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Client Projects

Client Projects Represented by Industry


My work spans a broad range of industries, representing diverse assignments and many types of organizations. My clients include Fortune 500 companies as well as closely held businesses and nonprofit organizations. Below is a sampling of work I have undertaken.

Financial Services
I currently consult with a prominent financial services company regarding the growth of their distribution system. This work includes consultation with home office executives on translating distribution strategy into field implementation with leaders of metropolitan offices throughout the United States. An important focus of this work has been the growth of individual offices in key markets as well as managing the introduction of product diversification within the sales force.

Retail Apparel
I have worked on many projects with an international retailer. In consultation to the company’s corporate human resource function, merchant organizations, and field/store operations, my work has included organization assessments, organization redesign, and team building with executives and their functional teams.

Banking
For the past decade, I have been consulting to the executive team and board of trustees of a mutual savings bank. This work has included ongoing board development, strategic planning projects, executive team development, and organization assessments.

Professional Service Firms
I facilitated discussions between two boutique consulting firms that resulted in their merger. In addition, I continued to work with the management committee of the newly formed firm to define roles and responsibilities and plan a strategy for the firm’s expansion into new markets.  Currently, the firm has offices in Cambridge, Washington DC, Los Angeles, and London.

Manufacturing
I have worked on a number of different projects for a client who develops and manufactures imaging products. These include role clarification and strategy development with product development teams, team building with plant managers and their manufacturing teams, and coordination between product development functions and manufacturing organizations.
Client Testimonials