Sample Client Engagements
Financial Services
- Developed business a simulation model and training curriculum for a major bank.
- Evaluated product strategy and go-to-market readiness for an early stage financial technology company.
Accounting and Finance
- Evaluated business opportunities related to growing a successful business tax collection service.
- Provided monthly financial reconciliation services for a technology services firm.
Rewards Marketing
- Assessed multiple rewards programs and technology approaches for a fast-growing marketing firm.
Business Development
- Implemented a pricing model, proposal templates and supported client presentations and project plans for a security and investigation firm founded by former senior FBI officials.