Client Stories

Prior Firms

Alvarez & Marsal – Founder led the implementation of the East Region Key Account Program leveraging the intellectual property of his “Plan-on-a-Page.” He transformed the Pipeline management process…

Global Clients

Acadia Solutions – Joe has been partnering with Acadia’s CEO for 18 months in helping drive their Growth Strategy. He has helped them identify strategic targets in the market and make executive…

Professional Services Firms

Revolution Partners (Marketing Strategy and Innovation Firm) – Founder was engaged by the two firm founders who felt the company had “hit the ceiling” in terms…

Non Profit Organizations

University of Georgia – Terry School of Business – Joe has served as an Adjunct Lecturer delivering a virtual Business Development course to 35 insurance industry practitioners…

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