Work With Us

The services I provide fall into three primary buckets:

  • Strategic planning and execution
  • Portfolio growth and optimization
  • Deal coaching.

Over the past few months, I’ve been helping a mid-sized bank build a business plan (complete with P&L and account plan) that will enable it to re-enter the credit-card market.  I’ve built a database for a client that will enable it to reach out to new prospects so it can expand an already profitable business line.  And I have provided advice to a major sports organization on negotiating endorsement contracts with its U.S. and Canadian bank partners; reviewed its marketing inventory and distribution channel strategies; and created an card account plan and business plan that will enable it to deepen its fan relationships.

If you’re interested in discussing how I can help you, please complete the form below.

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