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    Tag: Client Engagement

    Saundra Price | Strategic Business Development Executive | President, SMPS LA | Secretary, Los Angeles Business Council

    Saundra Price is a seasoned business development executive with over 25 years of experience in the architecture, engineering, and construction (AEC) industry. Known for her visionary leadership and relationship-first approach, she has led strategic growth initiatives and forged lasting partnerships that have elevated both organizational performance and industry standards. As Associate Director of Project Development at W.E. O’Neil Construction, and President of SMPS Los Angeles, Saundra combines deep sector knowledge with an unwavering commitment to collaboration, innovation, and excellence.

    Harnessing AI for Small Business Success

    In today’s rapidly evolving digital landscape, small professional services firms face both unprecedented challenges and transformative opportunities. AABCO Consulting empowers these firms to harness Artificial Intelligence (AI) for strategic growth, operational efficiency, and enhanced client engagement. By focusing on practical AI applications—such as automated client intake, document generation, CRM enhancement, and sentiment analysis—AABCO outlines a clear, structured pathway for successful AI integration. Coupled with nearly five decades of combined industry experience, their guidance emphasizes ethical standards, data integrity, and human-centric adoption. With the right strategy and support, small firms can leverage AI not just to survive—but to thrive in an increasingly competitive marketplace.

    Phylicia Grasso: High-Velocity Sales Leader and Strategic Growth Partner

    Phylicia Grasso, MBA, is a dynamic sales leader and strategic client partner known for her ability to drive new business growth, cultivate executive relationships, and deliver measurable impact across diverse industries. With a proven track record of landing multimillion-dollar enterprise deals, building scalable sales infrastructures, and expanding into untapped Fortune 500 markets, she combines deep industry knowledge with an agile, relationship-first approach. Her career spans high-impact roles in technology consulting, IT solutions, digital transformation, and retail innovation, where she has consistently exceeded expectations and guided teams through growth and transition. Phylicia’s leadership is defined by her integrity, strategic foresight, and a tireless commitment to excellence.

    Susan E. Fisher: Business Development Executive in Experiential Marketing and Branded Environments

    Susan E. Fisher is a visionary business development executive with over four decades of experience leading strategic growth across the experiential marketing and branded environments sectors. Known for her exceptional communication skills and unwavering commitment to client success, she has delivered transformative results for global brands, cultural institutions, and sports franchises alike. With a foundation in communication, education, and the performing arts, Susan combines creative insight with strategic precision—bringing a unique blend of storytelling, innovation, and revenue-driving expertise to every engagement. As she transitions into board service, Susan is eager to apply her leadership, industry knowledge, and goal-driven mindset to help organizations thrive in competitive and evolving markets.

    Malique Papailler: Championing Impact Through Strategic Insight and Human Connection

    I’ve always believed that success is not only about performance but also about purpose. From working across investment banking and cross-asset sales to contributing to causes like Make-A-Wish, I’ve grown into a leader who values strategy, adaptability, and connection. I’m excited to share a more detailed look into my journey, the values I live by, and the impact I aim to create. Here is my biography.

    Gregory Bistodeau: Championing Efficiency and Innovation in Healthcare Systems

    I'm proud to share my professional biography, which highlights my two decades of experience in healthcare systems, project management, and client training. I've had the privilege of working with innovative technologies like Pyxis and contributing to improvements in patient safety and hospital efficiency. I’m excited about the future and opportunities to collaborate, advise, and continue learning.

    Beth Picha

    I'm excited to share my executive biography, which captures my journey as a growth strategist, people-focused leader, and lifelong learner. From digital transformation and go-to-market strategy to mentoring and board service, this bio reflects the experiences and values that shape my work. If you're looking for strategic insights, collaboration, or inspiration—here is my biography.

    Vic Moravitz: Growth-Focused Business Development Executive Bridging Technology, Strategy, and Results

    Vic Moravitz is a seasoned business development executive with a 25-year track record of driving growth for IT service providers across the federal, legal, and corporate sectors. Known for his entrepreneurial mindset and ability to lead high-performing teams, Vic specializes in turning complex technology offerings into compelling business solutions. He has successfully led national sales initiatives, revitalized service delivery models, and brought innovative cybersecurity and cloud products to market. With certifications in PMP, CSM, ITIL, AWS, and CEH, and deep expertise in strategic sales methodologies, Vic bridges the gap between vision and execution—delivering measurable results and long-term value for the organizations he serves.

