Holden Advisors
Industry: Company
DescriptionHeadquarters: Massachusetts Founded: 2003
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Holden Advisors Employees
Employee
Years
Job
Industry
Monica Nieves Monica Nieves's Holden Advisors Experience June 2013 - August 2013
Job Finance Manager at Microsoft
Industry Computer Software
Experience
Microsoft July 2014 - Present
Holden Advisors June 2013 - August 2013
Uruguay XXI 2010 - 2012
Universidad ORT Uruguay 2008 - 2011
CERES (Centro de Estudios de la Realidad Económica y Social) 2008 - 2009
Education
Boston University 2012 — 2014
Master of Business Administration (MBA)
Universidad ORT Uruguay 2006 — 2010
Licenciada en Economía
Microsoft July 2014 - Present
Holden Advisors June 2013 - August 2013
Uruguay XXI 2010 - 2012
Universidad ORT Uruguay 2008 - 2011
CERES (Centro de Estudios de la Realidad Económica y Social) 2008 - 2009
Education
Boston University 2012 — 2014
Master of Business Administration (MBA)
Universidad ORT Uruguay 2006 — 2010
Licenciada en Economía
Saad Shahzad Saad Shahzad's Holden Advisors Experience June 2014 - Present
Job Pricing Consultant at Holden Advisors
Industry Management Consulting
Experience
Holden Advisors June 2014 - Present
Stanley Black & Decker , Inc. July 2012 - December 2013
SODEXO October 2011 - November 2011
Pakistan Mobile Communications Ltd December 2009 - May 2011
Starcom Mediavest Group (former - Mediacom Pvt. Ltd) April 2009 - November 2009
Wateen Telecom July 2008 - August 2008
Skills
Market Research, Marketing Strategy, Competitive Analysis, Business Strategy, Segmentation, Business Analysis, Marketing Research, Analytics, Brand Management, Pricing Strategy, Analysis, Strategic Planning, Financial Modeling, Business Intelligence, Digital Media, Budgets
Education
Babson college 2011 — 2012
Master of Business Administration (MBA), Marketing and Strategy, 3.57
Lahore University of Management Sciences 2005 — 2009
Bachelor of Science (BSc), Economics and Politics
Holden Advisors June 2014 - Present
Stanley Black & Decker , Inc. July 2012 - December 2013
SODEXO October 2011 - November 2011
Pakistan Mobile Communications Ltd December 2009 - May 2011
Starcom Mediavest Group (former - Mediacom Pvt. Ltd) April 2009 - November 2009
Wateen Telecom July 2008 - August 2008
Skills
Market Research, Marketing Strategy, Competitive Analysis, Business Strategy, Segmentation, Business Analysis, Marketing Research, Analytics, Brand Management, Pricing Strategy, Analysis, Strategic Planning, Financial Modeling, Business Intelligence, Digital Media, Budgets
Education
Babson college 2011 — 2012
Master of Business Administration (MBA), Marketing and Strategy, 3.57
Lahore University of Management Sciences 2005 — 2009
Bachelor of Science (BSc), Economics and Politics
Curtis Bingham Curtis Bingham's Holden Advisors Experience November 2005 - January 2007
Job Customer Strategist, Speaker, CEO at Chief Customer Officer Council
Industry Management Consulting
Experience
Chief Customer Officer Council June 2009 - Present
CCO Council Blog June 2009 - Present
Numerous Conferences and Events March 2005 - Present
Predictive Consulting Group January 2007 - Present
Holden Advisors November 2005 - January 2007
Predictive Consulting Group, Inc. May 2000 - October 2005
Skills
Strategy, Product Management, Business Development, CRM, Marketing Strategy, Marketing, Customer Insight, Market Research, Customer Retention, Business Strategy, Entrepreneurship, Customer Experience, Go-to-market Strategy, Chief Customer Officer, Consulting, Strategic Planning, Program Management, Brand Loyalty, Segmentation, E-commerce, Customer Satisfaction, Customer Acquisition, Voice of the Customer, Online Advertising, Strategic Partnerships, Competitive Analysis, Product Marketing, Product Launch, Executive Management, Sales, Customer Engagement, Strategic Consulting, P&L Management, Thought Leadership, Net Promoter Score, Enterprise Software, Analysis, Customer Centricity, Customer Loyalty, Executive Coaching, Corporate Culture, Customer Analytics, Positioning, Competitive Intelligence, Multi-channel Marketing, Customer Service, Leadership, Social Media
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Marketing & Finance
Brigham Young University 1986 — 1997
