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Skills

  • Financial Analysis
  • Financial Services
  • Management
  • Business Planning
  • Cash Flow Analysis
  • Decision Modeling
  • Financial Services Industry
  • Management Consulting
  • Marketing
  • Marketing Management
  • Modeling
  • Private Banking
  • Recruiting
  • Risk Assessment
  • Sales

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Services

  • E-Business Management

    $150/hr Starting at $25 Ongoing

    Dedicated Resource

    Fast Track Advisors, LLC (FTA) provides strategic planning, sales, CRM & marketing management & systems consulting, financial analysis, decision modeling & risk assessment, and general management consulting...

    AnalyticsBusiness PlanningCash Flow AnalysisDecision ModelingFinancial Analysis

  • Business Planning

    $150/hr Starting at $25 Ongoing

    Dedicated Resource

    Fast Track Advisors, LLC (FTA) provides strategic planning, sales, CRM & marketing management & systems consulting, financial analysis, decision modeling & risk assessment, and general management consulting...

    AnalyticsBusiness PlanningCash Flow AnalysisDecision ModelingFinancial Analysis

  • Operations Management

    $150/hr Starting at $25 Ongoing

    Dedicated Resource

    Fast Track Advisors, LLC (FTA) provides strategic planning, sales, CRM & marketing management & systems consulting, financial analysis, decision modeling & risk assessment, and general management consulting...

    AnalyticsBusiness PlanningCash Flow AnalysisDecision ModelingFinancial Analysis

  • Business Development

    $150/hr Starting at $25 Ongoing

    Dedicated Resource

    Fast Track Advisors, LLC (FTA) provides strategic planning, sales, CRM & marketing management & systems consulting, financial analysis, decision modeling & risk assessment, and general management consulting...

    AnalyticsBusiness PlanningCash Flow AnalysisDecision ModelingFinancial Analysis

  • Project Management

    $150/hr Starting at $25 Ongoing

    Dedicated Resource

    Fast Track Advisors, LLC (FTA) provides strategic planning, sales, CRM & marketing management & systems consulting, financial analysis, decision modeling & risk assessment, and general management consulting...

    AnalyticsBusiness PlanningCash Flow AnalysisDecision ModelingFinancial Analysis

  • Wealth management research and analysis

    $150/hr Starting at $1K Ongoing

    Dedicated Resource

    Professional Wealth Management research reports on financial services, products, delivery channels, client segments and economics. Reports prepared in manner to be read by either industry participants,...

    Academic ConsultingAnalyticsEconomicsFinancial AnalysisFinancial Services

About

Professional Wealth Management Consultant & Research Analyst

Wealth Management Consultant, Securities Professional & Senior Financial Services Executive with over twenty years P&L leadership. Industry experience includes asset management, trust companies, banking, brokerage, and insurance organizations. Author of wealth management industry reports; topics include UMAs, SMAs, TAMPs, compliance, client segmentation, trust platforms and outsourcing. Securities Principal (FINRA Series 24, 7 & 63) with NYS insurance licenses. Assistant Professor, Finance & Entrepreneurship, Ithaca College. Director, First State Trust Co. Qualified CPA, University of Michigan BBA & Harvard University MBA.