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Bob is a co-founder and executive vice president of First Manhattan Consulting Group. Since 1980, he has been a leader in the firm's Marketing, Fee Services, and Trust and Investment practices. In recent years he has worked with clients to significantly increase the efficiency and effectiveness of direct marketing, sales staff, call center agents and web sites by implementing the Financial Personality®-Based Marketing System. This system has been successfully deployed in credit card, home equity lending, mass-affluent private banking, asset management and brokerage, life insurance, and deposit services. Bob has also worked with clients to increase fee income through cost-effective cross sales and enhancements to existing product lines and processes.
Bob has been an invited speaker at conferences for the American Banker's Association, the Bank Administration Institute, Direct Marketing Association, Financial Executives Institute, National Corporate Cash Management Association, and the New York Cash Exchange.
He has authored articles published in The American Banker, Corporate Cashflow Magazine, Magazine of Bank Administration, and International Correspondent Bank Magazine.
Bob's consulting experience has been acquired at First Manhattan Consulting Group and Booz Allen & Hamilton.
Bob received his bachelor's degree from the Wharton School of the University of Pennsylvania, and his MBA from New York University. | 