Strategic Execution
We help financial institutions transform risk, compliance, and operations with proven leadership, hands-on execution, and program oversight that gets results.


Who We Are
Built by Industry Veterans. Trusted by Tier-1 Institutions.
PGMPis a boutique consulting firm founded by financial industry professionals who’ve spent their careers inside banks, insurance companies, and top consulting firms. Since 2012, we’ve helped institutions address regulatory mandates, remediate risk issues, and execute large-scale programs with precision and credibility.
We don’t just advise from the sidelines — we partner with your teams to get things done.
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13+ Years Supporting Regulated Institutions
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50+ Regulatory, Risk, and Delivery Programs Executed
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100% Closure Success for Tier-1 MRA & Audit Issues
1
Enterprise Data Platforms Delivered
1
x
Acceleration in Project Delivery
1
%
AI-Ready Frameworks Delivered
1
k+
PMO work hours delivered
What We Do
We specialize in execution-first consulting — managing complex change from regulatory mandates to enterprise program delivery.


Why PGMP
Not Just Advisors. Partners in Execution.
- We deliver with — and through — your people
- We lead external vendors and Big 4 firms on your behalf
- We embed across 1LOD, 2LOD, and Enterprise Functions
- We are certified professionals: PMP, PgMP, CISA, SAFe, Lean Six Sigma
- Our work stands up to boardroom, audit, and regulatory scrutiny
Signature Case Studies
Proven Results from the Front Lines
OCC Exam Success After MRA Turnaround
We helped a global custodian bank close multiple MRAs and pass a critical OCC exam by delivering a remediation playbook, stakeholder alignment, and audit-ready execution.
Enterprise Controls & Third-Party Oversight Transformed
Redesigned RCSA across a regional bank, realigning 2,000+ controls and improving audit outcomes.
Simultaneously rebuilt third-party frameworks to lift SLA compliance by 40%—leading to a clean NYDFS
exam with zero critical findings.
Wealth & Retirement Platforms Reimagined
Redesigned banking, wealth and retirement platforms for global banks, major funds and
insurers—accelerating digital transformation, ensuring compliance, and driving enterprise adoption
across investment and consumer segments.
PGMP
US
PGMP
CLIENTS TESTIMONIAL
Trusted by Executives Across Risk, Compliance, and Transformation
PGMP.US helped us close six MRAs in 14 months — with both the OCC and our board happy. Their clarity and confidence were invaluable.

Managing Director
Regulatory Affairs, U.S. BankThey led our entire delivery team, managed the vendors, and built a PMO that’s now the gold standard. They don’t just advise — they execute.

Head of Transformation
Global Wealth FirmThe most credible control consultants we’ve ever worked with. Risk and audit both gave them high marks.

Chief Risk Officer
Major Insurance Carrier
We help you align strategy, delivery, and accountability — across programs, controls, and risk.