Lead a distinct service offering focused on Wealth Management with direct revenue and profit targets
Develop go to market strategies and staff development, generate new business, and deliver on new projects
Oversee consulting projects that involve strategy development, organization restructuring, and management of the business to maximize efficiencies
Work with senior management of companies to determine long-term goals by analyzing the client’s business and making recommendations for changes and improvements
Plan, monitor and manage client facing projects from initiation through completion