Jack Woerner
I lead small business & executive teams to PROFITABLE RESULTS | Practical solutions to run your business effectively
- Role
- Chief Operating Officer at Forwardlane Inc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jack Woerner
Is your small or medium sized business frustrated by transitional change? …
Experience
Chief Operating Officer
Jul 2024 — Present · Charlotte, NC, US
We are an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and Insurance. We do this by synthesizing vast quantities of collective firm intelligence and market data, dramatically accelerating the productivity of financial services professionals.
Education
Columbia Business School
MBA
Bucknell University
BA Math
Skills
- Strategic Leadership
- Strategy
- Database Marketing
- Executive Management
- Business Planning
- Analytics
- Business Strategy
- Marketing Strategy
- Project Management
- Mergers & Acquisitions
- Mergers
- Start-Ups
- Strategic Partnerships
- Consulting
- Financial Services
- Crm
- Management Consulting
- Strategic Planning
- Business Development
- Venture Financing
- Telecommunications
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