Growth-focused consultant with 30 years experience. The only companies we work with are B2B professional service firms that are looking to achieve the next level of growth. More information about my firm can be found at CompanyExpert.com. Led a team of 8 consultants through a several month transformation planning project to bring 1 Provider with 4 different boutique DC businesses into one cohesive, scalable organization Led a top 10 IRA provider through a transformation process which included defining the strategy, the service model, the operating model and the technology requirements... Read more
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