Ray Sclafani
President and Founder
After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, the premier coaching and training company exclusively serving the financial services industry. Ray’s passion for serving leaders, advisors, and companies in the financial services sector is reflected in ClientWise and its unique coaching programs and team of credentialed coaches that help advisors and companies find the next level of professional excellence and financial success with greater focus and ease.
Ray’s experience as a seasoned specialist in coaching and training in the financial sector mirrors his long and profitable history in the industry. In his 20 years at AllianceBernstein, Ray was one of the company’s top sales professionals and executive leaders. His knowledge of how to create and execute on highly successful sales plans and build long lasting client connections was later utilized as founder and Managing Director of the Advisor Institute at AllianceBernstein. In that role, he developed and directed an extensive series of programs that proved invaluable to advisors in creating improved and sustainable motivation, sales, and client relationships. Ray completed his transition to founding ClientWise through significant coaching education and practice that led to his recognition as a Professional Certified Coach (PCC) from the International Coach Federation, the leading independent professional association for coaches. As a complement to his coaching skills, he also holds a Master’s Certification in Neuro-Linguistics from the International Association for Neuro-Linguistic Programming and has participated in The Strategic CoachSM Program for 13 years.
Ray’s expertise as a coach and trainer is recognized and sought out by leaders within the profession. Through ClientWise, he has provided coaching or created and presented workshops for, among others, Merrill Lynch, Morgan Stanley Smith Barney, LPL, Raymond James Financial, and Ameriprise. In addition, he has spoken on request to major industry conferences and company events for firms such as Merrill Lynch for their Diversity & Training programs, LPL, MSSB Institutes Conferences, Raymond James, FSC Securities, as well as the FPA National Conference, John Hancock Funds Wholesaler Conference, Nationwide Financial Summit Sales Conference, Met Life Presidents’ Conference, Barron’s Winner’s Circle Summit, and Barron’s Top Advisory Teams Summit. He has authored “The High Performance Coach”, a monthly column for Investment Advisor magazine, and has been interviewed and quoted in the Wall Street Journal, Financial Planning magazine, and Registered Rep, to name a few.
Ray holds a BA from Baylor University. He lives in Bedford, New York with his wife and true life partner, Beth, and their two sons who continually inspire his work and his passion for excellence.
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Rebeca Buffaloe
Director of Coaching Services
Rebeca Buffaloe has more than a decade of experience coaching and working with financial advisors in business development. Before joining ClientWise, she served as Vice President of Branch Development for Householder Group, one of the largest production groups with AIG Financial Advisors, and owned and operated her own consulting firm. Rebeca’s expertise is in marketing strategy, team development and practice management. She has a BA in Rhetoric from the University of California Berkeley. She is also a Genos Emotional Intelligence Certified Practitioner. As Director of Coaching Services, she is responsible for the facilitation and success of the coaching program at ClientWise.
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Amy E. Buttell
Marketing Communications Director
Amy E. Buttell is a journalist and a branding specialist. During the past decade, Amy has helped editors and business owners define their communications strategies and communicate successfully with their target audiences. She’s written for numerous publications, including The Journal of Financial Planning, the FPA’s Practice Management Solutions Journal, the New York Society of Security Analyst’s The Investment Professional Journal and Better Investing Magazine. Her copywriting, articles and white papers have appeared on corporate websites from the Registered Investment Advisory Firm Wealthfront to Microsoft to Atlantic Trust Wealth Management. A graduate of Furman University, Amy also holds an Advanced Certificate in Accounting from the Walker Business School at Mercyhurst College. It’s Amy’s task to ensure that Clientwise’s branding message is consistent and creative. She makes her home in Erie, Pa.
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Shelly Finkel
Digital Marketing Diva
Shelly Finkel is an experienced executive with nearly 20 years of work in the marketing arena. After spending the majority of her career in the corporate world, Ms. Finkel ventured into entrepreneurship and has shared her expertise with small to medium sized businesses, consulting on marketing and business operations. Shelly formerly served as Vice President of Marketing & Business Operations for The Sports Business Daily, the leading online daily trade publication for the sports industry. She was responsible for the development and implementation of all marketing strategies, partnerships and strategic alliances along with the financial planning and business operations. In 2001, she handled The Sports Business Daily’s transition from an e-mail text newsletter to a comprehensive online news service. Shelly has a B.S. in Consumer Economics/Marketing from the University of Maryland.
