Treasury Alliance Partners are all experienced, senior-level professionals and possess significant prior experience before being invited into the firm. We do not train our staff at client expense. Partners are directly involved with every project from conception through to final client signoff.
The Treasury Alliance Partners, Dan Blumen, Susan Hillman, Robert Novaria , Peter Pinfield, Don Resler, Mark Webster are frequent contributors to leading publications and conferences. Please visit our publications page for copies of articles and White Papers they have authored. The news and events page includes a schedule of speaking engagements.
is a founding partner of Treasury Alliance where he leads consulting engagements dealing with working capital management, treasury design, bank group selection and other global treasury issues. Prior to co-founding Treasury Alliance in 2002, he was Managing Director of Knowledge Management Applications, a firm he founded in 1998.
Blumen was with Bank of America in Chicago and also in Singapore where he managed the ASEAN region of the Global Payment Services Group. He also worked for Citibank in Chicago and in London where he had pan-European management responsibility for cash management business development.
He has worked with large multinationals and emerging international companies and shares his experience as an author and as a frequent speaker at cash management gatherings worldwide.
Dan received his BA in economics, magna cum laude, from Syracuse University and his MSIA from the Tepper School of Business at Carnegie-Mellon University. His invention for cleaning glass-lined reactors has been patented in Canada (#1199550). He is a certified treasury professional.
is a founding partner of Treasury Alliance where she advises clients on all aspects of global treasury operations including liquidity and risk management techniques, global, regional and country-specific banking solutions, treasury policy and procedures and working capital practices. Prior to co-founding Treasury Alliance in 2002, she founded Global Cash Management Ltd. in 1981.
During her more than 30 years of treasury consulting she has directed treasury projects throughout the world, covering North America and Mexico, Central and South America, Europe, South Asia and Asia/Pacific for hundreds of multinationals and financial institutions. She has shared her experience as an author and as a frequent speaker at cash management gatherings worldwide and is a frequent contributor to treasury publications.
Susan received a BA in sociology, summa cum laude, from Barat College and a Masters degree in Education from UCLA. She is also an instrument rated private pilot.
has more than 30 years of corporate treasury experience in the roles of treasurer, credit director, finance manager and controller at BP America and Amoco Corporation. He has successfully managed post-acquisition integrations, technology upgrades and corporate restructurings.
At TAG he leverages his corporate experience in client engagements dealing with global treasury, risk and crisis management, cash management, working capital management, cash flow forecasting, shared services operations and general management.
He shares his experience as an instructor in international treasury management and cash flow forecasting and as a chairperson, moderator and speaker at treasury conferences worldwide.
Bob received his BS in General Engineering (Bronze Tablet) and his MBA in Finance/Accounting from the University of Illinois at Urbana-Champaign.
provides clients with expert advice in the areas of strategic planning, operational research and project and change management. His deep knowledge of global treasury management comes from working with US and other multinationals as a banker designing solutions in the areas of global cash concentration, cash pooling, centralized payments processing, treasury outsourcing and integration with ERP and Treasury Management Systems.
Peter has held senior positions at Bank of America and Citibank in London, Frankfurt and San Francisco. While at Bank of America he served as Head of Productivity services, Europe. In this role, he directed a team responsible for re-engineering and centralizing the Bank’s European Branch operations into a shared service center in addition to other senior roles.
He is an accomplished teacher and facilitator and shares his knowledge at global industry events. He is the author of numerous articles on cash and treasury management and contributed to the “International Cash Management Module” syllabus and text for the Association of Corporate Treasurer’s examination course.
Peter gained his Bsc in economics from the London School of Economics and an HND from the West London School of Business Studies.
has significant experience in managing treasury projects for a variety of corporations, governmental and financial institutions in North America, Europe and Asia/Pacific. These projects have included diagnostic reviews, vendor selection and global treasury projects. He has additional background in marketing international information/treasury management products.
Before joining Treasury Alliance Group in 2005 Don was a founding Principal for Alan West Group formed in early 1997. Prior to that Don was Vice President at Bank of America in Chicago where he managed the Cash Management Consulting Group. He was formerly Executive Vice President-Education at the Bank Administration Institute (BAI). Don also managed the Chicago office of the First National Bank of Chicago’s domestic cash management consulting group.
Don received his BA in Russian language and literature from Harvard College and his MBA from the University of Chicago. He is a certified cash manager, permanent credential.
has over 35 years of experience in all areas of payments and treasury and risk management; and has worked with domestic and international clients in a wide variety of industries, including financial services, retail, insurance and government. He has significant financial services industry experience, having worked for both regional and money center banks in a variety of roles including: CIO, Treasury Services Product Manager, and head of Payments Operations and Check Processing.
Mark is a board member and Past President of NEOTMA , the Northeast Ohio Treasury Management Association and serves on the CTP Body of Knowledge Committee of the AFP. He is the principal author of The Essentials of Treasury Management, 4th ed., and has authored articles on the payments industry, risk management, and operational transformation for a variety of publications. Mark is a frequent speaker and lecturer on both a local and national level and is on the faculty of The Payments Institute, The Institute of International Payments, and The Global Treasury Forum.