Get to know us

Services and history

TPG is the preeminent digital risk advisory firm, helping executives across sectors to address increasingly complex business and regulatory compliance challenges associated with the risks arising from doing business in a digital first world. Our team of former industry leaders across both business and technology functions, collaborate with in-house and third party partners to deliver the right solution to our clients. We believe that together we can better protect our clients and therefore their brand reputation.

People and culture

The Phillimore Group, based in South Florida, provides technology related advisory services to its clients. The firms’ executive team is composed of highly experienced professionals, with years of executive leadership positions at leading global financial institutions and enterprise companies, covering the areas of corporate sales and development, bank operations, compliance, and risk management. Sol Alan Saad leads the firm, and his core team leaders are Joseph Farkas, and Ezequiel Rodriguez, Philip McNally and Nitin Dave. The executive team’s bios are provided below.

Sol Alan Saad

Managing Partner and Founder

Investment Banking Services

Mr. Saad is an accomplished senior executive with 40 years of international investment banking and commercial banking experience. He established The Phillimore Group in London in 1992, as an investment banking boutique, following a successful career with Salomon Brothers in London and before that with Wells Fargo Bank Group, where he held various positions in San Francisco, London, and the Cayman Islands. Mr. Saad has specialty skills in merchant banking, capital raising, M&A, cybersecurity and risk mitigation. After 29 years overseas as a banker, Mr. Saad moved to the U.S. and reconstituted the Phillimore Group in 2006 in South Florida. Mr. Saad has a B.A in Economics and History from Colgate University and an MBA from The Wharton School, University of Pennsylvania. He holds Series 7, 63, and 24 Securities Licenses.

Joseph Farkas

Partner

Bank Operations & Administration

Mr. Farkas is a C-Level leader with experience in the domestic and international banking markets. His career includes executive roles in international and domestic accounting, finance, operations, and administration in diverse, multicultural environments in Latin America, Europe, and the United States. Joe began his career in public accounting with KPMG LLP, followed by more than two decades in banking with FleetBoston and Bank of America. He was a Senior Vice President of Operations in Bank of America’s International and Global Corporate Investment Banking Divisions where he

spent the majority of his time living and working in Latin America. After returning to the United States, Joe leveraged his business experience and entered the management consulting field, where he provided clients with executive-level finance, compliance, accounting, and business management support.

Ezequiel “Zeke” Rodriguez

Enterprise Executive

Corporate Sales & Development

Zeke is a C-level executive, having had a multiplicity of roles in the telecommunications sector with AT&T Global Services and Telefonica, USA. Zeke has been responsible for establishing and executing hosting and managed services strategies, and working with multinationals and U.S. corporates in the sale of cloud services, business continuity and disaster recovery services, and cyber security and risk-mitigation solutions.

Zeke has been involved during his career in the evaluation of technology platforms, delivery methodologies, strategic alliances and corporate partnerships, and consumer and mobile financial services payments and transaction processing.

Phil - Former Bank President & Executive

Bank and Financial Institutional Sales

Phil started his banking career at Manufacturers Hanover Trust in New York shortly after graduation from Georgetown University, and spent the rest of his working career within the banking industry. He moved to Ft. Lauderdale, Florida in 1983 to work as a VP in the Metro unit of Southeast Bank, specializing in corporate lending.

He became an SVP with Capital Bank and acted as regional manager through the merger with Union Planters. Later joined Admiralty Bank as EVP before that bank’s merger with Royal Bank of Canada, where he also served before becoming Area President of Paradise Bank and a founding shareholder.

In March of 2015 Phil retired from banking and has been acting as a consultant and working with The Phillimore Group.

He served as Vice Chair of the Broward College Foundation and as president of the Georgetown Club of Fort Lauderdale for many years. Also elected to the Board of Governors of Georgetown University. Other boards served on include the Port Everglades Association, The Tower Club, the YMCA, chairman of Communities in Schools, Seafarers House and the Girl Scouts.

Phil served as chairman of the Paradise Education Foundation which created scholarships for Broward College and also co-chaired strategic planning for Broward Schools as the request of the superintendent. He was also awarded the national volunteer of the year award by the national YMCA for his work with the Department of Juvenile Justice in Broward.

Nitin Dave

Former VP of FannieMae

Mr. Nitin Dave has over 35 years' experience in Banking, Mortgage Banking, Consumer Banking, Investment Banking, Commercial Lending, and Mortgage Servicing operations (25 years at FannieMae, 5+ years at Citizens Bank, 5 Years Consulting for FDIC in Auditing the Banks and Resolving the Issues as well as in arranging Acquisitions or Mergers of Problem Banks etc.

Besides his vast experience, Nitin Dave holds two undergraduate degrees, an MBA, and a Chartered Accountant's designation (CA) from India, and CPA. He is a graduate of the School of Mortgage Bankers Association of America and has strong Public Accounting and Auditing experience.

He is one of the few professionals with mortgage banking experience in both ―front-end (Origination, Processing, Underwriting, Credit/Risk management, Emerging Markets, and Capital Markets /Secondary Marketing), and, ―back office Operations (Servicing, Investor Reporting, Quality Control, Post Closing, Risk management, and Securitization — MBS, PC, REMIC, CMO, REIT, and other structures) with strong financial analysis skills because of his Public Accounting background.