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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 Principals:
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:
Accredited Associate, Institute for Independent Business.
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 - core business development and
advancement/growth experience and success applies any industry.
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