led significant global transformations programs in operations, people and technology transformations and in complex mergers and acquisitions with a focus on organisational change, business growth, customer centric digitisation and operational efficiency. She is a resilient leader and collaborative decision maker who influences at Group Board level. In addition to Laura’s corporate experience, she has delivered strategic and growth consultancy to business start-ups and SMEs. 

Working with founders and business leaders, she’s provided critical operational and strategic support by establishing key business foundations including capital fundraising, market entry strategies, management team structure and digital technology design and implementation. 

Laura’s unique background of cross functional skills and diverse industry knowledge accelerates the successful delivery of end-to-end solutions for major digital transformational change programs in line with client objectives.

Experience

• Spirit Super

• Her Tech Path

• Blackrock

Marketing Consultant

Silvia has more than 20 years' of international experience in marketing, sales & events taking care of all marketing and communications for Resolve Evolve and providing marketing consultancy to our clients through Resolve Evolve Marketing.

Silvia currently works for small B2C and B2B start ups and in the marketing team for Fernwood Fitness in Melbourne Australia.

Silvia previously worked at the global media sales company, Newbase, heading up the development & implementation of local and regional marcom strategies across 10 offices within Europe and the Middle East. 

Silvia implemented new B2B partnerships and provided successful business development strategies for media owners, advertising clients and partners by creating sophisticated marcom activities and high-level events. As part of the leadership team she advised on brand strategy, company vision, internal and external communication. 

Prior to this, Silvia worked in PR, Marketing and Event Management for Emblaze, WPP, British Council and with various international events.

Experience

• Fernwood Fitness

• Willie Weston

• Newbase (formerly Publicitas)

• Emblaze

• WPP

• British Council