MS, Computer Science
Brigham Young University 1989 — 1991
B.S., Geology
Chief Customer Officer Council June 2009 - Present
CCO Council Blog June 2009 - Present
Numerous Conferences and Events March 2005 - Present
Predictive Consulting Group January 2007 - Present
Holden Advisors November 2005 - January 2007
Predictive Consulting Group, Inc. May 2000 - October 2005
Skills
Strategy, Product Management, Business Development, CRM, Marketing Strategy, Marketing, Customer Insight, Market Research, Customer Retention, Business Strategy, Entrepreneurship, Customer Experience, Go-to-market Strategy, Chief Customer Officer, Consulting, Strategic Planning, Program Management, Brand Loyalty, Segmentation, E-commerce, Customer Satisfaction, Customer Acquisition, Voice of the Customer, Online Advertising, Strategic Partnerships, Competitive Analysis, Product Marketing, Product Launch, Executive Management, Sales, Customer Engagement, Strategic Consulting, P&L Management, Thought Leadership, Net Promoter Score, Enterprise Software, Analysis, Customer Centricity, Customer Loyalty, Executive Coaching, Corporate Culture, Customer Analytics, Positioning, Competitive Intelligence, Multi-channel Marketing, Customer Service, Leadership, Social Media
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Marketing & Finance
Brigham Young University 1986 — 1997
MS, Computer Science
Brigham Young University 1989 — 1991
B.S., Geology
Brian Sharp's Holden Advisors Experience 2011 - 2011
Job Global Vice President, Commercial Management at Sealed Air Corporation
Industry Management Consulting
Experience
Sealed Air Corporation November 2011 - Present
Kalypso February 2008 - March 2011
Holden Advisors 2011 - 2011
The Summit House January 2005 - January 2010
Lord Corporation June 2003 - November 2007
Lord Corporation September 2003 - September 2005
BP Chemicals 2002 - 2003
BP/Castrol Lubricants 1993 - 2002
Union Carbide 1991 - 1993
Skills
Portfolio Management, Brand Management, Business Transformation, Functional Leadership, Business Analytics, Pricing, Marketing Strategy, B2B, Competitive Analysis, Cross-functional Team..., Segmentation, Pricing Strategy, Product Development, Budgets, Analytics, Business Strategy, Enterprise Software, Process Improvement, Product Management, Strategy, Value Selling, Analysis, Business Development
Education
Northwestern University - Kellogg School of Management 1995 — 1995
Executive Management Program
The University of Texas at Austin
BS, Chemical Engineering
Westchester high school
Sealed Air Corporation November 2011 - Present
Kalypso February 2008 - March 2011
Holden Advisors 2011 - 2011
The Summit House January 2005 - January 2010
Lord Corporation June 2003 - November 2007
Lord Corporation September 2003 - September 2005
BP Chemicals 2002 - 2003
BP/Castrol Lubricants 1993 - 2002
Union Carbide 1991 - 1993
Skills
Portfolio Management, Brand Management, Business Transformation, Functional Leadership, Business Analytics, Pricing, Marketing Strategy, B2B, Competitive Analysis, Cross-functional Team..., Segmentation, Pricing Strategy, Product Development, Budgets, Analytics, Business Strategy, Enterprise Software, Process Improvement, Product Management, Strategy, Value Selling, Analysis, Business Development
Education
Northwestern University - Kellogg School of Management 1995 — 1995
Executive Management Program
The University of Texas at Austin
BS, Chemical Engineering
Westchester high school
Alex Beram's Holden Advisors Experience January 2011 - April 2013
Job
Industry Financial Services
Experience
Radius Global Growth Experts April 2015 - Present
Radius Global Growth Experts May 2013 - March 2015
Holden Advisors January 2011 - April 2013
LeveragePoint Innovations Inc. September 2010 - December 2010
The Charles Hotel December 2006 - December 2009
ACB Artist Management November 2004 - November 2006
Music Industry Business Support 2000 - 2004
Skills
Project Management, Marketing Strategy, Pricing Strategy, Pricing, Competitive Analysis, Market Research, Strategic Planning, Management Consulting, Business Strategy, Business Analysis, SaaS, Segmentation, Negotiation, B2B, Music Industry
Education
Berklee College of Music
B.M., Music Business / Management
