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Financial Services


EFL Associates has recruited C-Suite executives for financial services companies across the industry spectrum. This broad range of talent acquisition experience enables our consultants to quickly identify, vet and select future leaders for all types of roles and institutions.

Our executive search firm’s rich talent management portfolio includes projects for:

  • Multi-billion dollar commercial banking enterprises 
  • De novo and well-established urban and rural community banks 
  • Residential and commercial mortgage banking entities 
  • Credit union and related entities 
  • Life insurance companies 
  • Property and casualty insurance firms and brokerages 
  • Global mutual funds organizations, broker/dealers, and registered investment advisory practices 
  • Wholesale financial intermediaries (private and quasi-governmental backed)

EFL Associates’ financial services experience is founded upon our partners’ hands-on, real-life expertise working within or the organizations described above. Function knowledge extends to top-leadership posts for general management, finance/accounting, business development, asset management, compliance, legal, marketing communications, human resources, underwriting, and origination. This background ensures our consultants understand and appreciate a clients’ business so they can best identify clients’ future leaders.

For more information specific to Financial Technology, visit our FinTech specialty practice page.

Key Contacts

Practice Leaders
Jay Meschke
Dan Cummings
Denver Managing Director

Talent & Compensation Solutions