who we are how we work client services consultant services client list contact us
Overview
Our 5-Step Approach

Experience

Financial and Strategic Planning
HR and Training Services
Marketing
Information Technology
Fulltime and Temp-to-Fulltime Placement

HOW WE WORK: Projects/Financial Services

Industry/Client Description

Deliverables/Outcomes

Medical Device
Multinational developer and manufacturer of automated systems and supplies used for research and analysis in the medical field.

Worked with international sales team to develop and define new business strategy to address new opportunities and competitive pressures. 

Quantified strategy in terms of global sales goals and plan for upcoming year.

Manufacturing
The world’s largest nut processing and marketing company, with over 90 years in business.

Provided third-party strategic planning expertise to develop and implement plan for the company.

Introduced new process to planning process and to senior management.

Addressed organizational changes at all levels of the company.

Healthcare
Largest not-for-profit health maintenance organization, serving 8.1 million members.

 

Developed internal communications for the finance department internal regarding new budget procedures and issues, used to inform departments on company-wide cost control efforts.

Financial Services
Full-service commercial bank, the third largest headquartered in California, with special presence in the Pacific Rim.

 

Created and implemented an emergency strategic plan to address economic downturn and impending industry and country risks

Worked with bank Chair and Vice-Chairs to evaluate credit portfolio and identify potential pitfalls. 

Worked with bank credit officers to develop a global strategy to manage business and credit risks.

Retail & Manufacturing
Leader in the design, marketing and distribution of premium apparel, home, accessories and fragrances products with over $4.5 billion in annual sales.

Provided change management consulting, and facilitated communication regarding major reorganization and relocation of information technology department.

Entertainment
One of the leading companies in the entertainment industry.  Creates, produces, distributes licenses and markets entertainment products worldwide.

Designed and delivered financial skills seminar for senior sales managers in the international television division, to assist them with purchasing and negotiating licensing agreements all over the world.