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 and investments required to fill the gaps to the future state
Led a top 10 micro and small market DC client through a strategic DC assessment that included Read more
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 and investments required to fill the gaps to the future state
Led a top 10 micro and small market DC client through a strategic DC assessment that included defining the growth opportunities and target markets, developing buying criteria, creating a future state offer, and sizing the estimates to close the product and capability gaps
As the Managing Director of Corporate Development for INVESCO, was involved in over $4 billion in acquisitions and led the divestiture of the full service DC business
Developed and led a new line of business for a major asset management company marketing their DC full-service capabilities as a private label product to financial institutions
Developed a DC full-service product for both a retail and institutional money manager