Boston University - School of Management
M.B.A., Strategy and Business Analysis
Radius Global Growth Experts April 2015 - Present
Radius Global Growth Experts May 2013 - March 2015
Holden Advisors January 2011 - April 2013
LeveragePoint Innovations Inc. September 2010 - December 2010
The Charles Hotel December 2006 - December 2009
ACB Artist Management November 2004 - November 2006
Music Industry Business Support 2000 - 2004
Skills
Project Management, Marketing Strategy, Pricing Strategy, Pricing, Competitive Analysis, Market Research, Strategic Planning, Management Consulting, Business Strategy, Business Analysis, SaaS, Segmentation, Negotiation, B2B, Music Industry
Education
Berklee College of Music
B.M., Music Business / Management
Boston University - School of Management
M.B.A., Strategy and Business Analysis
Ellen Quackenbush's Holden Advisors Experience January 2012 - Present
Job Manager at Holden Advisors
Industry Research
Experience
Holden Advisors January 2012 - Present
MIT CIO Symposium February 2008 - February 2011
Seagate Technology January 2005 - May 2009
Sage Research January 2002 - January 2003
Avaya January 2001 - January 2002
Lucent Technologies January 1998 - January 2001
Digital Equipment 1987 - 1997
Skills
Strategy, Competitive Analysis, Market Research, Analytics, Market Analysis, Strategic Planning, Analysis, Competitive Intelligence, Pricing, Telecommunications, Marketing, Training, Pricing Strategy, Six Sigma, Thought Leadership, Program Management, Business Development, New Business Development, Product Marketing, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
MS Management, Strategy
Smith College 1968 — 1973
BA, Economics and Geology
Holden Advisors January 2012 - Present
MIT CIO Symposium February 2008 - February 2011
Seagate Technology January 2005 - May 2009
Sage Research January 2002 - January 2003
Avaya January 2001 - January 2002
Lucent Technologies January 1998 - January 2001
Digital Equipment 1987 - 1997
Skills
Strategy, Competitive Analysis, Market Research, Analytics, Market Analysis, Strategic Planning, Analysis, Competitive Intelligence, Pricing, Telecommunications, Marketing, Training, Pricing Strategy, Six Sigma, Thought Leadership, Program Management, Business Development, New Business Development, Product Marketing, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 1983 — 1985
MS Management, Strategy
Smith College 1968 — 1973
BA, Economics and Geology
Alison Yama Alison Yama's Holden Advisors Experience January 2008 - Present
Job Senior leader with expertise in marketing, sales, and pricing
Industry Management Consulting
Experience
Holden Advisors January 2008 - Present
Strategic Pricing Group 1998 - 2004
ON Technology 1997 - 1998
Skills
Business Strategy, Marketing Strategy, Pricing, Negotiation, Strategy, Pricing Strategy, Strategic Planning, Leadership, Training, Management, Management Consulting, New Business Development, Strategic Consulting, Program Management, Consulting, CRM, Public Relations, People Skills, Human Capital, Sales Effectiveness, Competitive Strategy, Value Engineering, B2B Marketing Strategy, Problem Solving, Human Development
Education
Boston University - School of Management 1996 — 1998
MBA, Concentration in marketing
Wells College 1988 — 1992
BA, Psychology
Gloversville High School 1984 — 1988
Holden Advisors January 2008 - Present
Strategic Pricing Group 1998 - 2004
ON Technology 1997 - 1998
Skills
Business Strategy, Marketing Strategy, Pricing, Negotiation, Strategy, Pricing Strategy, Strategic Planning, Leadership, Training, Management, Management Consulting, New Business Development, Strategic Consulting, Program Management, Consulting, CRM, Public Relations, People Skills, Human Capital, Sales Effectiveness, Competitive Strategy, Value Engineering, B2B Marketing Strategy, Problem Solving, Human Development
Education
Boston University - School of Management 1996 — 1998
MBA, Concentration in marketing
Wells College 1988 — 1992
BA, Psychology
Gloversville High School 1984 — 1988
Erin Cihak Erin Cihak's Holden Advisors Experience November 2011 - February 2014
Job Senior pricing leader
Industry Computer Software
Experience
PROS March 2015 - Present
Imagine Communications February 2014 - March 2015
