our services
Advisory Services
Tenured Subject Matter Experts in Regulatory Compliance Risk Management advise you on what is required, where it is applicable, and how to efficiently and effectively manage it.
Consulting Services
Support the planning and execution of targeted look-back and look-forward solutions resulting from adverse compliance, audit, or examination results.
Managed Services
Manage the day-to-day Risk and Compliance needs by performing our Client's Compliance Admin responsibilities at a fraction of the cost.
Training
Theory- and Results-based training to Board, Management, Staff, Auditors, and Examiners on topics ranging from basic Compliance themes to highly technical regulatory requirements such as BSA/AML, Fair Lending, GLBA and GDRP, HMDA, TILA, UDAAP, etc.
our Team
Miles Daniel - Lead Client Partner
Miles Daniel - Lead Client Partner
Miles Daniel - Lead Client Partner
Miles brings 25 years of Risk and Compliance experience to Boundless Risk Solutions. Prior to founding Boundless, Miles invested 9 years as a Managing Principal in FIS Global (through acquisition) delivering compliance solutions to regional and community banks, credit unions, and mortgage companies across the southeastern United States.
Miles brings 25 years of Risk and Compliance experience to Boundless Risk Solutions. Prior to founding Boundless, Miles invested 9 years as a Managing Principal in FIS Global (through acquisition) delivering compliance solutions to regional and community banks, credit unions, and mortgage companies across the southeastern United States. Before that, he dedicated 6 years to KPMG’s Risk Advisory Services as a Senior Analyst advising large, complex multi-national financial and non-financial institutions on enterprise risk management strategies and solutions with a primary focus on regulatory risks. His career started at the Federal Reserve Bank of Atlanta where he was certified as a Federal Reserve Examiner in 2004.
Jane Herb - Client Partner
Miles Daniel - Lead Client Partner
Miles Daniel - Lead Client Partner
Jane has 30 years of experience as an accomplished audit, risk management, regulatory compliance, and BSA/AML professional. During her career, Jane has completed enterprise-wide compliance risk assessments; advised on effective regulatory change management programs and strategies; performed risk-based compliance monitoring reviews to ide
Jane has 30 years of experience as an accomplished audit, risk management, regulatory compliance, and BSA/AML professional. During her career, Jane has completed enterprise-wide compliance risk assessments; advised on effective regulatory change management programs and strategies; performed risk-based compliance monitoring reviews to identify, report, and correct compliance violations and control weaknesses; and performed internal audits of bank operations. Jane served as a Compliance Managing Director with Mazars USA LLP, FIS EGRC, Federal Reserve Bank of New York. Jane is a Certified Regulatory Compliance Manager and Certified Anti-Money Laundering Specialist