North America

Assisting a financial services firm in providing human resource leadership …

December 15, 2016

Assisting a financial services firm in providing human resource leadership and implementation of the strategic plan to enhance the quality of the team, with a focus on creating the possibility for future transition success to be achieved internally, as opposed to it happening through a forced sale or merger.

This successful firm in existence for more than 65 years, has a strong, veteran team of core individuals in leadership positions, but has been unable to recently develop and retain enough of a group of individuals, in order to demonstrate internal confidence for future succession to be successful.

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