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After 20 years at AllianceBernstein, Ray Sclafani founded and heads ClientWise, which provides elite coaching programs and consulting exclusively for 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.
Emma joined the ClientWise team as a Business Development Representative. In 2020, Emma graduated from Montclair State University with a Bachelor's degree in Family Science and Human Development. She began her career working in fundraising at a private boarding school in New Hope, Pennsylvania. As she was born in the South, Emma wanted to return to her roots. She chose Texas as the place to put down new roots and settle. Texas is the perfect fit for Emma to focus on relationship building for ClientWise and continue her varied interests in yoga.
Steve Deanda is a Relationship Manager with ClientWise. He enjoys building enduring relationships with our clients and working with them in a collaborative effort to identify their key objectives and formulate plans for success. Steve has a background in commodity trading and real estate and holds a BA in Political Science from Southwestern University.
After 28 years supporting large financial services firms, Shawn Elder joined the ClientWise team as the Chief Operating Officer. He spent 12 years at CapitalOne in a variety of leadership roles including Director of Technology leading complex technology investments and Director of Process Engineering leading operational transformations.
Before joining the ClientWise team, Jerilynn worked in a variety of fields. She was Manager of Environmental Services at a physical rehabilitation facility, a Yacht Stewardess on a private yacht, and a Banking Customer Service Representative.
Sophia Harbas has more than 20 years of experience in financial services management, including business development, client relationship management, and marketing. She spent 18 years at AllianceBernstein in a variety of management and executive roles, including Vice President of Sales Data and Marketing Operations and Assistant Vice President of Cash Management Services.
Rafiq Jassani is a Relationship Manager at ClientWise. Before joining ClientWise, he worked at Capital One for 8 years. Rafiq has more than 15 years of experience in Consumer Financial Services, including Business Development, Portfolio Management, and Client Relationship Management. Rafiq lives in the Dallas area and has two boys ages 3 and 7. During his free time, he loves playing Golf and Softball.
Valerie joined the ClientWise team as a Client Experience Specialist. She holds a Master of Arts degree in Leadership and an undergraduate degree in Business Management from Dallas Baptist University. While in college, she competed in track and her main event was 400m hurdles. She has experience in customer service and sales, with relationship-building as her main focus. Off the clock, she enjoys spending time with her husband and trying all the tacos in DFW.
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.
Sarah Luther is a Relationship Manager at ClientWise. She is passionate about partnering with our clients to co-create a Professional Development Plan that allows advisors to think about what they want really want for their businesses. Sarah has a BA in Communications from Duquesne University. She began her career as an advisor with New EnglandFinancial and then moved into a Director of Recruiting role.
Kelsey is the Community Manager for the ClientWise eXchange™. She believes that everything happens for a reason and if you work hard enough, you can do anything you set your mind to. Coming from a background of customer service in retail, recreation, healthcare, and hospitality, she has learned that the success of a business starts with the customer relationship. Kelsey graduated from the University of Arkansas with a Bachelor of Science degree in Human Environmental Sciences. She is a born and raised Texan who loves the Lone Star State. In her free time, Kelsey enjoys baking, crafting, and spending time with her husband and dog, Lucy.
Breezey joined the ClientWise team as a Client Experience Associate. She graduated in 2022 with a Bachelors of Arts in Psychology and a General Business minor from Stephen F. Austin State University. She is a Texas native, from the heart of deep East Texas in Jacksonville. When she is not working, she enjoys spending most of her time with family, friends, and her two fur babies, Honey and Dallas.
Leslie Torres joined the ClientWise Team as the Marketing Coordinator. As an Army Veteran with 9 years of prior service, she is a multi-faceted team member. Her passion has grown in capturing opportunities for growth and developing market-driven strategies that are aimed at driving sustainable success. Additionally, she offers essential intangibles that consist of working in a collaborative environment and foresight to consumer behavior. She obtained her undergraduate degree in Marketing Communications from Notre Dame of Maryland University and her Master’s in Marketing Intelligence at Towson University. After work, you can find her spending time with her two boys, hiking, reading mystery novels, and although she likes to try different places to eat as a foodie, her heart while always lead her to a good taco place.
