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Jim Mortensen

Strategic Advisor, Fraud & AML

Aite-Novarica Group

Country or State

United States

Bio

Companies that deal with consumers or small businesses have three basic challenges: - How do I find and seamlessly onboard profitable customers? - How do I manage my customers in the most customized, profitable manner? - How do I prevent fraudulent accounts/transactions and comply with key regulations? I have worked in the financial services industry for over 30 years dealing with these issues through the use of data and analytics. My experience, from managing multi-million dollar portfolios to building products that address these issues, gives me a unique perspective to help businesses develop profitable customer portfolios while providing experiences that promote growth and long-term retention. My background includes extensive experience in product management, financial analysis, technology delivery and credit & fraud risk management. My core skill set is the conceptualization, development and delivery of advanced analytic capabilities to clients.

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Current Position

Strategic Advisor, Fraud & AML at Aite-Novarica Group

Degrees

BS, Accounting with an emphasis in CIS

Skills