Highly specialized consultant focusing on the creation of systems that maximize revenue, client wallet, synergy and cross selling. Primary clients are investment banks who are focused on sales performance measurement, client profitability and customer relationship management. Customize programs & systems that encompasses technology, sales and business development to create the ultimate customer experience.

US representative for Adsatis, a niche financial markets management consultancy based in London, with an international delivery capability.
Deep domain expertise in financial markets – the products, the market mechanisms and the business drivers that are shaping the industry. Work with leading financial markets organizations to help define, manage and implement the change that is required to succeed.

Created global sales performance measurement group to provide timely, accurate metrics across global institutional sales including, high level views and analyses of accounts, producers and product distribution.

Developed strategy and concepts to establish gold standard for reviewing business performance across divergent and disparate businesses enabling consistent management approach.

Synthesized trades multiple systems to create cohesion, maximize revenues and improve the customer experience while pioneering institutional CRM capabilities.

Collaborated with senior sales management to develop global account-based views of customers in a historically product-driven organization as an essential part of an effective customer-centric investor client managed account program across all asset classes.

Pioneered sales intranet development and performance measurement.

Defined scope, recommended approach and managed global development and implementation of Capital Markets CRM tool integrated with Lehman Live; developed functionality for equity and fixed income salespeople that facilitated creation of an information center for account developments and research interactions.