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Lisa Hanna
Executive Assistant to Ray Sclafani/Team Project Coordinator
A seasoned executive assistant with over 30 years of experience working with major American corporations, Lisa Hanna is an integral part of the ClientWise team. With her hands-on, get it done approach, she helps ClientWise meet the objectives and expectations of our clients.
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Margaret Krigbaum
Chief Program Developer
After 11 years in private law practice, Margaret transitioned to coaching in late 1994, in the early years of the coaching profession. With over 15 years of coaching experience, her broad range of clients includes Fortune 500 companies, C-Suite and senior executives, and executives and professionals in the sectors of financial services and law. Margaret coaches issues of significance for her clients, including executive and leadership development, strategic planning with bottom line results, team communication and growth, individual brand development and professional progress, as well as mentoring advanced coaches in continued growth of their coaching skills. Her international client base extends throughout the United States and to Europe and Asia. She has coached over 1500 clients, 10,000 hours, and has coached individuals and teams in 26 different countries.
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Thomas Rey (Trey) Schalk
Business Development Director
As a business development director, Trey manages key institutional relationships and works closely with individual advisors, advisor teams and advisory firms. Trey brings 18 years of experience in the financial services industry in a variety of roles to ClientWise. Prior to joining the firm, he worked closely with financial advisors as a product wholesaler with Hartford. Trey began his career as a management consultant in trust operations for Price Waterhouse, then worked for Nomura Securities in New York. He holds a B.A. in liberal arts from Austin College and an MBA in Finance from Baylor University.
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Frank Troha
Director of Learning and Development
Frank Troha ranks among today’s most qualified instructional designers and performance improvement specialists. He teaches instructional design at Fordham University and has consulted for many leading asset management companies. Frank received a Master’s degree in Educational Communications from the State University of New York (Oswego) and a PhD in Adult Education from Commonwealth Open University (Asturias, Spain). He is also a formally trained coach.
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Alicia Bassuk
Executive Coach
Alicia Bassuk has over 10 years experience as a strategic consultant and executive coach, and specializes in working with industry leaders. She has coached hundreds of C-level executives, helping them achieve their unique goals and objectives. Specific areas of expertise include: strategic planning, tracking important initiatives, anticipating risks and opportunities, considering motivations and responses, managing relationships, improving communications style, and accelerating success.
Recent Coaching Assignments:
- Former Chairman and CEO of public company establishes private equity firm
- President of global financial institution grooms EVPs to take over his role
- SVP of global financial institution improves ability to strengthen leadership team
- Managing Partner of hedge fund refines leadership skills and presence
- President of global financial institution discovers how to influence its learning culture
- General Counsel of public service organization learns how to navigate organizational politics
- CIO of global accounting firm leads innovation
- General Counsel of public company improves ability to manage board issues
- Partner of global management consulting firm supports team in becoming trusted advisors to key clients
Education and Professional Affiliations
- BA, Wesleyan University
- MBA, University of Chicago; Chicago Business Fellow
- Member of International Coach Federation (ICF)
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Jonathan Flaks
Master Certified Coach (ICF)
Executive Coach
Jonathan Flaks has more than 20 years of experience in business communication, investor relations, marketing and sales. Since 1998, he has coached financial professionals, entrepreneurs, mid-to-upper level corporate executives and industry leaders.
Recent Coaching Assignments:
- Million dollar producer establishes more effective professional advocate network and broader personal connections, yielding significant growth in net new assets
- High net worth financial advisory team transitions to new BD and significantly increases assets under management and production.
