Ill identify cost savings and explore new & innovative sales channels that will increase your overall business health.
CIO Advisory and enabling modernization for the large enterprise.
Leading innovation projects using data science and behavioral science in industries like healthcare, finance, insurance and AdTech. Experience building and managing teams, with or without a hands-on role.
My team provides custom financial plans prepared by a CFP using state-of-the-art software. In addition, we provide clients with a financial website to organize and streamline their finances.
EOS is a simple set of concepts and tools that synchronize how organizations meet, solve problems, plan, prioritize, follow processes, communicate, measure performance, clarify roles and manage. It helps firms gain traction.
Fractional Integrator, COO, Chief of Staff or Project Manager to assist with project and accountability management, integrating the team, train/coach staff and process documentation.
Design and customize Zoho CRM to centralize and automate all front and back office processes including lead generation and management, sales funnel, client onboarding, client management and other operating processes.
I have experience as an Advisory Board Member for a number of startups at various stages of development. Working closely with the CEO and C-Suite executives to strategize, innovate and develop the appropriate focus & next steps. Acting as an Advisor and Mentor for Leadership teams coaching them through important decisions. Proactively identifying and anticipate problems, challenges, and opportunities before they occur.
Dynamic and competitive leader equipped with vision. Possessing an extensive track record of leadership and proven results. Known as a pioneer of innovation who leverages a wealth of expertise to influence operational performances, while maximizing productivity, excellent organizational skills, and maintaining operational standards. Demonstrates strong analytical skills and is successful in leading and developing high performing teams for complex organizations
Your Current State tells a story. I have the ability to interpret the story behind your current state culture, leadership, employee & customer experiences. What are your gaps? What opportunities can you address? What impact will future changes have on operations? How will changes made differentiate your brand? I can help you see the truth of the way things are and let you know what to do about it.
Instead of continuing with the status quo, following copycat strategies of others or adopting long held traditional approaches that don’t fit today, I can help you define leadership, employee & customer strategies and deploy & align them to galvanize your company around your purpose and values and move you in a common direction and drive growth. Rather than building a company that is stuck in the past, you can create one that differentiates around creating experiences employees & customers want to have again and again.
If you need an Advisor, I have experience advising startups and businesses of various stages. From strategy, culture, team building & development to leadership development, employee & customer experience, crisis & change management, and COVID-19 navigation to organizational development and simplifying operations.
In my 25+ years of leadership experience, I have worked with companies from startups to mid-markets & enterprises with siloed organizations, poor employee & customer experiences, and under-performing operations & growth. I have helped them create cultures, systems, structures, and accountabilities necessary to support positive employee & customer experiences & customer driven growth. All company’s reach a level or status quo where existing strategies need to change. I will help identify your company’s needs and facilitate strategic actions to galvanize, align and move you in the right direction.
Assist firms with strategic planning and optimizing people, processes and systems by putting the right people in the right seat, streamlining workflow processes and using technology to automate.
I have particular expertise developing and implementing growth strategies that include double-digit organic sales increases driven by channel development, market segmentation, key account development, new product introduction, sales force management, and marketing leadership. Identifying, acquiring, and integrating companies that provide a strategic fit supports internal rates of return and increased valuations. Senior Consultant & Council Member : Mitsubishi Material Corporation - Japan, Gerson Lehrman Group - USA, Insight Alpha - Singapore, GlobalWonks - USA, Strat Lancer - India
Twelve-year veteran of KPMG's financial services group where I developed elite financial, analytical and problem solving skills. I served on its national prospective reporting & national regulatory task forces while overseeing over 80 corporate transactions involving the sale, merger, and formation of financial entities including the very first U.S. hedge fund to become a bank holding company.
Whether you are new to role, have been promoted or have inherited a new team, at the forefront of your mind is the performance of the team. You may have an exceptionally small team or it may be a global workforce, either way, you need to make your mark and demonstrate your ability to drive results in a positive and sustainable way. Build a clear team ethos and operating rhythm takes time and the earlier you engage in clear strategy to do this, the quicker the results start to roll in. I have worked with organisations from the US, across Europe, the Middle East, the Far East and Japan to enhance their team capability and build outstanding team results through their leader. There is no greater risk to any business than a dysfunctional team so get on board early and ensure success is a key component of what you deliver.
Proven leader across all business functions with a high proficiency in growth strategies, operational efficiency, mergers and acquisitions. At Resources Global Professionals, spearheaded 500% growth from $31 million to $200 million in 4 years leading 14 offices across the Southeast and Southwest regions of this publicly traded professional services firm. He led all sales personnel (75 total) across the Southeast and Southwest regions as part of a 1,000 employee organization. He also developed and led the sales organization across Asia, opening new markets while living in Hong Kong for approximately 2 years. Additionally, he was sent across the globe to train the sales organizations in North America, Europe and Asia. This training was focused on B2B consultative selling and value positioning. Developed an extensive business plan and go-to-market strategy for start-up operations in the US for a global SaaS based, AI, corporate performance management platform. This included building teams across multiple offices, hiring and building out a sales team and go-to-market strategy, financial management, marketing platform, product development and customer and account servicing. Achieved 135% of target revenue growth in first 9 months. Secured and closed total contract value (TCV) in excess of $5 million. Targets for 2019 were TCV of $17 million, representing a 300+% year over year growth rate. He had responsibilities for all sales and marketing, a team of 9.
Expert leading high technology teams through ideation, business case, problem solution fit, product market fit, scenario planning, venture funding, finding a robust business model and Go-to-Market to expand operations at scale.
Effective leadership is based on a multiple set of skills that lead to high performance from the executive team and employees across the entire business. Its essential ingredients are trust which then leads to effective a defined mission with matching values, a vision, sound strategic planning, a consistent communication strategy, developing KPIs, following and publishing its metrics, implementing performance management systems, increasing safety, and ultimately influencing followers to perform in ways that advance the mission of the company. Coaching services focus on providing the training, brainstorming, consulting and accountability necessary to advance leaders to the next level helping them to: • Create space for strategic thinking • Delegate to their team more effectively • Improve their team and company engagement • Sustain high performance in their teams • Work in a more Agile way • Improve their time management • Enhance their communication skills for greater influence and impact • Find how they can overcome the ways they sabotage themselves • Improve trust within their team • Identify roadblocks and how to surmount them • Identify outcomes that are detrimental to their professional success