Credit Card Portfolio Expert in Marketing Agreements

Case Description:

A credit card portfolio expert in marketing agreements was needed for a case alleging bad faith and breach of contract. The plaintiff, a credit card services company, purchased a credit card portfolio from the defendant, a provider of banking and other services. The deal included an exclusive arrangement for the plaintiff to market credit cards and similar services to the defendant's customers. Approximately a month after the agreement was signed, the defendant announced a merger with another financial services company that had its own credit card services provider.

IMS ExpertServices was asked to locate credit card portfolio experts with knowledge of marketing agreements and other industry practices in the credit card services industry.

Experts Presented:

  • Securitization Expert

    This securitization expert is president of a company that acquires and sells charged off credit card portfolios. She holds an M.B.A. and NASD Series 6 and Series 63 licenses. Her previous experience includes serving as CEO of a firm that offered financial services to both public and private entities, and directing funds management for a regional brokerage house's investment banker. She is a recognized expert in the charged-off credit card receivables product and is familiar with due diligence and other industry practices for the investment banking, securitization, and credit card industries. IMS Reference #1991635

  • Credit Card Portfolio Expert

    This credit card portfolio expert currently works for a firm that manages credit card portfolios for its clients. His duties there include managing the marketing and administrative teams, as well as new business development and client contact negotiations. Previously he managed sales and marketing teams for other financial services companies. He is an industry expert in the underserved credit card market with demonstrated expertise in pricing, segmentation, marketing agreements, product development and risk management for non-prime credit cards. IMS Reference #432866

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Industry: All, Banking, Finance