Greater Boston
Certified EOS® Implementer. Fractional CEO. Banking / finance / credit unions expert. Published author. Speaker. Entrepreneur. Helping successful entrepreneurs and CEOs get what they want from their business so that they can live their ideal lives. Guiding leadership teams to clarify, communicate, and execute their vision using the proven process of EOS Worldwide. EOS has been successfully implemented in over 33,000 companies, resulting in remarkable revenue growth, higher profitability, positive cash flow optimization, and higher enterprise value. Experienced banking CEO/Visionary and business community leader. Experienced investment banker. Certified Exit Planning Advisor, CEPA. Professional Certified Coach, ICF. Certified Team Performance Coach, TCI. Six Sigma, Lean Six Sigma. Doctorate in Business Administration. Master of Science in Marketing communication. MBA in Finance. Bachelor of Business Administration
Taught graduate level Finance, Marketing, Strategic Planning, Leadership, and Statistics courses in the MBA program.