In addition to running The Sales & Marketing Enablement (SME) Forum for Institutional and Retail Asset Management firms, I am available for select independent consulting and advisory assignments.
As a proven leader in this space and an innovative business operations manager I leverage technology, business processes and your available skills and talent to help you improve and grow your businesses. My entrepreneurial drive with extensive experience helps me to quickly assess complex situations and focus on best courses of action while addressing rapidly changing marketplaces. Insightful and forward thinking with exceptional listening skills and EQ; engages with leadership and team members equally with open and persuasive communication styles that build trust and a collaborative environment of accelerated results for clients.
Insightful and forward thinking with a proven capacity to organize diverse talent, I initiate, lead and deliver on mutually defined expectations with high degrees of client and team satisfaction. I always take ownership and act in consideration of all stakeholders to meet near and long-term commitments.
Let's talk!
Invited by: John Foster
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Day | Followers | Gain | % Gain |
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September 29, 2023 | 71 | 0 | 0.0% |
August 22, 2021 | 71 | +2 | +2.9% |