Contact me to assist you in identifying and fixing basic revenue hurdles and operational inefficiencies to improve your results by 10-20% in 18 months or less.As a CEO and former Chief Operating Officer with over 30 years of experience in team leadership, change management, and business building, I have a proven track record of success in the regulated financial services industry. With a focus on strategic planning and reporting, I have consistently delivered measurable results, including a 20% increase in year-over-year revenues and reducing fixed costs by $2.5 million. My expertise and leadership have enabled me to hold senior leadership positions at the Director level or above since 2011.I solve business problems | I embrace critical conversations | I lead teams to achieve stretch goals | I aim to constantly learn and improve myself | I communicate effectively up, down, and sideways | I am a proponent of technology implementation and adoption | I create and execute strategic plans | I improve results | I believe in an excellent client experience
Listed skills include Series 7, Strategic Financial Planning, Business Process Improvement, Investment Management, and 16 others.