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Breana Patel

CEO at Bonova Advisory

New York, United States

Breana is an internationally recognized financial industry thought leader with subject matter expertise across a variety of financial products, markets on buy side and sell-side with extensive focus on regulatory transformations, Enterprise risk management and Digital strategies for RPA, AI and Blockchain applications in Finance . She advises C-Levels and Senior boards at Banks and Financial services. Her clients range from large SIFI banks, Clearing houses, Crypto exchanges to state, local and federal agencies

As a sought after industry global thought leader , Breana has been interviewed by media for live TV and Radio on various topics in Finance. Her work/thought leadership has been featured on Forbes, Thrive Global, Capgemini World Report, Market watch and others. She addresses large and diverse audiences at large banks, Economic Development Events with State and City, Fin-tech and Regtech firms
More info on www.breanapatel.com

Available For: Authoring, Consulting, Influencing, Speaking
Travels From: New York, NY

Breana Patel Points
Academic 0
Author 29
Influencer 20
Speaker 11
Entrepreneur 20
Total 80

Points based upon Thinkers360 patent-pending algorithm.

Thought Leader Profile

Portfolio Mix

Company Information

Company Type: Company
Business Unit: Digital Risk and Regulatory Transformation
Minimum Project Size: N/A
Average Hourly Rate: N/A
Number of Employees: N/A
Company Founded Date: Undisclosed
Media Experience: 5 years
Last Media Training: 04/02/2018
Last Media Interview: 10/13/2018

Areas of Expertise

Agile
AI 30.14
Blockchain 30.47
Change Management 30.37
Digital Disruption 30.19
Digital Transformation 30.01
Future of Work
GovTech
Innovation
Leadership
Management 31.02
Privacy
Big Data
FinTech 30.18
Cryptocurrency 30.38
Open Innovation 30.34
Risk Management 33.51
RPA 36.12

Industry Experience

Federal & Public Sector
Financial Services & Banking
Insurance
Professional Services

Publications

29 Article/Blogs
Steve Villegas People dont care how much you know its about how much you care
Import from medium.com
February 15, 2019
Banking and Fintech Trends with Steve VillegasPPROYou learn a lot of different quotes and lessons over the years and I try to practice a lot of the principles I have learned some pertaining to leadership One of the things that stands out to me is that people dont care how much you know it

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How we can make a compliant bridge between the crypto economy traditional finance with Arnaud
Import from medium.com
February 15, 2019
How we can make a compliant bridge between the crypto economy amp traditional finance with Arnaud Salomon CEO of MtPelerinI had the pleasure of interviewing Arnaud Salomon who is now one of the leading Fintech and blockchain figures in Switzerland thanks to his two breakthrough initiativ

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Tags: Blockchain, Finance

Steve Villegas People dont care how much you know its about how much you care
Import from medium.com
February 15, 2019
Banking and Fintech Trends with Steve VillegasPPROYou learn a lot of different quotes and lessons over the years and I try to practice a lot of the principles I have learned some pertaining to leadership One of the things that stands out to me is that people dont care how much you know it

See publication

How we can make a compliant bridge between the crypto economy traditional finance with Arnaud
Import from medium.com
February 15, 2019
How we can make a compliant bridge between the crypto economy amp traditional finance with Arnaud Salomon CEO of MtPelerinI had the pleasure of interviewing Arnaud Salomon who is now one of the leading Fintech and blockchain figures in Switzerland thanks to his two breakthrough initiativ

See publication

Tags: Blockchain, Finance

Meet The Female Titans of RegTech Dr Sian Lewin From RegTech Associates Breana Patel
Import from medium.com
February 12, 2019
At Bonova Advisory we interview C-Suites Celebrities Influencers and Industry thought leaders on a wide variety of topics in Finance Banking and Technology This week I had a chance to interview one of the top women inRegTechI had the pleasure of interviewing Dr Sian Lewin who is currently He

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Tags: Finance

Meet The Female Titans of RegTech Dr Sian Lewin From RegTech Associates Breana Patel
Import from medium.com
February 12, 2019
At Bonova Advisory we interview C-Suites Celebrities Influencers and Industry thought leaders on a wide variety of topics in Finance Banking and Technology This week I had a chance to interview one of the top women inRegTechI had the pleasure of interviewing Dr Sian Lewin who is currently He