Holden Advisors November 2011 - February 2014
Kalypso June 2010 - November 2011
Accenture January 2007 - June 2010
EDS June 2005 - December 2006
Tyco Electronics Power Systems 1996 - May 2005
Skills
Product Lifecycle..., Business Process..., Business Process..., Business Process..., Business Process, Six Sigma, Project Portfolio..., Process Engineering, Business Process Design, Management Consulting, Process Management, Product Launch, Strategy, Knowledge Management, Cross-functional Team..., Program Management, Innovation Management, Product Management, Software Project..., Business Analysis, Pricing, Pricing Strategy, Market Pricing, Bid Pricing, Innovation Consulting, Product Innovation, Value Stream Mapping, Value Selling, Product Development, Business Planning, Process Improvement, Leadership, Business Case, Management, Directing Talent
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Marketing
South Dakota School of Mines and Technology 1990 — 1994
Bachelor of Science (BS), Industrial Engineering
Yankton High School 1985 — 1989
PROS March 2015 - Present
Imagine Communications February 2014 - March 2015
Holden Advisors November 2011 - February 2014
Kalypso June 2010 - November 2011
Accenture January 2007 - June 2010
EDS June 2005 - December 2006
Tyco Electronics Power Systems 1996 - May 2005
Skills
Product Lifecycle..., Business Process..., Business Process..., Business Process..., Business Process, Six Sigma, Project Portfolio..., Process Engineering, Business Process Design, Management Consulting, Process Management, Product Launch, Strategy, Knowledge Management, Cross-functional Team..., Program Management, Innovation Management, Product Management, Software Project..., Business Analysis, Pricing, Pricing Strategy, Market Pricing, Bid Pricing, Innovation Consulting, Product Innovation, Value Stream Mapping, Value Selling, Product Development, Business Planning, Process Improvement, Leadership, Business Case, Management, Directing Talent
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Marketing
South Dakota School of Mines and Technology 1990 — 1994
Bachelor of Science (BS), Industrial Engineering
Yankton High School 1985 — 1989
Adam Crossman Adam Crossman's Holden Advisors Experience July 2013 - February 2014
Job Pricing Manager at UpToDate
Industry Consumer Services
Experience
UpToDate February 2014 - Present
Holden Advisors July 2013 - February 2014
Parker Hannifin July 2010 - July 2013
IEC Electronics June 2009 - August 2009
Linsco Private Ledger August 2004 - August 2008
Banknorth May 2003 - August 2003
Skills
Pricing, Statistics, Excel, Financial Modeling, Data Analysis, Forecasting, Strategic Planning, Pricing Strategy, Product Development, Project Management, Finance, Negotiation, Product Marketing, Strategy
Education
University of Rochester - Simon Business School 2008 — 2010
MBA, Finance, Strategy
Bates College 2000 — 2004
BA, Economics major, Spanish minor
UpToDate February 2014 - Present
Holden Advisors July 2013 - February 2014
Parker Hannifin July 2010 - July 2013
IEC Electronics June 2009 - August 2009
Linsco Private Ledger August 2004 - August 2008
Banknorth May 2003 - August 2003
Skills
Pricing, Statistics, Excel, Financial Modeling, Data Analysis, Forecasting, Strategic Planning, Pricing Strategy, Product Development, Project Management, Finance, Negotiation, Product Marketing, Strategy
Education
University of Rochester - Simon Business School 2008 — 2010
MBA, Finance, Strategy
Bates College 2000 — 2004
BA, Economics major, Spanish minor
Stephen Haggett's Holden Advisors Experience August 2006 - August 2009
Job Vice President, Pricing & Revenue Management at Iron Mountain
Industry Information Services
Experience
Iron Mountain August 2014 - Present
Quest Diagnostics March 2013 - August 2014
Impact Pricing January 2013 - June 2013
Philips January 2012 - December 2012
Philips Healthcare August 2009 - December 2012
Holden Advisors August 2006 - August 2009
Hamilton Consultants June 2004 - July 2006
Privasource June 2003 - June 2004
Cambridge Energy Research Associates June 1991 - June 2003
GE 1985 - 1988
Skills