- Financial advisor enhances marketing plan and implements networking strategies to acquire new business goals
- Co-owner of financial executive search firm focuses on client engagement and service model, doubling income and reaching million dollar production goal
- Risk Management VP for hedge fund addresses issues more directly, manages more effectively, recommends creative solutions, and advances to Head of Prime Brokerage Risk Management, NA
- CEO of rare historic documents research and trading firm boosts revenue and profit by 22% in one year by prioritizing clients and refocusing his leadership style
- Entrepreneurial PR advisor doubles revenue and profit in two years by trading up to higher paying clients and building a more reliable staff
Education and Professional Affiliations
- BS, Cornell University
- Founder and three term President, ICF’s Westchester/Rockland Chapter
- Graduate, Coach University
- Adjunct Professor, New York University
- DISC and Myers Briggs Proficient
- Genos Emotional Intelligence Certified Practitioner
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Ellen Fredericks
Master Certified Coach (ICF)
Executive Coach
Ellen Fredericks has 12 years of experience coaching executives, leaders, and business professionals to take their individual, team and business performance to the next level. As a former corporate executive, Ellen brings twenty plus years of management and business experience to her coaching from the telecommunications and information technology industries where she managed multi-million dollar start up and turnaround initiatives. She held diverse positions in marketing, sales, information technology, operations, human resources, and government affairs. Ellen specializes in executive and organizational development, supporting clients within the financial, healthcare, technology, non-profit and utility industries, to achieve new levels of success in the face of rapid change and competition.
Recent Coaching Assignments:
- National Sales Vice President develops and implements creative strategies to significantly grow revenue and build a high performing team
- Senior Financial Advisor discovers new ways of thinking resulting in substantial revenue growth
- CEO of boutique global brokerage firm solidifies vision, improves team cohesiveness and effectiveness
- Regional Sales Manager improves focus and organizational skills, increases sales and employee retention
- President of Brokerage Firm becomes more collaborative and inclusive, inspires greater teamwork and improved efficiency
- CEO of Health Care System improves communication and collaboration with board members and executive leadership team
- General Manager of global trading firm successfully opens new independent financial practice, builds team and infrastructure, develops new partner relationships and new markets
Education and Professional Affiliations
- BS in Computer Science
- MS in Management
- Executive Education Management Programs, Duke University and Arizona State University
- Graduate, Coach University
- Faculty – The University of Texas at Dallas, Executive and Professional Coaching Program
- Senior Assessor, International Coach Federation (ICF)
- Past President for the New Jersey Chapter of the International Coach Federation (ICF)
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Bobbi Gemma
Master Certified Coach (ICF)
Executive Coach
Bobbi Gemma has been coaching financial professionals and industry leaders for almost a decade. Bobbi was a founding member of the International Coach Federation (ICF), and is founder and leader of the Coastal Carolinas Chapter of the ICF. Since 2009, she has been an adjunct faculty member of the Proficient Coaching Certificate Program at the University of Miami. Bobbi has managed the career center for an outplacement firm, and was President of a marketing resources firm, and serves on a number of boards for training and organizational development groups.
Recent Coaching Assignments:
- Certified Financial Planner transitions smoothly from one company to another, aligned with a new team, and rebuilt her book of business
- Senior Director manages significant change and transition as department shifted focus and altered structure
- Fortune 500 IT executive navigates merger and complete restructure of organization
- CEO of mid-sized company revamps executive team and redesigns and redefines organizational hierarchy
- Mid-level manager rebuilds and motivates team after organizational restructure
Education and Professional Affiliations
- BA in Sociology, Ohio State University
- Post-graduate work, Wichita University
- Graduate, Coach University
- Certified in Team Advantage, Pyramid Resource Group
- Certified in BarOn EQi Assessment (Emotional Intelligence)
- Certified in Leadership Spectrum
- Certified Humor Presenter from the Carolina Health and Humor Association
- DISC Certified Practitioner
- PIAV Certified Practitioner
- Member of Credential Review Committee, ICF
- Former ICF Regional Leader for Southeast USA
- Chairperson for 2003 Southeast Regional Coaching Conference
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Leah Grant
Master Certified Coach (ICF)
Executive Coach
Leah Grant has more than a decade of experience coaching financial professionals and industry leaders. Since 2001, she has taught thousands of coaches worldwide as a Master Leader for CoachU and assisted with updating the school’s curriculum. While a student at CoachU, Leah founded and ran the CoachU West Los Angeles Chapter. She was a founding member of the International Coach Federation’s Orange County Chapter, where she wore many hats beginning with Program Coordinator and culminating with President. Leah has owned a marketing consulting firm, served as the Vice President of Marketing for a web design and hosting company, and served as Marketing Manager for a direct mail marketer. Leah specializes in working with individual advisors, advisory firms, investment teams and industry leaders.