For the past 25 years, Rebecca Bradley has been coaching and consulting executives, teams, and organizations in the US and Singapore to achieve exceptional results. Rebecca’s forté is helping executives and teams identify and leverage under-used strengths to achieve professional and personal goals with greater ease and in shorter time frames.
Shawna Corden excels in building better leaders and fostering a coaching culture. She combines her 23+ years of Fortune 10 business leadership experience, with her 15+ years of Leadership coaching to partner for excellence.
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 over 20 years of management and business experience from the telecommunications and IT industries where she managed multi-million dollar startup and turnaround initiatives.
Andrea Gemma brings 20+ years of business experience, coaching leadership, and excellence. She has a broad-reaching background, which spans the financial, higher education, professional services, retail, technology and other industries nationally and internationally.
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 the founder and leader of the Coastal Carolinas Chapter of the ICF.
Molly Gordon has 20 years of experience coaching entrepreneurs, artists, and independent professionals to master the inner and outer games of growing successful businesses. She is known for her quick intelligence, lively sense of humor, and extensive practical experience creating and coaching others to create thriving client-centric businesses.
Leah Grant has more than twenty years of experience coaching financial advisors, advisory teams, and financial services industry leaders. She has assisted professionals at major firms and RIAs to increase their efficiency, hire the right staff, design effective marketing strategies, and grow--both as a business and as an individual.
Jen Howdeshell brings with her 9 years in business coaching, leadership development and facilitating. As an impassioned coach, Jen partners with leaders, executives and teams to align who they are with what they do, holding the space for transformational change by leveraging strengths, creating awareness and co-designing strategic action, so her clients accomplish their stated goals, discover untapped potential and thrive in work and life.
Miriam’s experience encompasses 3+ decades in leadership and management consulting, leader and team development/training, group facilitation, and executive coaching, serving a range of client organizations and individual clients. Miriam started her financial services career as an early female pioneer in Deloitte’s NYC audit group, quickly progressing into Deloitte’s management consulting services, where she advised and supported both financial services client organizations and other companies’ internal financial and operations functions.
Patty Keenan’s corporate experience includes extensive leadership experience at GE, where she was promoted six times in 12 years and negotiated one of GE’s first “boundary-less”/cross-business customer deals, working directly with CEO Jack Welch.
Regina Koetters is dedicated to helping business owners and their teams get out of their own way. She has a knack for helping clients uncover the true bottlenecks and blindspots that undermine their success and grow their companies with greater confidence and speed than they think possible.
A leader in the professional coaching industry for the past 15 years, Russell Long specializes in leadership and team development as well as culture change coaching. His experience in a variety of business settings, from large corporations to entrepreneurial organizations, has provided him with the opportunity to help clients drive change, performance and service improvement, develop interpersonal skills, and manage transitions.
An executive coach and advisor to leaders and teams worldwide, Terrie works at the intersections of leadership and coaching to elicit the very best – the greatest potentials - from an individual or a team. Combining her passions for business and for people, she uses innovative change processes and methods to help individuals and teams improve their performance and get results without sacrificing well-being.
Following a twenty-year career as a hospital executive, Rich has been an executive coach since 1996. He brings an executive focus to the challenges of creating the proper conditions to allow teamwork and collaboration to flourish in service to the purpose of the organization. Rich’s attention to the leadership responsibilities in the creation and sustainment of a positive workplace culture drives his passion to support executives and their teams in their efforts to make a true difference in the world.
Helene Mazur has over 35 years of experience helping to effect meaningful, sustainable growth in the lives of individuals, teams, and organizations. During the past 18 years as a business coach and facilitator, Helene has worked with a wide variety of leaders in professional service practices, specializing in her work with financial advisors
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.
Elias is a leadership and executive coach with the primary focus of empowering leaders on how to incorporate the coach approach into their leadership style. The coaching mindset can be transformative to teams, organizations, and communities at large. It is by listening, asking questions, and truly honoring each individual that we are able to optimize engagement, purpose, innovation, and ultimately productivity and growth.
Jeff Staggs has more than 20 years of experience coaching senior executives, financial services professionals, and their teams. He is an ICF Master Certified Coach (MCC), an NLP Master Practitioner, and has a background in clinical psychology.
As a coach for four decades, Pat is a founding member of the ICF and is an inaugural member of its Circle of Distinction, a Master Certified Coach, a Board-Certified Coach, and a member of Forbes Coaching Council.