How Can I Help You?

Fractional Chief Operating/Sales/ Revenue/Marketing/Product Officer services
Analyze and optimize firm and strategy framework for growth
Develop winning client value proposition and messaging architecture
Assess and implement integrated wealthtech solutions
Review and select clearing and custody providers
Research and analysis services, including TAM, SAM, and market segmentation
Create high-performing teams via talent assessment + organizational design optimization

What Did You Have in Mind?

Please send me any questions you have or let’s have virtual coffee together

I am open to variety of different engagement structures

I love public speaking and am comfortable with a variety of topics