Synergy Consulting Group was formed with small businesses in mind.
We understand the challenges fast growing companies face in trying to achieve scale, improve productivity, successfully manage significant transitions.
We have spent decades doing that work. We are strategists and we are pragmatic. What works for your company is unique to your culture. We get it.
We will build and execute a plan that reflects how your company communicates, building on your team’s strengths and filling any gaps to make you stronger. We are responsive, nimble and practical.
We know that finding the right adviser for the your business is an important choice . We offer free consultations to understand your needs, your situation, and your budget.
Greg has spent over 30 years as a change agent in companies large and small. He started his career in public accounting, then rose through the ranks as a CFO of commercial, retail, and corporate groups at First Union and successor companies—Wachovia and Wells Fargo. His experience with acquisitions and operations led him to create a boutique consulting firm focused on assisting high-growth, small cap banks with acquisitions and achieving scale during the Recession. He then joined Square 1 Bank as EVP of Shared Services and was responsible for efficient back office growth at one of the nation’s fastest growing, most innovative banks. Most recently, Greg was COO of Live Oak Banking Company, a leader in technology-driven process improvement. He founded Synergy Consulting Group, LLC in 2018.
Greg is a native of Louisiana, and an avid Saints fan. He earned a B.S. in Accounting from Louisiana Tech University and is a Certified Public Accountant (inactive), a Certified Management Accountant, and a Certified Kansas City BBQ Judge.
Steve has spent more than 40 years in leadership positions beginning as a cadet at West Point, followed by a distinguished five year career as a US Army Ranger. Steve has more than 35 years in executive positions in the banking industry leading operations and service divisions at HSBC, CoreStates, First Union, Wachovia, Citibank and Square 1 Bank. Steve is the founder and owner of Granite River Consulting, LLC formed in 2016 and became a partner at Synergy Consulting Group at its founding in 2018.
During Steve’s career, his operations and service division’s consistently garnered industry accolades for achieving “best in class” status and number one rankings. Steve is a seasoned leader and subject matter expert in operational efficiency and effectiveness, as well as an advocate of the continuous process improvement philosophy.
A native of New York, Steve earned a B.S. in Engineering from the United States Military Academy at West Point where he was also an intercollegiate lacrosse player and elected member of the Student Council. He is a sports enthusiast and coached youth baseball for more than 15 years.