East Road Associates, LLC

performance measurement | client profitability | customer relationship management creating value out of chaos, more than 20 years working for leaders in the banking industry. knows what is required to create systems that maximize revenue, client wallet, synergy and cross selling. brings a unique skill set that encompasses technology, sales and business development, all of which must be symbiotic in order to provide the ultimate customer experience. provides an expanded viewpoint to manage large scale business change and transformation. leads organizations with a focus on developing broad views and analyses of accounts, producers and product distribution that are each an integral part of the institutional sales management decision process. results are consistent: superior client coverage, alignment and allocation of resources, understanding of overall relationships and client value generation that consistent yields increased profitability.