Managing Director
Greater New York City Area
Practice Leader for Wealth and Investment Management Industry consulting practice with annual revenues of $120mm - Led recruiting, practice management, thought leadership, sales and engagement delivery of high performing, consistently profitable national management consulting practice focused on asset managers, broker-dealers, trust companies and custodian banks. Authored and presented whitepapers on Operations Outsourcing, Mutual Funds and ETFs, and Digital Wealth Management. Drove strategic, operational, and technology solutions for growth strategy, cost management, customer experience, and performance improvement initiatives. Served as global domain leader for Mutual Funds industry.Worked with leading global firms in asset management, brokerage, trust and private banking, including Morgan Stanley, Ameriprise, Blackrock, Dimensional Fund Advisors, Capital Group, Allstate Investments, T. Rowe Price, Invesco, Wells Fargo, BNY Mellon, The Hartford, Piper Jaffray, TDAmeritrade, Bessemer Trust, State Street, Vanguard, Northern Trust, Citigroup, PIMCO, Franklin Templeton, JPMorganChase, US Bank,, and Merrill Lynch.