Weil Consulting, LLC
Spearhead business operations and professional services for this private management consulting firm servicing mid-size organizations. Collaborating with executive teams, and providing practical advice and implementation of industry best practices aimed at maximizing the value of the company's products and services.
- Market analysis of emerging Robo-Advisors go to market strategies to inform platform expansion decisions.
- Advised leading wealth management firm on best practices and leverage of technology for reducing risks for boarding new clients.
- Developed 3 year product plans and new product management processes for leading not-for-profit retirement services firm to drive accountability and scale service offerings.
- Defined and implemented new Investment Performance Measurement & Reporting system, for leading Institutional Asset Management firm.
- Identified and validated new market opportunity for leading content marketing firm.