Meet Our Team
Clients/Groups/Communities I work with: all groups of all sizes and complexities; my diverse and versatile background enables me to co-create a solution that works for YOU and is not a "one-size-fits-all" approach.
Challenges & Obstacles I Work With: My most impactful arenas involve groups or companies that are not meeting their goals and objectives and do not understand why! Are they growing but profits are dwindling? Are they just barely breaking even and can't grow any new business? Can they not attract or retain the appropriate staff members? These are the complex challenges in which I thrive -- I can and will solve these working closely with you and your organization.
Life Changes & Opportunities I Work With: Integrating a new business acquisition; trying to negotiate an effective succession plan; how to launch a new product; how to make sure you can scale-up your business if your sales plans actually do begin to deliver.
Interests
Continual learning about natural history
Learning about sustainable business practices
Officiating High School Football & Basketball
About Me
I have been consulting for financial services firms for over 35 years, with specific emphasis on improving operations and profit margins for enterprises of all sizes and complexities. I started my career at Fireman’s’ Fund in Marin County, then expanded to include many of the Fortune 100 Insurance firms in the U.S. In addition, I have worked with medical groups, managed services businesses, insurance agencies, manufacturing companies, and industry-specific services with an urgent focus on enhancing internal capabilities. I am a frequent speaker at professional and industry events in the areas of computer simulations, business process redesign, data-driven decision-support systems, and organizational alignment with key performance indicators.
I graduated with a Bachelor of Arts, in English from the University of California, Berkeley.