Our business has grown by word of mouth
That's the best testimonial we could ask for.
Since 2001 we have had the privilege of working with some of the most successful individuals pitching for business in Capital Markets, Corporate Banking, Wealth Management, Institutional Asset Management, Trading and Equity Sales, Commercial Banking, Retail Banking, Group Retirement Insurance, and Real Estate Investment.
In addition, we have conducted personalized coaching with C-Suite executives and contributed considerable value to many executive leadership programs.
We are proud of the results we have achieved for our clients. They point, in particular, to our attention to detail, our understanding of their business, and our flexibility. This, they say, simplifies their planning in the fast-moving corporate contexts in which they operate.
Managing Director (and top earner), Private Bank, Chicago, 2014
Investment Advisor, Personal and Commercial banking, Calgary, 2013
Bank Manager, Retail Bank, Naples (Florida), 2014
Investment Advisor, Personal and Commercial Banking, Toronto, 2014
Senior executive (Risk), Retail Bank, Chicago, 2015
Senior executive (Compliance), Retail Bank, Toronto, 2013
Trust Advisor, Private Bank, Milwaukee, 2014
Customer Care Manager, Group Insurer, Vancouver, 2013
Executive Managing Director, Investment Bank, New York, 2015
Managing Director, Investment Bank, Montreal, 2013
Corporate Banker, Investment Bank, Houston, 2014
Global Head of Training, Investment Bank, 2013
Senior executive (Governance), Retail Bank, Chicago, 2014