See publication

Tags: Finance

What Are Most Important Factors To Consider When Onboarding RegTech with Dr
Import from medium.com
February 11, 2019
Meet The Female Titans of RegTech Dr Sian Lewin From RegTech Associates amp BreanaPatelAt Bonova Advisory we interview C-Suites Celebrities Influencers and Industry thought leaders on a wide variety of topics in Finance Banking and Technology This week I had a chance to interview one

See publication

Tags: Finance

What Are Most Important Factors To Consider When Onboarding RegTech with Dr
Import from medium.com
February 11, 2019
Meet The Female Titans of RegTech Dr Sian Lewin From RegTech Associates amp BreanaPatelAt Bonova Advisory we interview C-Suites Celebrities Influencers and Industry thought leaders on a wide variety of topics in Finance Banking and Technology This week I had a chance to interview one

See publication

Tags: Finance

How to Build a Business to Go Public with Terry Williams
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Terry Williams CEO of ORS Partners ORS Partners is a white-label recruiting firm that seamlessly integrates into a clients company to find and hire the right talent Through focusing on people process and technology ORS develops and implements strategies to

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Tags: Recruiting

How To Build A Business To Go Public With James Cassel and Breana Patel
Import from medium.com
January 25, 2019
James Cassel chairman and co-founder of Cassel Salpeter amp Co is an investment banker who uses his unique experience as a dealmaker and attorney to guide clients and help them achieve their goals Focused on representing middle-market companies Jim has successfully negotiated structured and

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Identify Capitalize On Your Competitive Advantage With Justin Goodbread
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Justin Goodbread Justin is a Certified Value Growth Advisor a Certified Exit Planning Advisor and a CERTIFIED FINANCIAL PLANNER Armed with 20 years of experience starting buying selling and owning businesses Justin now spends most of his time helpi

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Mastercards Strategies To Create A Sustainable Financial Crimes Program with Chief Compliance
Import from medium.com
January 25, 2019
Mastercards Strategies To Create A Sustainable Financial Crimes Program with Chief Compliance Officer Karen Griffin and BreanaPatelAt Bonova Advisory we interview C-suites Influencers and Industry Thought leaders on various pining topics within Business Finance and Technology This week

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Tags: Finance

Top 5 Fintech and Banking Trends 2019 with Finxact
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Frank Sanchez the Founder and CEO of Finxact Finxact is disrupting a multibillion-dollar industry which underpins the mission critical systems that every bank in the world reliesuponThank you so much for doing this with us What is your backstoryIstarte

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Tags: FinTech

How To Build A Sustainable Financial Crimes Program
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Lisa Phillipson this week Lisa Phillipson is the CEO and principal broker of elpe Insurance Brokerage After graduating from UC Santa Barbara with a Bachelor of Arts Lisa worked in the legal field for the next five years as a paralegal She founded elpe Insuranc

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How to Build a Business to Go Public with Terry Williams
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Terry Williams CEO of ORS Partners ORS Partners is a white-label recruiting firm that seamlessly integrates into a clients company to find and hire the right talent Through focusing on people process and technology ORS develops and implements strategies to

See publication

Tags: Recruiting

How To Build A Business To Go Public With James Cassel and Breana Patel
Import from medium.com
January 25, 2019
James Cassel chairman and co-founder of Cassel Salpeter amp Co is an investment banker who uses his unique experience as a dealmaker and attorney to guide clients and help them achieve their goals Focused on representing middle-market companies Jim has successfully negotiated structured and

See publication

Identify Capitalize On Your Competitive Advantage With Justin Goodbread
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Justin Goodbread Justin is a Certified Value Growth Advisor a Certified Exit Planning Advisor and a CERTIFIED FINANCIAL PLANNER Armed with 20 years of experience starting buying selling and owning businesses Justin now spends most of his time helpi

See publication

Mastercards Strategies To Create A Sustainable Financial Crimes Program with Chief Compliance
Import from medium.com
January 25, 2019
Mastercards Strategies To Create A Sustainable Financial Crimes Program with Chief Compliance Officer Karen Griffin and BreanaPatelAt Bonova Advisory we interview C-suites Influencers and Industry Thought leaders on various pining topics within Business Finance and Technology This week

