& Company, President: 1993-Present
Full time consulting practice with
mutual fund complexes and major vendors to financial services industry. Clients
represent multi-year relationships across multiple projects.
Mutual Funds, Senior Vice President: 1987-1993
support functions for $14 billion company. Developed and directed strategic and
tactical goals for marketing, telemarketing, field support, finance, and
computer systems. Created budgets, control systems and compensation plans.
England Financial, Assistant Vice President: 1983-1987
Corporate and Market Research Departments of $50 billion insurance company.
Analyzed customers and competitors of the Life, Group Health, Annuity and Mutual
Funds product lines. Evaluated field force needs and performance. Supported the
sales process with territory analyses, market potential, and demographic
Education: Wellesley College, B.
Licenses: Series 6 and Limited