Our People
Carl is BPM’s Chief Operating Officer and leads diverse teams in the pursuit of operational excellence and building a foundational infrastructure to support the firm’s scalability and long-term growth. He comes to BPM with over 35 years of senior management experience, serving as Director of Operations for a major public accounting firm and Vice President of Operations for a division of a Fortune 500 company.
Carl has deep experience in leading operational turnarounds, information technology implementation, process development, acquisition and integration.
He has been featured in a variety of publications including Investment News and Men’s Health.
Quick Facts
- Certifications
- General Securities License Series 7
- Lean Six Sigma certification
- Principal License Series 24
- Education
MBA – Weatherhead School of Management, Case Western Reserve University