Recent Coaching Assignments
- Financial services VP manages change and rebuilds book after transitioning firms
- $100M team rebuilds business and doubles production following critical market downturn
- Financial services VP builds confidence and creates strategic plan after major market shift
- Managing producer transitions to full-time producer and focuses marketing efforts on growth
- SVP of bank gains clarity on major promotion opportunity and retirement strategy
- Senior Comptroller reorganizes the department, and gains comfort in training and delegating tasks in order to reduce typical work week from over 65 hours to 45 hours
- VP of major financial institution improves ability to delegate effectively and focus on next level of business building
- VP of major financial firm learns to reduce stress after health issue and transitions to similar position in bank
- Senior Financial Advisor develops strategy to pursue higher net worth accounts
- Financial Advisor deals effectively with sexual harassment in the workplace
Education and Professional Affiliations
- BA in Communications, Trinity University
- Certified Graduate and Faculty, CoachU
- Professional Certified Mentor Coach (CMC)
- DISC Certified Practitioner
- PIAV Certified Practitioner
- Qualified Breakthrough to Success Leader
- Genos Emotional Intelligence Certified Practitioner
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Chris Holman
Senior Executive Coach
Chris Holman has more than 25 years of experience within the securities industry, and has coached and consulted over 1000 Financial Advisors in his 10 years of professional coaching experience. He founded Affinity Networking Systems, where he provided customized communication, sales training and coaching for the financial professional. Chris has provided training and coaching services to clients such as Merrill Lynch, Morgan Stanley Smith Barney, UBS, Ameriprise, Raymond James, LPL, AllianceBernstein, Piper Jaffrey, and Northwestern Mutual. He was a financial advisor with both EF Hutton and UBS Financial Services, and served as the National Director of Investments with Fortis Advisors, a $10 billion investment manager. Chris’ intimate knowledge of the financial services industry helps him guide professionals to develop unique and effective ways to increase productivity.
Recent Coaching Assignments
- Complex manager transitions into full-time production and becomes million-dollar producer
- High performing team learns how to increase net new assets to $50 million per year
- Advisor team identifies a target niche market, and establishes a 6-point marketing plan that focuses on critical activities
- Regional VP uses human resources more effectively, improving leadership skills with clients and sales team, and increasing retention
- Senior RVP develops and successfully implements a new blueprint for territory management
- Advisor team implements new Client Engagement model using techniques that improve overall client satisfaction surveys by 50%, as well as increasing the quality and quantity of new client introductions
- Advisor team identifies and creates a Professional Advocate Network, resulting in $55 million net new assets raised within a 12-month period
- Advisor team identifies and articulates a unique value proposition and marketing approach that proves distinctive and effective
Education and Professional Affiliations
- BS, University of Oregon
- Masters Program, George Washington University
- Genos Emotional Intelligence Certified Practitioner
- Member of International Coach Federation (ICF)
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Linda Manassee Buell
Master Certified Coach (ICF)
Executive Coach
Linda Manassee Buell has been a leader in the coaching community since 1996 as a Master Certified Coach (MCC) and Small Business Consultant. Prior to that, she was a senior executive with American Express TRS Co, Inc. where she led organizations with over 150 employees and had bottom line responsibility for a sales budget of over $52 Million. Linda also implemented formal team building and diversity training, leading to significant increases in productivity. For over 10 years, she was a national and local media spokesperson for American Express with appearances on CNN, ESPN, and in Time Magazine. Linda is certified in Change Management Processes and is a certified trainer for Steven Covey’s “7 Habits of Highly Effective People.” She applies these specialized skills to help professionals achieve better work life balance, reduce both personal and business stress, and create environments for success.
Recent Coaching Assignments
- Financial Advisor develops internal networking skills across a variety of departments and creates opportunities for client retention and increased new business
- Portfolio Manager refines leadership skills and creates more effective work environment through improved work/life balance
- Director of Global Market Development for worldwide leader of financial market intelligence taps his entrepreneurial skills to create innovative ideas and solutions
- Career Banker improves interpersonal relationships and advances to the next level
- Director of Human Resources for financial services leader strengthens interpersonal relationships and presence, resulting in promotion within the year
- CFO creates effective and productive board meeting presentations
- Former Vice President of Operations for financial services company starts own business and shows profit in first year
Education and Professional Affiliations
- Graduate and Former Faculty, CoachU
- Professional Certified Mentor Coach (CMC)
- Certified Oasis in the Overwhelm Trainer
- Print Assessment Behavioral Tool Practitioner
- International Coach Federation Assessor
- Master Certified Coach (MCC), International Coach Federation (ICF)
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David Matthew Prior
Master Certified Coach (ICF)
Executive Coach
David Matthew Prior has been a coach and consultant for more than 13 years, and specializes in coaching industry leaders. David is a coaching faculty member at New York University’s School of Continuing and Professional Studies and at University of Texas-Dallas, where he teaches for the Executive and Professional Coach Training Program. A leader in the coaching world, he currently serves as Vice President on the Global Board of Directors of the International Coach Federation (ICF), having recently completed a term as Co-Chair of the ICF Ethics and Standards Committee. David has brought Leadership Development Training and coaching to colleagues across the globe.
