Consultative Experience

Wallace & Mackenzie 2005 - 2006

Managing Partnerwith this management counsulting firm targeting financial services organizations.

  • Accelerates growth of wealth management and private banking busiensses.
  • Provides market sizing, client demographic analytics and competitive analytics.
  • Recommends investor product and service models.
thinkx intellectual capital inc. 2004 - present

Facilitator implementing the productive thinking mission of thinkx

  • Helping clients raise the power of their thinking.
  • Generating more ideas, better ideas, more of the time.
  • Providing the catalyst to raise intellectual capital.
  • Sparking the untapped thinking power of staff.
    • To solve problems.
    • To discover opportunities.
    • To implement solutions

Institute for Private Investors 2004 - 2006

Consultantfor this educational and networking institute serving families and individuals with substantial assets and their advisors.

  • Strives to change the way investors work with advisors and advisors work with investors for the benefit of both.
  • Analyzes and interprets advisor-investor interactions to synthesize the lesseons learned.
Groncki Group 2001 - 2006
Founder and principal of a marketing strategy and research services group .
  • Focusing on financial services and high-net-worth clients.
  • Designing and managing strategic research initiatives.
    • Ground-breaking marketing research studies.
    • Fully integrated into marketing and business decision-making.
  • Interviewing of corporate executives & affluent clients.
  • Scribing for planning meetings and focus groups