    Brian P. Edwards: Senior Technology Executive “Driving Digital Transformation Through Strategic Partnerships and Client-Focused Leadership.”

    I'm excited to share a comprehensive look at my professional journey, highlighting my passion for driving digital transformation and building strategic relationships that deliver real business results. I believe leadership is about collaboration, integrity, and transparency—here is my biography.

    Andrea Beske: Transformational Product Leader Driving Innovation, Scalable Solutions, and Strategic Growth in the Financial Sector

    Andrea Beske is a transformational product leader with over 15 years of experience driving innovation, operational excellence, and strategic growth in the financial sector. As a **Director of Product Management** at BNY Pershing, she has pioneered digital solutions that enhance investor and advisor experiences, optimize costs, and generate significant revenue growth. With a strong ability to align cross-functional teams, champion technological modernization, and secure executive buy-in, Andrea has led large-scale product enhancements that have expanded digital adoption and automated key workflows. Passionate about data-driven decision-making and regulatory compliance, she has successfully implemented governance frameworks and risk management practices that improve transparency and efficiency. A dedicated mentor and advocate for a high-performance culture, Andrea thrives on fostering innovation, leading agile teams, and delivering impactful solutions that create long-term business value.

    Adam S. Plotkin | Executive Leader in Financial Services, Investment Management, and Compliance

    Adam S. Plotkin is a seasoned executive with over 25 years of experience in financial services, investment management, and compliance. A strategic leader with a strong focus on regulatory oversight, risk management, and client engagement, Adam has successfully guided organizations through growth, operational improvements, and industry challenges. His expertise spans RA money management, SEC evaluation, and portfolio oversight, making him a trusted advisor in the investment sector. Beyond his corporate achievements, Adam is a dedicated mentor and community leader, actively serving on boards and committees, particularly within the Jewish community. A passionate advocate for fostering creativity and empowering others, Adam is now seeking board and advisory roles where he can leverage his deep expertise to help organizations evolve and thrive.

    The Impact of Client Engagement on Fund Services

    In the ever-evolving financial services landscape, client engagement serves as the cornerstone for building trust, loyalty, and enduring partnerships. Michelle Marschel emphasizes that a personalized approach—tailored to clients’ unique goals and supported by technological innovation and feedback loops—can transform service quality and foster deeper connections. By integrating advanced tools to streamline operations and gathering actionable insights from clients, fund services can remain agile and responsive to changing needs. Proactive engagement, coupled with a commitment to operational excellence, not only enhances client satisfaction but also solidifies their confidence in service providers as essential partners in their financial success.

    Kate Carroll de Gutes: Visionary Content Strategist and Executive Leader

    Kate Carroll De Gutes is a seasoned content strategist with over two decades of experience in driving high-impact content strategies and digital storytelling for global brands. Currently serving as Vice President of Content Strategy and Editorial at Racepoint Global, she has delivered measurable success, including a 300% increase in agency award wins and significant boosts in client visibility, such as securing 292 feature articles and generating 223 million impressions in just three months. With a strong focus on collaboration and mentorship, Kate has led cross-functional teams to achieve impressive results, including a 92% win rate for new clients and 13% year-over-year revenue growth. Her expertise spans content development, data-driven marketing, and thought leadership campaigns, making her a leading voice in the industry.

    Dr. Eileen Jordan, DEL, MBA-HCM, RN: Guided by purpose, stewardship, and compassion; dedicated to empowering others, navigating healthcare complexities with integrity, and sharing knowledge...

    I'm excited to share my professional biography, showcasing my journey across healthcare and SaaS sectors, where I have led transformative initiatives in healthcare innovation, strategy, and implementation. My work is rooted in creating value for clients and empowering teams to achieve excellence. Here is my biography.

    Matthew E. Price: Empowering Global Payment Solutions Through Strategic Leadership and Innovation.

    Matthew E. Price (Matt) is a distinguished leader in the global electronic financial payments industry, based in Orlando, Florida. With over three decades of...

    Donna J. Turgeon, MBA: Global Senior Leader Driving Innovation and Growth in Cybersecurity and Technology Sectors

    "Excited to share Donna J. Turgeon's remarkable journey as a global senior sales and operations leader, driving substantial revenue growth and profitability in cybersecurity, healthcare, and more. Her expertise in strategic growth strategies and fostering key relationships continues to set new benchmarks in leadership excellence. Donna's career is a testament to her commitment to innovation and client success. Connect with her to learn more about her transformative impact in diverse industries! #Leadership #Cybersecurity #Innovation #GlobalOperations"