Recent Coaching Assignments
- CEO of trading division of leading world bank learns to become a more versatile leader by balancing strategic and operational capabilities
- Director addresses under-performance issues of inherited staff, acquires manager’s support
- Chief Creative Officer of New York-based entertainment company learns how to foster and inspire creativity and innovation throughout his senior leadership team
- HR VP of energy company applies coaching skills to improve key stakeholder initiatives and relationships throughout the organization
- Sales Director of leading telecommunications company improves ability to navigate organizational politics with integrity
- COO of non-profit uses Board of Directors as advocate for change in the organization
- Biotech Senior Management team (SVP and VP level) becomes more collaborative and cross functional as they support each other as “first team”
Education and Professional Affiliations
- BA, University of Vermont
- MBA in International Business, Thunderbird School of Global Management
- AOS, American Academy of Dramatic Arts
- Coaching Faculty, Columbia University, New York University, University of Texas at Dallas
- CPCC (Certified Professional Co-Active Coach, Coaches Training Institute)
- Certified in 360 Feedback instruments: Booth, MDLI (Multiple Domain Leadership Instrument)
- DISC and PIAV Certified
- Vice President, International Coach Federation (ICF) Global Board of Directors
- Member of Applied Improvisation Network
- Master Certified Coach, International Coach Federation (ICF)
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Rich Maxwell
Master Certified Coach (ICF)
Executive Coach
Rich Maxwell has been a leader in the coaching field since 1996. Having spent 20 years as a hospital executive, he successfully managed mergers, acquisitions and sales of hospitals and the attendant challenges therein. His rich leadership experience helps him guide executives and teams to leverage strengths and effectively navigate change. Rich has served as a faculty member for CoachU and the Business Coach Institute, responsible for training coaches worldwide. He is also an accomplished speaker and leadership trainer.
Recent Coaching Assignments
- CEO leads team through a major operational turnaround while expanding her book of business
- Sales Manager improves leadership and communication skills with his sales team
- Senior leadership team improves various elements of teamwork including how to trust and communicate with each other in constructive and productive ways
- COO transitions from hands-on involvement in daily operations, to effectively managing those operations while also providing effective strategic direction
- COO of an insurance broker develops strategies for the next ten years of his career
Education and Professional Affiliations
- BA in Sociology, University of Virginia
- Masters, Fuqua School of Business, Duke University
- Certified Graduate and Former Faculty, CoachU
- Former Faculty, Business Coach Institute
- Certified Professional Behavior Analyst (CPBA)
- Certified Professional Values Analyst (CPVA)
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Helene Mazur
Executive Coach
Helene Mazur has 30 years of experience influencing positive change in professional service organizations. As a coach and strategic planning facilitator for more than 10 years, Helene has helped hundreds of professionals reach higher to define and achieve challenging goals. She has over 20 years of leadership experience at Merrill Lynch, Dean Witter Reynolds, Bankers Trust Company, and Electronic Data Systems in strategic planning, product management, sales and marketing, and the management of administrative groups and project teams. Helene specializes in working with financial advisors and advisor teams to grow their businesses.
