I have over 20 years of experience working in wealth management and financial services. Currently, I work as Senior Strategic Consultant at Blu Pagoda, where I serve as lead consultant for international sales, service, and product initiatives supporting a large financial services company. I oversee product analysis and risk management, with a focus on strengthening risk management strategy to support change and enterprise scale.
Previously, I have worked for four Fortune 500 financial services organizations, where I drove multimillion-dollar growth, advised key clients, developed top talent, and managed multiple teams. I also designed growth and business development roadmaps, created product strategy, and advised leadership teams and stakeholders.
If you catch me outside of work, I'm a married family man (3 and 14 year old at home now), an avid traveler, and a golfer.
SPECIALTIES
✓ Wealth Management
✓ Business Development
✓ Client Relations
✓ Problem Solving
✓ Change Leadership
✓ Financial Management
✓ Troubleshooting
✓ Crisis Management
✓ Strategic Planning
✓ Risk Management
✓ Stakeholder Relations
✓ Large Scale Programs
✓ 13 Wealth Management Issues
✓ Sales Management
✓ Behavioral Interviewing and Hiring
✓ Performance Improvement
✓ Mentoring and Coaching
✓ Change Adoption/Management
✓ Organization Development
✓ Strategy Development and Execution
✓ Business Consulting and Coaching
✓ Training and Facilitation
✓ Instructional Design
✓ Project/Program Coordination
✓ PMO support
✓ Issue identification, Resolution, and Root Cause Analysis
✓ Process Mapping
✓ Design and Improvement
✓ Learning Administration
✓ Program Execution
✓ Curriculum Management
✓ Customer Experience/Customer Service
✓ Salesforce

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