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Key Services Offered:
Business Support, Development and Advancement - Small
to mid-size firms, specializing in single owner entrepreneurs.
Being Your Trusted Business Advisor
Core Experience
of Principal:
Over 37 years of senior management positions in global
business units of financial services firms. This includes hands
on senior manager positions as well as various "C-Office"
roles. Successfully created: "best-in-class"
customer service as well as operating divisions as acknowledged
by independent and third party associations and internal sales
and marketing groups; known as a collaborative business partner
by internal areas of businesses as well as external business
partners; reduced operating costs while improved quality and
service, increased customer satisfaction and therefore, growing
profitability.
Key Programs Focus:
- Strategic Development and Execution (EXECUTION being the
key word, as many develop strategy, few actually execute)
- Communicating Vision, Strategy, Values of Company Down to
Every Employee in Company
- Development and Execution of Balanced Scorecard - How to
Measure, Monitor, Analyze, Modify and Execute - A Continual Process
- Leadership Development
- Operational Process Improvement
- Customer Service Programs
- Communicating Vision, Mission and Strategy To Each Person
in Organization
- Building Your Business as a "Center of Excellence"
- Employee Value Development and Value Programs
- Developing Communication Clarity Programs
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Qualifications & Accreditations:
Accredited Associate, Institute
for Independent Business (AInstIB).
Founding Member, Professional Business Coaches Alliance
Certified Mutual Fund Specialist, Boston Institute of Finance
Securities Industry Professional, Securities Operations Forum
Project Management Leadership Certification, College of Management
Georgia Institute of Technology.
Industry Sectors worked in:
Financial Services Industry - primarily brokerage and asset
managers. However, core skills apply to every industry.
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