MEET DR. LUCAS ROOT
Welcome to our website! Our mission is to provide exceptional strategic and operational leadership through the expertise of Dr. Lucas Root, a seasoned fractional COO with extensive experience in both Wall Street and consulting.
Wall Street and Financial Services Experience
Morgan Stanley Smith Barney Joint Venture (2009)
Lucas Root led the complex divestiture of Smith Barney to Morgan Stanley as the program manager, completing it two months early and $2 billion under budget. This highlighted his strong project management skills and ability to enhance operational efficiency in critical settings.
Wells Fargo Customer Data Consent Order Remediation (2015-2017)
Lucas managed a large-scale project to rectify Wells Fargo’s customer data handling, focusing on data remediation and regulatory compliance to rebuild trust and adherence to regulations.
Liquidity Reporting Oversight Tool for the NY Federal Reserve
He developed a liquidity reporting oversight tool for the New York Federal Reserve, improving the accuracy and transparency of financial reporting.
Merrill Lynch Compliance Department (Mid-2000s)
At Merrill Lynch, Lucas was instrumental in strengthening the compliance framework, reducing regulatory risks through his diligent oversight.
Credit Suisse Legal Department Technology Overhaul
He led the technology overhaul in Credit Suisse’s legal department, enhancing legal tech tools to boost efficiency and compliance.
AIG Recovery Post-2010 Crash
Post-2010 financial crash, Lucas played a key role in AIG’s recovery efforts by overseeing derivatives monitoring and reporting, helping the firm navigate the complex regulatory environment.
Consulting Experience
As the CEO of SGIC Consulting, Lucas leverages his Wall Street experience to help organizations achieve significant growth and operational excellence, focusing on community building and collective intelligence.
Turnaround Success for Underperforming Companies
Lucas has a track record of turning around underperforming companies by improving operational efficiency, resource allocation, and innovation using his ADULT Method and COMMON Framework.
Strategic Acquisitions
Lucas actively acquires underperforming Series A funded software startups, aiming to boost their profitability and enhance his consulting firm’s technology capabilities.
Thought Leadership and Advocacy
As a respected thought leader, Lucas hosts the ‘Elements of Community Podcast’ and writes extensively on community building and strategic innovation. He is also a strong advocate for supporting female-led startups, promoting inclusive organizational cultures.
Dr. Lucas Root’s experience as a fractional COO is characterized by his strategic acumen, rigorous analysis, and a strong commitment to building effective communities. His diverse roles and successful projects across major financial institutions and consulting engagements underscore his reputation as a visionary leader and strategic advisor.