Wealth Management Pricing Discipline & Strategic Wealth Initiatives Expert :Senior Executive Management Consultant with significant expertise engaging at the key stakeholder level and directing multi-part, complex wealth services projects, primarily in strategic wealth management pricing discipline, guiding wealth practice revenue, expense reduction and profitability. These projects involve the following revenue opportunities for companies I work with: Competitive fee analysis, account relationship profitability, revenue strategy, fee modeling, analysis and pricing discipline recommendations, systems selection, back office outsourcing, organization analysis, and process improvement. Engagements typically generate annual measurable revenue improvements from 8% to 15% and expense reduction from 10% to 20%.My Specialties in the Wealth Management Space: Project Management • Senior Level Consulting • Revenue Enhancement • Front & Back Office Outsourcing • Systems Selection • Process Improvement & Private Client Service Center Design/Operation • Pricing Discipline Models • Account Relationship Profitable analysis