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It's Great to Meet You!

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"Success depends on building alignment and consensus among your team."

- Ted Axelrod

My clients count on me to recognize their challenges, listen to their needs, and anticipate future problems. I help them organize, analyze, and develop solutions to move their businesses forward.  

I believe that driving successful organizational change requires a proactive approach, a keen understanding of the people involved, and deep personal engagement. 

"I have been a hands-on leader, mentor, and trusted advisor to CEOs and Boards of public, private, and nonprofit organizations for over 35 years. I work closely with my clients to navigate through the most demanding problems that they face. My proven methodologies are tailored to your organization. I will guide you through a thorough diagnosis of the key factors underlying your unique situation and set the stage for lasting organizational change."

Education

Experience

  • Yale Law School, JD, 1987

  • Harvard Business School, MBA, 1987

  • Harvard University, PhD Student, Psychology, 1977-1979

  • Colby College, Magna Cum Laude,
    Phi Beta Kappa, AB 1977

Founder and Advisor:

· Co-founded several businesses providing evidence-based art, design, and manufacturing to the healthcare and hospitality sectors

· Provided advisory services, raised capital and expanded sales

· Selected clients included Brigham and Women’s Hospital, Boston Children’s Hospital, Marriott, Hyatt

 

Public Company Director, Executive Officer, and Operating Division President:

· Led strategy and corporate development to grow largest publicly traded promotional marketing company from $150 million to $1 billion

· Grew corporate promotions division from $20 million to $230 million through acquisitions and organic growth

· Selected clients included McDonald’s, Coca-Cola, Abbott, Fila

 

Managing Director and Head of M&A:

· BNY Associates (Bank of New York investment banking subsidiary)

· Led buy and sell-side transactions including both acquisitions and divestitures

· Raised debt and equity capital and engineered restructurings and recapitalizations

· Selected clients included Wawa, Superior Electric, Iron Mountain, Papa Gino’s

 

Senior Consultant and Manager, Analytical Services:

· Managed strategic consulting projects for Fortune 500 corporations and major financial companies

· Managed entry-level MBAs

· Selected clients included Chase, Bank of America, Phillips Petroleum

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