Industry: Asset Management

Representative Projects

• Led development of long-term growth strategy for $5B professional services firm, including new product development, automation, customer segmentation.
• Led development of international expansion of $180B AUM institutional asset manager.
• Developed advisor product/practice development strategy for $12B FS firm.
• Developed client segmentation and targeting strategy for $4B technology-focused professional services firm.
• Developed new market positioning for employer-provided financial services business of broadly diversified $36B financial services firm.
• Developed new market entry strategy for top technology company in enterprise and small business computing markets.
• Developed strategy for ownership transition and leadership succession plan for $50B AUM active asset manager.
• Led multiple new business development strategies for $2.5T AUM financial services firm in areas of product development, customer segmentation and targeting, market positioning, cost efficiency.
• Created new business development thought leadership unit for $36B professional services firm.
• Conducted due diligence research for PE investor in employee benefits markets.
• Developed new market entry assessment for $37B FS firm in robo advice market.