The executive management teams I coach operate in a variety of industries, including construction, insurance, finance, operations, technology, and flavors and fragrances.
I also have specific expertise working with people in financial services:
Investment management: I work with portfolio managers, analysts and investor relations teams in large fund firms, long-only shops, and hedge funds helping them define their unique value proposition and explain representative investment positions in pitches to potential clients, and in investment reviews and investor conferences.
Investment research, sales and trading: I work with scores of global analysts, salespeople and traders on helping them synthesize equity, fixed income, economic, quantitative and technical research into actionable messages in written reports, morning call presentations, sales calls, marketing meetings and voice mail messages. I also help analysts enhance their unique franchises so that they can provide clients with more effective products or so they can improve their I.I. rankings.
Private equity and investment banking: I help bankers and private equity managers recognize the importance of reading audiences so they can streamline and communicate messages effectively. I conduct small group and one-on-one sessions on managing client meetings, formulating executive summaries, and creating effective decks.
Private Wealth:I work with private wealth advisors on helping them distinguish themselves from their competition, selling their services, and presenting unique ideas to potential and existing clients. I help them formulate effective pitch letters and emails and compelling voice mail messages.