The Right Expertise
Managing Partner
A highly accomplished business veteran with a proven track record of leading global cross-functional teams and managing client relationships. He has an extensive and broad background leading projects involving Service Management, Knowledge Management, and ITIL implementations. He has credentials and certifications in Project Management, Business Continuity and Disaster Recovery Planning, and ITIL v3.
Consulting Partner
Leading our Business Acumen practice is a learning, real-time communications, and collaboration specialist of over 20 years experience. He provides management consulting, training and facilitation, instructional design, research, speaking, organizational development, and delivering classroom and virtual training programs on subjects such as business acumen, new product development, and virtual working/virtual teams.
Senior Manager
Senior Sales and Business Development professional with extensive experience marketing new information technology infrastructure and software applications for the financial services market.
Senior Consultant
A highly experienced instructor delivering programs for Sales, Customer Service, Organizational Leadership, and Management and Personal Development.
Associate Consultant
A recent college graduate and technical writer. He has a degree in English and a background in mechanical engineering.
Results
Wealth Management Division
Global Investment Bank
Gathered the business requirements for disaster recovery on over 700 applications, identified all gaps and dependencies, and program managed the remediation of over 400 applications in order to meet recovery requirements
Capital Markets Division
Global Bank
Stabilized the primary derivatives trading platform, stopping operational losses in excess of $2.5 million during the preceding two years.
Global Investment Bank
Provided project, test, and cut over management for the divestiture of the personal investment management group. Project covered 6 new data centers globally, offices in 65 countries, and over 6,000 employees. Transition to new firm completed successfully in 33 hours.
Investment Banking Division
Global Bank
Designed and implemented processes to manage the US outsourcing vendor. Regulatory authorities released €30 million of €80 million in VAT taxes being held in escrow. Recovered €12 million in performance penalties and over billings from vendor.
Global Technology Firm
Developed a packaged Business Continuity Plan Assessment and Disaster Recovery Test Audit service for the professional services unit.
Global Recruitment Solutions Company
Developed and delivered custom Business Acumen workshops for sales. Immediate results in larger sales, improved close ratios, and reduced sales cycles.