Everett Advisory Partners, Llc logo
VerifiedBusiness Consulting and Services· Founded 2009

Everett Advisory Partners, Llc

Everett Advisory Partners is an advisory firm an extensive track record of providing insight and advice to regional and community banks and investors. We take pride in customizing our advice to meet the needs and capabilities of each client - no matter how big or small. Our clients range from small banks ($100 million in assets) to regional banks (up to $10 billion in assets). The optimal solution for each client is different; we work with our clients to identify the keys to success and develop solutions that work for them. Our principals bring experience form years of service in both advisory, sales and administrative roles. They have been relationship, credit and treasury management executives responsible for originating new business, and managed key back-office and infrastructure functions. Our team understands that an idea, no matter how good, is still just an idea until a client can operationalize it as a product or service. We work closely with clients to ensure that the people, processes and technology are in place to fully execute the business strategy, meet investor goals and maintain compliance. Over the last 6 years our team has successfully guided banks, boards and investors through acquisitions, re-capitalizations, stabilization and restructurings, turnarounds, transformations, merger integrations, implementation of enterprise risk management practices and regulatory examinations and approvals.

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HeadquartersDallas, United StatesEmployees9(11 to 50)Annual revenue$1M to <$10MFounded year2009Websiteeverettadvisory.comLinkedIn profileLinkedIn

Verified contacts

5

available on Kipplo

LinkedIn employees

9

11 to 50 range

Open roles

no listings

Distinct roles

4

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Everett Advisory Partners, Llc

4 distinct titles indexed · top 4 shown.

  • 2consultant
  • 1executive director of human capital
  • 1managing director of compliance and risk management
  • 1managing director, diversity & human capital resources

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