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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.
Lauren Kaufman is a Senior Business Consultant at ClientWise. Lauren has a BA in Communications with a minor in Mandarin from the University of Colorado-Boulder. Lauren spent 8 years at Dimensional Fund Advisors where she worked with advisors and firms of all sizes on their practice management and growth strategies. Most recently, Lauren was the Lead Coach at Limitless Advisor Coaching. Lauren's unwavering passion for excellence, both personally and professionally, continues to inspire and drive her commitment to empower firms to achieve unprecedented levels of success.
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.
Alec Pisoni is a Relationship Manager with ClientWise. He enjoys partnering with our clients to create positive relationships while helping them outline their goals and needs to ensure a plan for success. Having a background as a Broker and RIA manager, he understands what clients will need to be successful and build an enduring firm. Alec graduated from the University of Arkansas with a Bachelor of Business Administration in Finance.
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.
Sholeh has fifteen plus years of Global Human Resources experience working in various industries (Financial Services, Consumer and Pharmaceutical industries). She has experience in Executive Search and leading Global Talent Leadership programs. She is in her 15th year with GlaxoSmithKline, where she manages the US Commercial Talent Programs and is passionate in utilizing her coaching approach as a performance and engagement lever.
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.
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
Jayson leverages over 20 years of diverse experience in corporate, nonprofit, and philanthropic sectors, combined with a deep commitment to personal development, to empower his clients and guide them towards achieving new levels of professional and personal growth.
Trish Perry is a Master Certified Results Coach. Her expertise lies in leveraging the power of coaching to empower executives, professionals, and teams who want to thrive both professionally and personally, guiding them toward leveraging their inner strength, purpose, and talent, to accomplish their goals.
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.
As a Professional EOS Implementer®, Wendy successfully helps business leaders master the skills, tools and disciplines they need to break through their ceiling and get what they want from their business. Leaders choose Wendy because she believes in them and expects them to step into their own light. She elevates you to your higher potential and helps you transform your business! A trusted ally, Wendy brings vast experience and a joyful heart to every interaction. She removes the barriers to success by delivering guidance that is simple and practical. Her clients see results in their businesses and their lives. Wendy believes that in reality there is no ceiling; she points out opportunities to learn and improve your leadership team’s skills. She shows leaders how to make better choices, rather than excuses. There are endless opportunities to win and she’s here for it!
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.