Providing strategic advice and business development services to large, medium, and small companies.Outsourced strategist and business development executive. Projects include: strategy formulation; identifying and launching new partnerships/JVs; licensing management; transactional and investment advice; process reengineering; financial planning and analysis; executive coaching; and new business incubation. Clients range from early-stage technology companies to mature businesses.

Provie wealth and investment management solutions to individuals, businesses, foundations, endowments, trusts and retirement plans

Led strategy and business development effort for $250mm technology and operations business.Established acquisition/partnership strategy. Developed acquisition and partnership target pipelines to further product roadmap, address customer needs, and expand beyond core back-office processing solutions.Developed product development prioritization framework and go-to-market strategy.Led annual strategic planning process and created quarterly updates for Executive Committee.Served as subject matter expert for development of predictive analytics and engagement solutions.

Sector head responsible for developing value-creating strategies for the North American wealth management business and supporting global Private Banking initiatives.Led analysis of strategic alternatives for business including potential acquisitions and joint ventures.Expanded product capabilities and solutions to address gaps with competitors and better meet client needs.Developed and led profit enhancing initiatives.Led and supported people-related initiatives including redesign of relationship manager compensation, relationship manager profitability and reorganization of product areas.

Led business management, strategic planning and risk management for 75-person US investment sales organization.Oversaw all business risk and control functions, resulting in top internal audit rating. Served as primary point of contact for US Private Bank with Citigroup’s Global Wealth Management organization and created growth strategy which increased investment related revenue from 2% to 10% of Law Firm Group business.Managed key initiatives including broker-dealer conversion and development / rollout of new tools for bankers designed to decentralize more commodity analytical capabilities.

Provide wealth management, financial planning and investment advisory services to high net worth and corporate clients.

Special advisor to the Chairman / CEO focused on special projects, strategic planning, corporate development and other key business initiatives.Assessed acquisitions, joint ventures, and partnership opportunities.Advised Board of Directors on CDN $120mm acquisition of Goepel McDermid (Canadian investment firm).Managed the creation of joint ventures in the UK and LatAm from business case through implementation.Led firm-wide strategic sourcing project that received special recognition award for operational excellence and resulted in run-rate savings of $3-5mm per year.Advisor to Board of Directors; served on Board of Directors’ Strategy Committee, Company’s Executive Committee, and Technology Advisory Group.