PEOPLE DRIVEN RESULTS
OVER 30 YEARS EXECUTIVE EXPERIENCE & KNOWLEDGE
HIRING & FIRING
Hiring and Firing Is An Answer, Not The Answer.
AVERAGE OR BELOW AVERAGE
Real world examples of approaches, outcomes and successes we have achieved.
A Fortune 100 Regional Sales Organization, from worst performing sales organization in the US to #1 in three years. Talent assessment and upgrade, rebuild morale, rigorous performance standards and inspection, product/service innovation, pricing strategies, continuous review of progress and objective achievement, celebration of successes.
A Global Investment Data and Licensing Firm, from $3 million in revenues to $25 million in four years. Now at $180 million and recently purchased for $2 Billion. Market assessment, client satisfaction analysis, demand review, product development, pricing strategy, sales territory coverage, talent upgrade, sales metrics and review, service organization rebuild, technology/operations investment and overhaul.
GLOBAL FINANCIAL SERVICES
A Country Division of a Global Financial Services Company, from $4 Billion AUM to $8.5 Billion AUM in three years. 2X revenue, 3X profit over same time frame. Senior team rebuild, restructured regulatory entities, client/target prioritization, product rationalization and development for unique aspects of the region, relationship management, marketing reassessment, sales and service reboot, communication enhancement with Corporate operations and investment organization.
A start-up Investment Analytics business. Revenues had plateaued before joining the firm to lead business development. Revenues doubled in just over two years through process improvement, connection to product development and market messaging. Led the launch of a new product line whose revenues grew from zero to over $7 million in three years. This product would ultimately become the flagship for the firm, which was bought by a Global Financial Services company at above a 10X revenue multiple.
GLOBAL INVESTMENT DATA
A Financial Services Division of a $700 million Global Investment Data Company. After several years as the top producer, was tasked with a full overhaul of the sales and service organization to reverse the firm’s dip into negative top-line growth. Instituted a pipeline system that was adopted by the entire sales organization (over 300 sales reps) and led a global multi-million dollar cross-selling campaign to package data services with analytics. Reduced client cancellations every year, delivered positive single digit revenue growth while contributing the highest gross profit margin (over 45%) across the entire family of business units.