Client firms of all types benefit from Michael’s broad experience gained as a consultant, as well as his work leading a community bank Wealth Management Group. His time ‘in the field’ provided real world lessons and demonstrated results at the top- and bottom-line. His team also excelled in community engagement pioneering new community activities and engaging bank and community resources.
As a consultant his focus is on:
- Change management involving trust, brokerage, insurance, and RIA
- Coaching individual sales performance in wealth management and commercial banking
- Implementing sales tracking and CRM systems
- Developing sales and marketing strategy (account and market segment)
- Performing and evaluating industry standard metrics and benchmarks
Michael is a graduate of the University of Dallas with a BA in History and an MBA in Industrial Management. He is a past Board Member for both local and nationally-focused charities, and a regular contributor to his church and congregation in the areas of endowment and resource management. He resides with his wife in Chicago, Illinois.
