Steve Fallek, VP of Strategic Planning, Zurich North America Insurance Group

“Over many years, David and his team made significant contributions to the Zurich family of companies in the areas of strategic planning, maximizing cross-selling opportunities, reorganization, and developing a sales management system. He has been a valuable planning partner, and has designed and led meetings with our senior executives where we achieved consensus on creative solutions for difficult strategic issues, and committed to action steps that would drive us toward achieving our desired future. David also helped us build tools to manage the execution of these actions.

One of his strengths is the customized approach he takes to each engagement. He was also very conscientious and creative in his preparation for and facilitation of meetings. We particularly appreciated his ability to present challenging concepts like the Balanced Scorecard in an easy-to-use manner that had immediate application for our businesses.”