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Energetic Corporate Strategy Consultant

Financial services, non-profit, and retail consultant. Prior pioneer leadership rotational development program participant for one of the world's leading mid market investment banks consistently ranked Top 10 on Fortune Magazine's 100 Best Companies to Work For. Considerable functional experiences in wealth management, including, financial and estate planning, portfolio manager, equity, fixed income, and alternative investment research, practice management, fundraising, investor relations, marketing, technology productivity, and back and front office operations. Startup founder in the consumer products industry leveraging innovative high-tech to disrupt established industries. Experience includes overall strategic design and execution, high level management and advisory personnel recruitment, global supplier relations, business development and investor relations. Additionally, in tandem with established corporate strategy consultants, we have worked with some of the world's largest private equity firms and broker dealers to redefine pricing, product offering, analyze competitive landscape, launch automated money management platforms, and strategic initiatives to tackle major trends in the industry. I have a Bachelor's Degree in International Business and Marketing from Marquette University, a Master's of Business Administration from The University of Wisconsin-Madison, and financial planning education from Northwestern University. I have served on a number of Non Profit boards, City Commissions, and startup company advisory boards. Fluent in English and Spanish.

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$100/hr Ongoing

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Financial services, non-profit, and retail consultant. Prior pioneer leadership rotational development program participant for one of the world's leading mid market investment banks consistently ranked Top 10 on Fortune Magazine's 100 Best Companies to Work For. Considerable functional experiences in wealth management, including, financial and estate planning, portfolio manager, equity, fixed income, and alternative investment research, practice management, fundraising, investor relations, marketing, technology productivity, and back and front office operations. Startup founder in the consumer products industry leveraging innovative high-tech to disrupt established industries. Experience includes overall strategic design and execution, high level management and advisory personnel recruitment, global supplier relations, business development and investor relations. Additionally, in tandem with established corporate strategy consultants, we have worked with some of the world's largest private equity firms and broker dealers to redefine pricing, product offering, analyze competitive landscape, launch automated money management platforms, and strategic initiatives to tackle major trends in the industry. I have a Bachelor's Degree in International Business and Marketing from Marquette University, a Master's of Business Administration from The University of Wisconsin-Madison, and financial planning education from Northwestern University. I have served on a number of Non Profit boards, City Commissions, and startup company advisory boards. Fluent in English and Spanish.

Skills & Expertise

ConsultantCorporateCorporate StrategyMarketingNon Profit ConsultingResearchSales

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