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Market Analysis & Business Strategy

$150/hr Starting at $25

Highlights: Relationship builder and strategic thinker with 15+ years of financial services experience. Adept at analyzing and interpreting market trends in order to best position a business for future growth. Recognized as possessing a deep knowledge of the asset management industry, including investment, sales and marketing functions. Proven ability to establish credibility with senior executives, and to be viewed as a trusted advisor. Core Competencies: Specialties: asset management industry, investment management, relationship management, business development, client strategy, product strategy, consultant relations, strategic marketing, M&A transactions, strategic planning, industry research, project management, industry thought leadership, executive interviews Available for consulting opportunities supporting business strategy, client development, competitive benchmarking and market analysis, within the investment management industry.

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$150/hr Ongoing

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Highlights: Relationship builder and strategic thinker with 15+ years of financial services experience. Adept at analyzing and interpreting market trends in order to best position a business for future growth. Recognized as possessing a deep knowledge of the asset management industry, including investment, sales and marketing functions. Proven ability to establish credibility with senior executives, and to be viewed as a trusted advisor. Core Competencies: Specialties: asset management industry, investment management, relationship management, business development, client strategy, product strategy, consultant relations, strategic marketing, M&A transactions, strategic planning, industry research, project management, industry thought leadership, executive interviews Available for consulting opportunities supporting business strategy, client development, competitive benchmarking and market analysis, within the investment management industry.

Skills & Expertise

Asset Management & Custody Banks IndustryBusiness DevelopmentBusiness Relationship ManagementClient DevelopmentComparative Market AnalysisCompetitive AnalysisConsultantData AnalysisExcelFinancial Market ResearchFinancial ServicesInvestment ResearchLeadershipManagementMarket ResearchMarketingNon Profit LeadershipProject ManagementResearchSalesStrategic ConsultingStrategic Planning

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