Change Firms With Confidence
If your business is undergoing upheaval as a result of the COVID-19 pandemic and its associated economic effects, my partners and I can help you find solutions that provide stability and opportunity.
I leverage 25 years of experience in financial services, along with an extensive network, to drive optimal outcomes for you, your team, your stakeholders, and your clients. My track record at financial services institutions like Merrill Lynch, Ameriprise, and Stifel – in addition to my independent work – have helped me develop a flexible, scalable approach to financial services transactions.
Recapitalization
Maximize liquidity during economic uncertainty.
C-Suite Finance/Sell
Discover liquidity and lending solutions tailored to larger firms.
Individual Finance/Sell
Ensure that your practice and your legacy stay in good hands.
Recruitment Consulting
My recruitment consulting practice responds to the demands of today’s financial services landscape: embracing change and taking prudent, cost-effective risks. My own experience is amplified by critical industry connections that allow idea-sharing, stability, and earnings leverage in a competitive market. I bring an entrepreneurial spirit to every project, ensuring you get the best thought leadership for the time, energy, and capital you invest.
To inquire about recruitment consulting engagements, click the button below.
Executive Coaching
As a consumer of external executive coaching since 1999, I know the value that an outside perspective can bring. I partner with the Teleos Leadership Institute to provide executive coaching services that transform your business.
Books and Publications
When I set out to write my first book, I wanted to uncover the ways that relationship development informs sales – and everything else in our lives.
The result is Sell More and Sleep at Night: Developing Relationships with Emotional Intelligence to Increase Sales. In less than 300 pages, I’ll tell you how to optimize your current strategy, how to harness emotional intelligence for sales success, and how to apply relationship-building to your network and your business.
My doctoral dissertation explores the impact of mentorship and coaching in financial services, with a particular focus on how mentorship experiences vary by gender.
Thought Leadership
I regularly contribute industry insights to Forbes and financial services publications. Here are some of my favorite pieces.