Financial Services
Whether you are on the Commercial or Thrift side of the banking business or are in another financially-related firm, we have worked with organizations similar in nature to yours.
You can count on our experience gained over a long term because it truly runs the gamut. We have conducted Executive Development for a bank's entire senior executive team and written a White Paper for the Executive VP of a large, internationally-based commercial bank, redefining the future role of a Relationship Manager.
Examples of smaller projects include turning Branch Managers, ABMs and Platform People into successful business developers. They adopted the attitudes and skills necessary to accomplish their newly assigned mission.
Along the way, Presidents and CEOs, Executive VPs, Senior VPs, heads of Regional Branch Operations, Branch Managers, Commercial Lenders, and Business Development Officers have become much more adept at managing and leading people and hitting their professional and personal goals more often.
We have also addressed members of the NJ Savings League (now NJ League of Community Bankers) on management and human resources issues impacting the performance of staff.
- AGR Financial LLC
- Alexander Hamilton Savings & Loan
- American Stock Exchange
- Bank of America (Formerly Fleet Bank; Formerly National Westminster Bancorporation)
- City & Suburban Federal Savings
- Colonial Bank NA, Nevada Region
- Colonial Savings & Loan
- CPI Capital
- First Fidelity Bancorporation (now Wachovia)
- Leaders Financial (letter)
- New Millennium Bank
- Spencer Savings Bank
- Statewide Savings & Loan