Background
Education
Maters of Science in Business Ethics and Compliance New England College of Business and Finance (NECB)
Bachelors of Arts Hood College in law & society, philosophy
Certificates & Professional Accreditation
- Institute for Professional Excellence in Coaching, Certified Professional Coach (CPC)
- World Business Executive Coach Summit, Enhanced Skills Practitioner in Conversational Intelligence® (C-IQ) for Coaches Family Firm Institute, Advance Certificate in Family Business Advising (ACFBA)
- Family Firm Institute, Certificate in Family Wealth Advising (CFWA)
- Family Firm Institute, Certificate in Family Business Advising (CBWA)
- Learning in Action Technologies EQ in Action Profile Chally Certified Talent Analyst
- Caliper Profile® Instruments
- Energy Leadership Index Master Practitioner (ELI-MP) DISC Assessment Certified, Behaviors and Motivators Profiles Colorado Learning and Teaching with Technology (COLTT)
- D2L Essentials Finance and Accounting for Non-Financial People
Courses Taught at CCG
PHIL 101 Critical Thinking
PHIL 350 Logic for Managers
Professional Experience
I’ve been a consultant since 2007. My consulting started as FCPA compliance at TRACE International and freelance IRS 990 consulting for non-profits in and around Boston. In 2010, I left applied ethics consulting and Boston to start a new venture as a family owned business consultant in Denver at Strategic Designs for Learning. While consulting with family owned business, I realized that much of their success and stumbling blocks were around articulating and living out their values… essentially, ethics in action. I fell in love with the field of family advising and became an entrepreneur in 2013 as a coach and consultant in a new family enterprise advising firm called, Family Owned Business Resources. As of May 2017, I joined the Private Bank of Wells Fargo in Boston, MA as a Vice President, Family Dynamics consultant to help clients build their communication repertoire as well as implement succession planning and other strategies to strengthen their family’s platform.