Pricing Strategy, Pricing, Strategy, Product Launch, Key Account Management, International Marketing, Leadership, Competitive Analysis, P&L Responsibility, P&L Management, CRM, Strategic Planning, Product Development, B2B, Forecasting, Market Analysis, Start-ups, Program Management, Product Management, Launch Of New Products, Product Marketing, Income Statement, Fine Art, Public Speaking, Mosaics, Pricing Optimization, P&L
Education
Harvard Business School 1989 — 1991
MBA, Marketing
Williams College 1981 — 1985
Bachelor of Arts, cum laude, Art
Iron Mountain August 2014 - Present
Quest Diagnostics March 2013 - August 2014
Impact Pricing January 2013 - June 2013
Philips January 2012 - December 2012
Philips Healthcare August 2009 - December 2012
Holden Advisors August 2006 - August 2009
Hamilton Consultants June 2004 - July 2006
Privasource June 2003 - June 2004
Cambridge Energy Research Associates June 1991 - June 2003
GE 1985 - 1988
Skills
Pricing Strategy, Pricing, Strategy, Product Launch, Key Account Management, International Marketing, Leadership, Competitive Analysis, P&L Responsibility, P&L Management, CRM, Strategic Planning, Product Development, B2B, Forecasting, Market Analysis, Start-ups, Program Management, Product Management, Launch Of New Products, Product Marketing, Income Statement, Fine Art, Public Speaking, Mosaics, Pricing Optimization, P&L
Education
Harvard Business School 1989 — 1991
MBA, Marketing
Williams College 1981 — 1985
Bachelor of Arts, cum laude, Art
Stephanie Gay's Holden Advisors Experience December 2011 - November 2012
Job Senior Consulant
Industry Computer Software
Experience
Axia March 2015 - Present
PROS November 2012 - March 2015
Holden Advisors December 2011 - November 2012
PRTM September 2010 - December 2011
Keating Capital 2009 - 2009
White House June 2007 - July 2008
US Navy March 2005 - June 2008
United States Navy August 2002 - March 2005
Skills
Navy, Policy, Pricing Strategy, Management Consulting, Strategy, Business Strategy, Financial Modeling, Competitive Analysis, Program Management, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Product Management, Analytics, Financial Analysis, Corporate Development, Start-ups, Strategic Consulting, Business Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance & Strategic Management
University of Maryland University College 2004 — 2006
MS, Management
Rensselaer Polytechnic Institute 1998 — 1999
Axia March 2015 - Present
PROS November 2012 - March 2015
Holden Advisors December 2011 - November 2012
PRTM September 2010 - December 2011
Keating Capital 2009 - 2009
White House June 2007 - July 2008
US Navy March 2005 - June 2008
United States Navy August 2002 - March 2005
Skills
Navy, Policy, Pricing Strategy, Management Consulting, Strategy, Business Strategy, Financial Modeling, Competitive Analysis, Program Management, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Product Management, Analytics, Financial Analysis, Corporate Development, Start-ups, Strategic Consulting, Business Development, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance & Strategic Management
University of Maryland University College 2004 — 2006
MS, Management
Rensselaer Polytechnic Institute 1998 — 1999
Reed Holden's Holden Advisors Experience April 2002 - Present
Job Founder and Coach, Holden Advisors
Industry Management Consulting
Experience
Holden Advisors April 2002 - Present
Camp Starfish 1999 - September 2010
Strategic Pricing Group (Now Deloitte) September 1987 - March 2002
Skills
Pricing Strategy, Sales Effectiveness, Pricing, Sales Operations, Analysis, Profitability, Price, Negotiation, Market Research, Sales Process, Pricing Negotiations
Education
Boston University Questrom School of Business 1983 — 1990
DBA, Pricing, Distribution and Business to Business Marketing
Babson College 1975 — 1980
MBA, Marketing, Finance, Business Strategy
Lynnfield High School
Holden Advisors April 2002 - Present
Camp Starfish 1999 - September 2010
Strategic Pricing Group (Now Deloitte) September 1987 - March 2002
Skills
Pricing Strategy, Sales Effectiveness, Pricing, Sales Operations, Analysis, Profitability, Price, Negotiation, Market Research, Sales Process, Pricing Negotiations
Education
Boston University Questrom School of Business 1983 — 1990
DBA, Pricing, Distribution and Business to Business Marketing
Babson College 1975 — 1980
MBA, Marketing, Finance, Business Strategy
