Talent Weekly Update

I plan to share a weekly talent update with you!? I operate GRN Shoreline, a boutique search firm in Financial Services, RIA, Private Equity, and Banking.? Here are some examples of what I specialize in (and why I think we should connect):

Financial firms/RIAs/Banks looking to add advisors, and vice versa

• Understanding what firms, advisors, bankers, wealth managers, and originators want to achieve for the near-term and long-term, then helping them execute and find the ideal match

Private Equity firms bring on a strategic COO/CFO/Chief-of-Staff to add value, structure, KPIs, execution to portfolio companies

• These talented people can be at the PE firm-level or plugged in to a single business or multiple businesses (being creative with talented people)

Financial firms needing a transformation leader

• Transformation of process, digital, client experience are hot topics and need the right talent

Leverage my 25-year track record of success in this space.? Let’s spend time together and talk about how we can work together.? My vision is this could be powerful for both of us.?

Client 1218

Features:

o?? CFO at a top 5 global bank

o?? Works closely with COO

o?? Know-how in growing revenue and engineering businesses

Benefits:

o?? Operational, Strategic, Advisory

o?? Far more than just an ‘accountant’ or controller

Accomplishments:

o?? Managed very complex, global P+L

o?? Expertise in dealing with regulators

o?? Highly transferrable skills

Client 1206

Features:

o?? SVP at two Top 5 global banks

o?? Leads cross-functional teams, client experience, business transformation, strategy, reporting, process

Benefits:

o?? Improves client experience, efficiency, revenue

o?? Leads change

Accomplishments:

o?? Increase advisor and client utilization of digital tools

o?? YoY increase employee engagement

o?? YoY increase retention

o?? Develop performance goals and success criteria