We Know Your World
Maura is a well-accomplished and performance-driven leader in Finance and Operations with an extensive background in corporate finance. Maura has a proven track record of working with C-Suite leaders in managing financials, dealing with vendors, and working with tax professionals.
- Over 27 years as a proven sales leader in the financial services industry.
- As Head of Advisory Business Development for Lockwood Advisors John drove over $25 billion in new assets through 11,000 Financial Advisors.
- Has extensive experience in delivering Practice Management content including Transitioning to Fees, The Fee-Based Conversation and Effective Client Segmentation, and Service Model Strategies.
- Demonstrated success as a thought leader in creative marketing and sales messaging, sales reporting, and sales team integration.