Recent Coaching Assignments
- Financial advisor faced with a partnering decision, merging of businesses, establishes common expectations, defines roles and develops business strategies
- Financial advisor team develops new marketing plan, overcoming internal and external obstacles
- Top producing financial advisor weighs various career opportunities, ultimately successfully implements personal production growth plan
- Financial advisor develops a focused and successful niche in divorce planning
- Managing Director at a financial services firm implements successful marketing, sales and recruiting strategies
- Accounting firm grows revenue by leveraging financial planning arm of the business
- Insurance agency executive creates leadership development program to facilitate change
- Advisor in transition creates a multiple-year business plan with focused strategies and goals
Education and Professional Affiliations
- BS in Marketing, University at Albany, SUNY
- MBA in Finance, Stern School of Business, New York University
- Certified Financial Planner (CFP) designation
- Graduate of B/Coach and the Strategy Focused Developmental Coaching Program
- Certified Professional Behavioral Analyst (CPBA) – DISC
- Certified Professional Values Analyst (CPVA) – PIAV
- Genos Emotional Intelligence Certified Practitioner
- Member of International Coach Federation (ICF)
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Pamela Richarde
Master Certified Coach (ICF)
Executive Coach
Pamela Richarde has more than 17 years of experience coaching C-level leaders and financial professionals across multiple industries. A pioneer in the field of coaching and past President of the International Coach Federation (ICF), she has played an integral part in the development of the profession of coaching, including co-creation of certification standards and globally accepted core coaching competencies. A seasoned facilitator, speaker and trainer as well, Pamela uses a high level of intuition and a practical understanding of business issues to support clients in achieving greater results.
Recent Coaching Assignments
- Financial services CEO develops strategy to pursue succession planning and transition to retirement
- CIO successfully navigates transition during a challenging merger
- Financial services VP gains clarity on direction and creates strategic plan for business expansion
- SVP of Human Resources creates and implements an employee development plan that measurably increased employee retention and well-being
- CPA expands firm, increasing capacity and diversity of options for clients
- Corporate lawyer expands communication skills and more effectively manages business relationships
- HR VP of global financial services institution successfully navigates a downsizing of multiple divisions
- Director of global missionary services organization discovers how to effectively work with limited resources while creating boundaries around time
Education and Professional Affiliations
- BA in Political Science, California Polytechnic University, Pomona
- Master’s in Performance/Direction, California State University, Fullerton
- Certified Graduate and Faculty, Coach U / Corporate Coach U, Inc.
- Professional Mentor Coach (PMC)
- Board of Directors, Association of Coach Training Organizations (ACTO)
- Former President, International Coach Federation (ICF)
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Mark Riesenberg
Executive Coach
Mark Riesenberg has more than 20 years of executive coaching experience in the financial industry. He specializes in helping clients hone intention and focus by identifying long-term goals and objectives, prioritizing daily activities to meet these goals, and staying on track through crises and interruptions. Mark began his career in human development and is an active member in Business Networking International. He is a popular public speaker and has delivered many training and coaching workshops to large financial services organizations.
Recent Coaching Assignments
- CEO of large broker-dealer organization increases focus and improves organizational skills
- Top producing advisor of large independent broker-dealer effectively manages efficiencies and triples revenue
- Independent Registered Investment Advisor improves communication skills, doubling revenue within three years
- Sales Manager of a global investment firm improves focus, organizational and accountability systems personally, and for advisor team
- Branch Manager from major insurance company learns techniques to strengthen strategies and systems for increased productivity and recruitment, resulting in almost 50% increase in recruits and attaining the distinction of Top Revenue-Producing Branch in the country
- Publisher and six regional sales managers of an internationally renowned weekly publication turns around declining market share, growing its share of a highly competitive market from 30% to 35% over six months
Education and Professional Affiliations
- BA in Economics, Long Island University, C.W. Post Campus
- Member of Toastmasters International
- Member of Business Networking International (BNI)
- Genos Emotional Intelligence Certified Practitioner
- Member of International Coach Federation (ICF)
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Jeff Staggs
Master Certified Coach (ICF)
Executive Coach
Jeff Staggs has more than 20 years experience coaching senior executive leaders and their teams. He is an ICF Master Certified Coach (MCC), an NLP Master Practitioner and has a background in clinical psychology. As a leader in the coaching field, Jeff designed and delivered the first coaching program to be fully integrated into an MBA program for Capella University and taught as an adjunct staff member in the MBA program. He has supervised well over a hundred coaches in both the U.S. and abroad, and has trained many coaches for the Coaches Training Institute and through NLP coaching programs.
