Experience

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  Freelance

  • Senior Consultant

    • Oct 2020 - Present

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  Directio LLC

  • Managing Partner

    • Jan 2016 - Oct 2020

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  Westport Consulting Group, Inc.

  • Westport, Connecticut

  • Managing Director & Founder

    • 1988 - Dec 2015
    • Westport, Connecticut

    Spent 28 years working with the world's largest financial services firms on positioning and product development assignments. Roughly 50% were B2B and the other 50% B2C. Roughly 50% of the clients were in banking with the other half an extensive array of businesses from mortgage, to credit card, insurance, brokerage, investment management and transaction services. 90%+ of the client roster were Fortune 500 size organizations.

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  Proposal Software, Inc.

  • CEO & Founder

    • Jan 2005 - Mar 2015

    Proposal Software is the world’s leading proposal technology company, offering support to the proposal professional with ‘best in class’ tools that reflect ‘best industry practices’. The driving force behind our organization is helping proposal professionals achieve superior work group productivity. The underlying architecture and search engine technologies of our solutions mirror today’s most advance database techniques, while Microsoft Office compatibility interfaces ensure immediate user orientation and acceptance. Customers included most major healthcare and more than half of the top 100 financial services firms, plus a wide divergence of other industries.

• 

  Enterprise Incentive Software, Inc.

  • CEO & Founder

    • Jan 2000 - Mar 2015

    Enterprise Incentive Software provides a “best in class” Enterprise Incentive Management (EIM) relational database family of products supporting ‘mission critical’ sales and marketing functions aligning the corporation’s and shareholder’s goals with those of the sales organization. Current clients include a wide cross-section of Fortune 1000 corporations.

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  Bowery Savings Bank

  • NYC

  • Senior Vice President & Chief Marketing Officer

    • May 1987 - Feb 1988
    • NYC

    Part of a private equity senior management team recruited to turn around this 150 year old NYC banking institution. Member ALCO Committee. Successfully doubled the investors equity (Berkshire, Warburg, Dillon Read & Tisch family) within a two year period and had the opportunity of working with Joe Dimaggio as our corporate spokesperson.

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  Colonial Penn Group

  • Philadelphia, PA

  • Senior Vice President-Financial Services

    • Mar 1984 - Apr 1987
    • Philadelphia, PA

    Group Officer in charge of all non-insurance activities including President of a national broker-dealer and CEO the of the first nationwide 'virtual' retail FDIC insured bank.

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  RIHT Corporation

  • Providence Rhode Island

  • Senior Vice President & Chief Marketing Officer

    • May 1982 - Mar 1984
    • Providence Rhode Island

    Bank Holding Company that included iconic Rhode Island Hospital Trust National Bank, one of New England's premier investment management and trust organizations. Member ALCO Committee and one of five holding company level officers Introduced one of the first bank 'CMA' accounts nationally as well as supported expansion in the mortgage and precious metals businesses nationally.

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  Citibank-CitiCorp

  • NYC

  • Vice President

    • 1975 - 1982
    • NYC

    Served as CMO (and a senior officer-today's managing director level obtained at age 29) for several national and worldwide corporate banking divisions and the global Investment Management Group (Global Institutional Investments, Private Banking and Asset Management Services) of Citibank/Citicorp.

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  Equitable Life Assurance Society

  • NYC

  • Product Manager

    • Aug 1970 - Apr 1975
    • NYC

    After successfully completing the one-year management training program transitioned to Agency Operations holding a variety of sales support and marketing assignment culminating as Product Manager in the then fledgling direct marketing space. Served one year on the Executive Staff.