- Founded Market Junctions in 2016
- Advisor to startups: Cadence (blockchain-enabled alternative investments), AltoIRA (self-directed retirement accounts), Aris Technology (robotic quality control laser scanning)
- E*TRADE Financial: CMO, Head of Retail Transformation. Member of executive and operating committees
- Merrill Lynch: Led Optimal Practice Model program for Merrill Lynch Global Wealth Management, led relaunch of Merrill Edge online brokerage, restructured financial advisor training program
- Growth strategy consultant: The Cambridge Group – client experience included digital content, airlines, automotive, insurance, consumer products, apparel, pharmaceuticals
- Kimberly-Clark Corporation (Scott Paper Company) and Avon Products: brand management and market research
- Speaker: The Conference Board, Bank Administration Institute, Nielsen 360, Accenture, Bank of China, Edelweiss Capital (India), Samsung Securities, Nomura Research Institute
- Author: “Will Wall Street Be Able to Earn the Trust of Younger Investors?” Harvard Business Review
Kyle Okimoto
Founder
About
Career
Personal
- Married, father of two daughters
- Lost parent suddenly at age 11
- Daughter diagnosed with cancerous leg tumor at age 11
- Vestry (board) member, St. Michael’s Episcopal Church. Head of stewardship committee – record pledge drives two consecutive years
- Top fundraiser for pediatric cancer, veterans’ and orphanage charities
- Completed 27 marathons, 4-time Boston Marathon qualifier
Look Ahead with Optimism
Transformation and Growth Consultant
- Captures insights for clients to own and act upon
- Proven impact across industries
Practical Executive Experience
- Drives collaboration across functions
- Helps firms win after major disruptions
Listening, Empathy and EQ
- Empowers employees and builds morale
- Strengthens corporate culture and brand