See publication

Tags: Finance

How To Build A Sustainable Financial Crimes Program
Import from medium.com
January 25, 2019
I had the pleasure of interviewing Lisa Phillipson this week Lisa Phillipson is the CEO and principal broker of elpe Insurance Brokerage After graduating from UC Santa Barbara with a Bachelor of Arts Lisa worked in the legal field for the next five years as a paralegal She founded elpe Insuranc

See publication

What are the top risks in Organizational Restructuring
Import from wordpress feed
September 26, 2018
The Top Risks in Restructuring With great organizational change comes great responsibility Therefore in order to create a sustainable growth companies must learn strategies on how to manage the risks in restructuring Such risks involve an impact on ROI that may occur when applying new changes to

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Why do Customer Identification Programs Fail in AML
Import from wordpress feed
August 20, 2018
How CIPs Fail to Uphold AML and BSA Customer Identification Programs CIPs were put in place to reduce identity fraud for individuals and banks but these programs fall short in complying to various Anti-Money Laundering AML and Bank Secrecy Act BSA regulations and their requirements due to a n

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Why the Fintech Charter
Import from wordpress feed
July 02, 2018
Why The Fintech Charter 4th Industrial Revolution 38 Its Impact We live in an age of shared economy where people are sharing cabs workspaces homes and cars How does this impact the overall markets The way consumers are spending sharing borrowing has changed drastically Anything we want o

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The Top 10 Challenges in RPA Implementation
Import from wordpress feed
May 21, 2018
The Top Ten Challenges in RPA Implementation Robotic Process automation otherwise known as RPA is a significant rapid change thats encroaching upon many industries Quickly evolving implementing RPA into your industry could help to digitize labor using machine intelligence capitalize on enga

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Tags: RPA

Best Practices for Internal Capital Adequacy Planning
Import from wordpress feed
April 30, 2018
Best Practices in Managing Internal Capital Adequacy Guaranteeing a Solid Base of Capitalization Cooked down to its essence the convulsion that overtook the international banking system in 2008 came down to institutions lacking adequate capitalization The failure of Lehman Brothers due to its

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Top 10 tips for building RPA Center Of Excellence
Import from wordpress feed
April 09, 2018
How Disruptive Technology Can Help Financial Institutions As financial institutions race to improve operational efficiencies robotic process automation RPA has emerged in recent years as a way to help financial institutions reach a new level of operational excellence RPA disrupts the existing bu

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Tags: Digital Transformation, Digital Disruption, RPA

1 Founder
Bonova Advisory Inc.
Bonova Advisory Inc.
September 02, 2014
Bonova Advisory helps clients of varying sizes within financial services for Risk Management and Regulatory Compliance. Whether its responding to a MRA/MRIA, performing review and assessment, mock examinations, regulatory transformation or setting board level risk appetite to align with organizational goals, our clients receive a seamless experience.

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Tags: Management, Risk Management, RPA

1 Keynote
Creating a regulatory change management framework to manage risk and navigate change
RegTech Summit
November 15, 2018
How are firms developing capabilities to help anticipate risk, track and analyse regulatory updates
Reviewing progress towards standards-based semantic technologies and machine-readable texts for interpreting regulatory change from the regulators and market participants

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Tags: AI, Change Management, Risk Management

2 Media Interviews
Blockchain and Cryptocurrency Regulations
CW Philly
October 13, 2018
Featured on CW Philly to simplify what is blockchain and cryptocurrency for masses

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Tags: Blockchain, Cryptocurrency

How This Minority Millennial Woman Has Built a Seven-Figure Business That’s Disrupting The Financial Services Industry
Future Sharks
July 19, 2017
Provided tips on building a successful business

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Tags: Digital Disruption, Open Innovation

1 Panel
Robotic Process Automation in Risk and Compliance in Banking
Kofax
June 15, 2018
Areas that could benefit from RPA within Risk and Compliance

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Tags: AI, FinTech, RPA

1 Quote
10 Ways Mobile Payments Can Change Customer Interactions
Forbes
July 06, 2018
3. Customized Targeting Versus Mass Marketing

With the advance of digital wallets and mobile payments, we are moving towards a cashless society. To remain competitive, businesses would have to enhance the overall customer experience. Businesses would now have to first analyze each customer's spending habits, their current location and then direct customers to special deals and promotions where they are able to download more information. - Breana Patel, Bonova Advisory Inc

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Tags: FinTech

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Breana Patel