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Jeff R.

Jeff helps clients differentiate themselves from other current and emerging leaders, perform at high levels with consistency, and develop their own “Leading Edge” through mastery of key leadership disciplines. As a Professional Certified Executive, Leadership, and Career Coach, he leverages his coaching expertise with more than 30 years of experience in financial leadership roles at Bank of America, Merrill Lynch, GE Capital, and AT&T.

Education & Certifications
  • MBA, Rutgers University Graduate School of Management
  • BS Finance, Lehigh University
  • Coaching Certification, Institute for Professional Excellence in Coaching (iPEC)
  • PCC Credential, International Coaching Federation
Professional Experience

Learn about Jeff R. professional history.

  • Executive/Leadership/Career Coach
  • Internal Performance Coach & Analytics Resource Lead, Bank of America
  • Finance Director for Advisor Strategy & Business Analytics, Bank of America
  • Director & Product Line CFO, Bank of America & Merrill Lynch
  • VP Financial Planning & Analysis, Merrill Lynch
Functional Experience

All of our coaches are experienced in supporting a variety of business functions. This coach has personal experience in the following professional fields.

Finance Sales
Industry Experience

While you may want to have some similarities with your coach you don’t want too much overlap. A coach’s job is to offer you fresh and new perspectives that you may not be exposed to in your current industry or function. Here are the industries the coach most commonly supports.

Consulting Financial Services Professional Services Telecommunications
Coaching Expertise

Coaches have wide skill sets and we can’t list them all. Here are a few areas this coach specializes in helping support.

Communication Executive Presence Management 101 Performance Management Role Transition Strategy Planning
Primary Professionals Coached

VPs at Established Companies Employees at Tech Companies Experienced Managers in Leadership Positions

Testimonials and Coaching Highlights

In his 30 years as a manager, leader, mentor, career developer, and most especially now as a professional coach, Jeff’s focus is on helping others see around corners, develop greater self and situational awareness, and significantly increase their effectiveness and ability to accomplish more with greater ease

He employs a mastery orientation in his coaching to generate continuous improvement and help you take steps to lead more effectively in the long run. This approach emphasizes “how” to get things done and perform with less stress while consistently delivering superior results

Jeff combines strong active listening skills with empathy to gain a deep understanding of who you are, what motivates and inspires you, and what you want to achieve

Clients have described him as a great listener and communicator with strong intuition and insight. They say he gets right to the heart of the issue, and helps drive change and accountability

Jeff is authentic, empathetic, and action-oriented