Description

I work with fintech and financial services leaders to make sense of complex markets, uncover opportunities, and make decisions with confidence. My background spans go-to-market planning, competitive research, and strategy development—helping companies sharpen both their thinking and planning. I've supported banks, fintechs, and enterprise technology providers on projects ranging from new market assessments and vendor evaluations to broader strategic planning. I'm a good fit for clients looking for a thoughtful partner who brings experience, perspective, and clarity.

Industry field of expertise

Languages

English
Native or bilingual

Workplace preferences

Can work on-site

New York (up to 50km)

Self-Employed Consultant
Strategic Advisor | Fintech & Financial Services
January 2025 - Today (1 year and 5 months)
Advised fintech and banking clients on strategic planning and market opportunities

Delivered market and competitor insights to support investment decisions and positioning

Mapped payment workflows and vendor landscapes to guide partner selection and technology strategy
Market-Entry Strategy Fintech Market Intelligence Strategic planning Competitive Intelligence Techology Vendor Assessments
CI&T
DIRECTOR, FINANCIAL SERVICES STRATEGY/STRATEGIC CONSULTANT
TECH
January 2021 - January 2024 (3 years)
Brazil
Built GTM strategy for real-time payments and oprn banking, generating 25+ bank opportunities

Drove fintech thought leadership with 30K+ views, 500+ downloads

Led analyst/media engagement to raise visibility

Delivered market intel to guide GTM and investment
Go-to-Market (GTM) Strategy Thought Leadership Market-Entry Strategy Fintech Market Intelligence Corporate Strategy
BLOOMBERG INTELLIGENCE (BI)
SENIOR ANALYST – FINTECH, PAYMENTS, & CONSUMER FINANCE
January 2014 - January 2021 (7 years)
Launched fintech dashboard, securing $1.5M+ client deal

Evaluated M&A/partnerships in fintech and payments

Published insights on crypto, BaaS, and embedded finance

Mentored junior analysts and led cross-team research
Fintech Market Intelligence Equity & Market Insight Competitive Intelligence Thought Leadership Investment Strategy

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MBA
Rutgers Business School
1999
MBA
BS
Rutgers
1987
BS

David Ritter

Strategic Advisor | Fintech Market Intelligence

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