His work with hundreds of executives, including many senior leaders in Fortune 500 companies, has given him valuable insight into the challenges leaders face, and what it takes to develop sustainable leadership in today’s organizations. Jeff’s work enables his clients to take on new business and personal challenges and to achieve new levels of balance and performance – akin to the world-class athlete who seeks intensive coaching to move from silver to gold medal victories.
Recent Coaching Assignments
- Senior Financial Advisor increases production from $600,000 to over $1,000,000, eventually establishing independent RIA and acquiring $200MM AUM
- Bank Chairman and CEO reorganizes team for dramatic increase in revenues, and prepare for retirement
- Senior Leader in financial services organization transitions into position of increased responsibility, two subsequent promotions and overall increase in job satisfaction and fulfillment
- Executive Leader of oil refinery increases leadership presence and authority to lead her team
- Financial Advisor achieves goal of over $1,000,000 production
Education and Professional Affiliations
- BS, Seattle Pacific University
- Graduate Work in Clinical Psychology
- Founding member of the International Coach Federation (ICF)
- Founding member of the Minnesota Coaches Association
- Member of ICF credentialing committee
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Tracy Stevens
Master Certified Coach (ICF)
Executive Coach
Tracy Stevens has been an innovative and results-driven coach and leader since 1985. She is experienced in diverse corporate and entrepreneurial environments, driving organizational change, process management, and client service improvements while building partnerships with key business decision makers. Tracy has helped clients increase production, and reduce operating costs utilizing world-class leadership and coaching concepts. She has managed international client service initiatives for Fortune 200 companies by skillfully combining elements of solid business-based practices to help clients discover sustainable solutions to personal leadership and organizational challenges.
Recent Coaching Assignments
- Financial services Senior Partner manages change, expands business after starting own firm
- SVP of business development gains clarity on major promotion opportunity and growth strategy
- EVP of national banking institution shifts attitude from lackluster and bored to enthusiastic and energized
- Managing Partner of mid-size financial firm manages extensive growth and staff development to become the largest locally owned firm on the east coast
- Corporate CEO improves communication effectiveness with leadership team and direct reports
- CEO and Senior VP of mid-sized non-profit organization establish solid working relationship
- President of retail business gains clarity on company’s financial status and growth opportunities, while implementing change initiative to increase sales
Education and Professional Affiliations
- University of Miami Faculty
- Master Coach, University of Rochester, Warner School
- Senior Faculty, Corporate Coach U
- Senior Trainer & Assessor, International Coach Federation
- Certified Winslow Behavior Analyst
- DISC Certified Professional Behavior & Values Analyst
- Personal Coaching Styles Inventory, PCSI
- Professional Mentor Coach, Coach Inc.
- Certified Corporate Business Coach, Corporate Coach U
- Certified Master Christian Coach, Christian Coaches Network
- Master Certified Coach (MCC), International Coach Federation (ICF)
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Mitch York
Professional Certified Coach (ICF)
Executive Coach
Mitch York has more than 25 years experience in business management and leadership development. His corporate career included senior executive positions with a number of high-growth companies. He served as President of LendingTree.com in its startup phase, creating processes and procedures to help the company position itself for rapid growth and mentoring its management team and work force. He was also President of NetCreations Inc., a leading email marketing company, where he built the executive management team and positioned the company for a successful acquisition following its IPO. Mitch is a graduate of CoachU and specializes in coaching financial professionals and entrepreneurs.
Recent Coaching Assignments
- Million-dollar wire house producers develop and implement customized systems to achieve consistent growth in asset base
- CEO of financial services firm builds organizational infrastructure to better accommodate rapid growth
- SVP of worldwide firm discovers how to increase productivity and develops team accountability skills
- CEO of e-commerce company promotes more effective work results through achieving work/life balance
- Financial Advisor Team successfully shifts focus to aim at higher-potential client demographic
- Financial Advisor creates effective Professional Advocate Network in support of growing his business
- SVP with major Broker Dealer successfully transitions to independent practice by leveraging entrepreneurial skills
Education and Professional Affiliations
- BA with Honors, Northwestern University
- MBA, Columbia University Graduate School of Business
- Sandler Sales Institute & Wharton School – Strategic Selling
- Certified Graduate, CoachU
- Genos Emotional Intelligence Certified Practitioner
- Professional Certified Coach (PCC), International Coach Federation (ICF)
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All our coaches are members of the International Coach Federation and abide by the ICF Code of Ethics.