Gilman Patrick LLC

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Helping Bankers Save Money…

Capitalizing on Technology from Honolulu to Boston

Based on the belief that the banking industry is facing a major disruption – with local banks in a unique position to benefit – Patrick Martin founded Gilman Patrick LLC in 2015.

As this disruption takes place, Patrick wants his clients to be the winners in what he believes is a once-in-a-lifetime opportunity. Through his work with Gilman Patrick LLC, he builds strong partnerships to focus on both the Making Money and Saving Money sides of the equation in the banking industry, resulting in increased profit, efficiency, effectiveness, and better positioning overall for Gilman Patrick LLC banking clients.

Helping Banks Capitalize on Technology | Banking Industry


Banking technology expert, Patrick Martin, Banking Industry

Patrick Martin - Founder and CEO

Patrick Martin, Helping Bankers Save Money…from Honolulu to Boston.

Developing and leading transformational initiatives within the banking industry is the space where Patrick Martin thrives. He is recognized as an industry expert in deciphering the elements that work collectively towards progress – and building a roadmap for successful execution.

In his work, Patrick becomes a trusted partner in advising clients on complex initiatives within financial institutions, outlining not only what it takes to optimize the organization’s performance, but also a comprehensive summary of how to make it happen. With Patrick, no detail is overlooked. It’s just who he is.

About Gilman Patrick, LLC

Banking technology expert, Patrick Martin, Banking Industry

Patrick Martin, Owner & President of
Gilman Patrick, LLC (est. 2015)

Executive Advisor – Technology | Conversion & Integration Quality & Testing | Data Conversions, Mapping, Validation & Cleanup | Business Process Mapping, Test & Improvement | QMO Deployment

Work Experience:

    • 20+ years banking and technology consulting experience
    • Worked 10 years as a technology executive for multi-state regional banks. Consulting work with credit unions, community, and multi-state banks from Honolulu to Boston. 
    • Specialties: Quality Management Offices (QMO), advance technology strategy, AI and Blockchain implementations, business process improvement, operational effectiveness, and efficiencies. Core conversions, digital transformations, mergers, and acquisitions integrations. 
    • Education: B.S. Technology Management, University of Maryland College Park

Alejandro (Alex) Moreno
Quality Assurance & Test Management

Test Manager | Quality Assurance | User Acceptance Testing | Integration Testing | Data Validation |

Work Experience:

    • 17+ years Quality Assurance and Test Management
    • Experienced in Testing Leadership, Quality Assurance, Testing, Test Automation, and testing tools. With over seventeen years of software testing experience; fourteen years leading test teams, including offshore resources.
    • Specialties: Waterfall and Agile methodologies, Micro Focus ALM/Quality Center with generative AI scripting, test strategies and coverages for quality assurance & quality controls standards, development of test plans and processes, analysis of functional requirements for the scripting and documentation for User Acceptance Testing, defect lifecycle management
    • Education: B.S. Industrial System Engineering, Universidad del Norte, Monterrey MX

Thomas Sheppard
Enterprise Program Manager

Enterprise Program Manager | Blockchain Architect | AI & Blockchain Implementation | Career Management Author

Work Experience:

    • 40+ years technology experience
    • 30+ years banking experience
    • 30+ years operational and technology consulting experience
    • Specialties: Strategic Planning, Enterprise Program Management, Blockchain Architecture, AI and Blockchain Implementations in Financial Services, Data Migration, Organizational Design, Operational Risk Management, Mergers and Acquisition Integrations
    • Education: BS Computer Sciences and MIS at Park University, MS Project Management at Western Carolina University, MS Management at National Louis University

Experience and Expertise at Gilman Patrick, LLC

Work Experience:


Core Systems Expertise:

Digital Banking Expertise:

Mergers & Acquisitions
Automation Projects
digital transformations
core replacements
data center consolidations
million in earned value
$ 1 +

Prior to founding Gilman Patrick LLC,

Patrick honed his expertise as an IT and business consultant for various banks. He was a White House Innovation Grantee in 1999, and that same year, his innovative pattern analysis of large volumes of crime information which allowed investigators to note trends and repeat criminal behaviors earned him the Smithsonian Innovation Award Laureate.

Today, he blends his same innate sense of innovation with the expertise gleaned through years in the trenches to confidently guide banks to tighten operations and establish smarter processes, as well as to build profitable new niches and creative solutions.

Patrick is truly zealous about helping people make more money in their businesses. He’s actively engaged in the broader business community because he loves it, and he sits on the board of a few organizations that aid businesses and provide teaching and mentorship to entrepreneurs.

At work or at play, you’ll find Patrick rockin’ one of his favorite Hawaiian shirts… or even sporting a Santa Suit