Previously, CEO of Align fsc, a consulting firm focused on helping financial services organizations achieve profitable growth. More than 45 years of combined leadership and consulting experience in the financial services industry throughout North and South America fuel Align's business expertise. Assignments encompass virtually all aspects of the strategic marketing / business planning and execution cycles -- including the formulation of both B2C and B2B “go-to- market" strategies, business case justification, product portfolio management, marketing tactical execution and communications -- as well as the optimization of traditional “brick and mortar” and electronic distribution systems.Major strengths include all facets of the contemporary marketing sciences including marketing research, strategic marketing planning, market segmentation, product development, database design / modeling, advertising/direct marketing. Emphasis on the movement to “customer-centric” business development models through the application of CRM and Internet-based technologies.Specialties: Extensive personal experience in developing innovative strategic marketing strategies for financial institutions, new FinTech business ventures, service quality, organizational behavior, and change management initiatives. Organizational behavior projects have concentrated on advancing the cultures of client organizations to a sales and service orientation through communication, measurement, education, and participative management practices.
Listed skills include Product Management, Strategic Planning, Business Planning, Business Development, and 42 others.
