Drawing on deep expertise in marketing and sales, Robert partners closely with executives to drive commercial excellence across their businesses, with a focus on the opportunities and threats presented by digital technology. Working primarily in the financial services sector, he guides efforts to transform sales and pricing effectiveness, improve payments solutions and infrastructure, and refine product development approaches. Since joining the firm in 2000, he has served a broad spectrum of clients as they address the rapidly evolving financial industry landscape.
Examples of his work include the following:
- leading a pricing transformation for a transaction processor that diagnosed the causes of margin decline, set new pricing levels, and boosted pricing capabilities to sustain impact—resulting in stronger revenue performance
- creating the blueprint, value proposition, and launch strategy for a digital bank, evaluating consumer needs, competitive landscape, and product-level economics
- overhauling the investment management process for a major global asset management firm to improve fund performance and reduce risk
Extensively published, Robert tracks new insights in sales innovation strategy and leads our efforts in North America to understand how consumers are changing their preferences and seeking new ways to interact with financial institutions.
Before joining McKinsey, Robert worked in Japan as a design engineer, responsible for design and technical sales of automotive electrical and electronic distribution systems. He is current a board member of the San Francisco Bay Area Discovery Museum.