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Financial Analyst



Management Consulting

Our Story

We stepped away from the corporate giants and ventured to establish our own small enterprise, driven by our desire to approach things differently. Our aim was clear: to foster collaboration with exceptional individuals, offer unparalleled care to both our clients and team members, and pursue work that instills us with pride. In choosing our name, we sought a moniker that would serve as a constant reminder of these aspirations. Thus, we looked back to the roots of our values, tracing them to Marilyn Haese, the founder, and her upbringing on Haese & Wood Consulting. Witnessing her grandparents' dedication to their own business, Marilyn absorbed invaluable lessons in work ethic, unwavering commitment to excellence, keeping promises, conducting business with integrity, and treating others with compassion and respect. Haese & Wood Consulting embodies these principles in every facet of our operations...

Our Story

On par with the big players in terms of credentials and offerings, our journey diverges from theirs. While we've previously operated within their ranks, since 2016, our dedication has been exclusively to you. We're not merely a service provider with a catalog of offerings; rather, we're a boutique firm, deeply attuned to your organization's dynamics. We actively listen to your needs, crafting bespoke solutions to fortify and enhance your operations.


Our mission is to empower asset managers with transformative insights and strategies that drive sustainable growth and success. We are committed to partnering with our clients to navigate the complexities of the ever-evolving financial landscape, providing innovative solutions tailored to their unique needs.


To revolutionize the asset management industry by pioneering forward-thinking strategies and fostering a culture of innovation and excellence. We envision a future where asset managers are equipped with the insights, tools, and capabilities to navigate volatility with confidence, seize opportunities for growth, and exceed investor expectations.

Our Services

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Maximizing asset managers' performance through innovative analytics solutions tailored to their unique needs and market dynamics


Optimizing financial effectiveness through strategic insights and tailored data-driven solutions for individual client needs


Enhancing enterprise risk management with proactive strategies and comprehensive solutions for sustainable business resilience and growth

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Cutting-Edge Innovation

Facing multifaceted challenges ranging from regulatory compliance and digital transformation to evolving customer expectations and competitive pressures. Management consulting plays a crucial role in guiding insurance companies through these complexities, providing strategic insights, operational efficiencies, and innovative solutions to navigate market dynamics, optimize processes, and achieve sustainable growth.

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  Client-Centric Approach

Budgetary pressures and citizen demand for accountability are pushing government agencies to enhance service delivery effectiveness and justify budgets based on value delivered. Additionally, they face challenges such as expanding workloads, an aging workforce, data interpretation, and rising citizen expectations, all while staying focused on their mission and constituents.

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 Complexities such as regulatory changes, technological advancements, market volatility, and evolving customer preferences create significant challenges for organizations. Management consulting is essential in this landscape to provide expertise, strategic guidance, and innovative solutions. By partnering with management consultants, finance industry players can effectively address these challenges, optimize operations, and drive long-term success.


Marilyn Haese


Marilyn Haese is chief executive officer of Haese & Wood Marketing , spearheading the firm’s efforts in the insurance, benefits, health care, financial services and technology industries.

Prior to launching Haese & Wood in  the 1995, Haese was executive vice president-assistant general manager of the Los Angeles office of a strategic business unit of Saatchi & Saatchi PLC, London. In this post, Haese oversaw new business efforts in finance, health care  and insurance services, and handled day-to-day management and account supervision in the West Coast office.

Warren Wood


Warren Wood is president of Haese & Wood overseeing  operations,, new business outreach and management services in the financial sector.  A veteran television executive, he is a steeped  in experience of providing companies with strategy, private enterprise risk management and advisory services. 

Prior to launching to Haese & Wood, he was the executive producer for the broadcast entity of Chris-Craft Industries. He has a long history with NBC News, as well as Tribune Company, Cox Enterprises, Metromedia, McClatchy Newspapers and Meredith Publishing.



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Financial Consultation


At Haese & Wood Consulting, we understand that change is not always easy. Since 1990, we’ve been helping companies of all sizes respond to industry transitions in order to stay competitive. Our years of experience have taught us to always make your business success our priority.


Our team of experts is ready to help you develop strategies for not only surviving, but thriving in the future. 

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