Jason has collaborated with clients including Citigroup, Credit Suisse, Neuberger Berman, Fortress, Blackstone, Perella Weinberg Partners and Monomoy Capital. He also regularly works with management teams on IPO and trade sale roadshow presentations. Jason served eleven years as an officer in the British Royal Navy, specializing as a Commando with active service in Bosnia and Iraq. Upon retirement from the service, he completed a post-graduate course in journalism and worked in the Middle East reporting for British and U.S. newspapers, as well as appearing on Sky News and CNN. Jason holds a bachelor’s degree in International Politics.

With over ten years in the executive coaching space, Hattie’s recent engagements have ranged from communication coaching for a small banking group, helping a management team excel during their IPO process to facilitating large (100+) female-focused conversations about the communication and personal skills pivotal to success. Hattie coaches one-on-one to help clients with communication, leadership, EQ, confidence and career management. She adapts her style to the needs and personality of the client, while providing practical and action-oriented advice. Coaching engagements take many forms, some being situational and brief, while other collaborations are ongoing. Hattie’s earlier career included multiple capital markets roles, as well as a stint in the retail brokerage space, while completing a Master’s Degree program. Hattie holds a Bachelor’s Degree in English and French as well as a Master’s Degree in Counseling.

Prior to moving into coaching and training 8 years ago, Gareth held positions as a Private Client Stockbroker (Killik & Co), Private Banker (Merrill Lynch) and latterly, Head of Discretionary Sales (Bank of America Merrill Lynch). His focus is on coaching and training clients working across front, middle, and back office, from sales to risk and compliance and other corporate functions. For the past 8 years Gareth has trained and coached individuals and teams from a broad spectrum of business backgrounds including Private Banking and Wealth Management, Investment Banking, Asset Management and Private Equity and business start-ups. Gareth is an accredited Executive Coach with the Academy of Executive Coaching (AoEC) and qualified by the SFA as a Registered Financial Representative.

Ben leverages his academic expertise and insights in high performance with a personable and action-oriented style that works exceptionally well with the fast-paced and demanding world of financial services. He has a deep interest in understanding what makes people tick and what makes them unable to reach their full potential. Ben is originally from the UK, and his finance experience and interests began there more than twenty years ago when selling anti-money laundering software to banks. In 2015, he earned a Ph.D. in Organizational Psychology from Hofstra University, NY. Then he taught theories of leadership as a Professor at Touro University alongside working as an executive coach and facilitator in private practice. Ben is developing a course for Penn State’s MBA and Executive Leadership program on “The Future of Work.”

In that role, he led a global team of learning professionals to deliver best-in-class leadership development for over 10,000 managers worldwide. In addition, Kevin was responsible for driving key talent initiatives at Credit Suisse, having launched global high potential programs for critical positions across the bank. Throughout his career, Kevin has designed and facilitated leadership and talent programs across multiple regions and businesses and has coached leaders at all levels of the organization. Kevin also managed the global Managing Director Promotion process and the global coaching practice at Credit Suisse, adding to his rich understanding of organizational talent management. Before his career in leadership development, Kevin spent three years in the United States Army serving at Fort Bragg with the 82nd Airborne. Upon leaving the military, Kevin earned a bachelor’s degree in Psychology and Music and a master’s degree in Industrial/Organizational Psychology from New York University. Kevin’s certifications include the MBTI, Hogan, DiSC, NEO-PR, Leadership Circle 360, and the Human Synergistics Leadership Workstyles 360.

She was responsible for five trading businesses and over one hundred employees in that role. Previously, she was divisional COO and led cross-functional projects, often reporting to Senior Management. Throughout her leadership positions, she enjoyed coaching people on their development and careers and being a trusted advisor and confidant to senior management. Andrea’s professional experience gives her a unique viewpoint on the organizational structure, politics, and personalities within finance. She’s acutely aware of the communication, leadership, and people skills needed to succeed in a demanding and fast-paced industry. Her empathy and results-driven approach, which made her an admired leader and mentor within banking, now make her a superb Executive Coach. Andrea is passionate about giving high achievers the right tools and support to reach their professional goals. She has coached executives in front-office roles across Investment Banks, Asset Management, Venture Capital, and Startups. Born in Ecuador, Andrea moved to the US at an early age and is fluent in Spanish.