Lynnfield High School
Travis Umpleby's Holden Advisors Experience April 2014 - Present
Job Sr. Consultant at Holden Advisors
Industry Management Consulting
Experience
Holden Advisors April 2014 - Present
Independent Consultant July 2013 - March 2014
IHG September 2006 - August 2012
Boston Harbor Hotel May 2005 - August 2006
RockResorts October 2001 - May 2005
Wyndham Worldwide June 2000 - October 2001
Skills
Hotels, Hotel Management, Hospitality Management, Hospitality Industry, Hospitality, Revenue Analysis, Pre-opening, Resorts, Micros, Yield Management, Front Office, Project Management, Creative Solutions, Supply Chain, Operational Efficiency, Event Planning, Marketing Strategy, Financial Forecasting, Operating Budgets, Public Speaking, Youth Programs, Youth Mentoring, Motivational Speaking
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Operations Management and Supervision
Brigham Young University 1994 — 1999
Bachelor of Science (B.S.), Animal Sciences
Holden Advisors April 2014 - Present
Independent Consultant July 2013 - March 2014
IHG September 2006 - August 2012
Boston Harbor Hotel May 2005 - August 2006
RockResorts October 2001 - May 2005
Wyndham Worldwide June 2000 - October 2001
Skills
Hotels, Hotel Management, Hospitality Management, Hospitality Industry, Hospitality, Revenue Analysis, Pre-opening, Resorts, Micros, Yield Management, Front Office, Project Management, Creative Solutions, Supply Chain, Operational Efficiency, Event Planning, Marketing Strategy, Financial Forecasting, Operating Budgets, Public Speaking, Youth Programs, Youth Mentoring, Motivational Speaking
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Operations Management and Supervision
Brigham Young University 1994 — 1999
Bachelor of Science (B.S.), Animal Sciences
Tannis Ashworth's Holden Advisors Experience November 2014 - Present
Job Change Management Consultant
Industry Management Consulting
Experience
Holden Advisors November 2014 - Present
RBC Financial Group September 2001 - October 2014
RBC Financial Group September 2001 - October 2014
RBC Financial Group September 2001 - October 2014
RBC Wealth Management 1997 - October 2014
Holden International January 1997 - September 2001
TELUS May 1986 - May 1994
Skills
Business Relationship..., 20 years international..., Specialist -..., Relationship Management..., Relationship Management..., Keynote Speaker, Conference Design, Leadership Development, Mutual Funds, Relationship Management, Banking, Business Requirements, Private Banking, Coaching, Project Portfolio..., Strategic Planning, Business Development, Vendor Management, Team Development, Sales, Account Management, Consulting, Program Management, Financial Services, Training, Leadership, Executive Coaching, Portfolio Management, Strategy, Mergers & Acquisitions, Workshop Facilitation, Performance Management, CRM, Asset Management, Governance, Analysis, Business Strategy, Talent Management, Public Speaking, Management, Cross-functional Team..., IT Strategy, Outsourcing, Integrated Marketing, Organizational..., Business Planning, Recruiting, Human Resources, Project Management, Team Building
Education
eCornell 2013 — 2013
High Performance Leadership
eCornell 2013 — 2013
Change Leadership
George Mason University 1997 — 2000
Accredited - Bachelor of Business Administration (B.B.A.)
Holden Advisors November 2014 - Present
RBC Financial Group September 2001 - October 2014
RBC Financial Group September 2001 - October 2014
RBC Financial Group September 2001 - October 2014
RBC Wealth Management 1997 - October 2014
Holden International January 1997 - September 2001
TELUS May 1986 - May 1994
Skills
Business Relationship..., 20 years international..., Specialist -..., Relationship Management..., Relationship Management..., Keynote Speaker, Conference Design, Leadership Development, Mutual Funds, Relationship Management, Banking, Business Requirements, Private Banking, Coaching, Project Portfolio..., Strategic Planning, Business Development, Vendor Management, Team Development, Sales, Account Management, Consulting, Program Management, Financial Services, Training, Leadership, Executive Coaching, Portfolio Management, Strategy, Mergers & Acquisitions, Workshop Facilitation, Performance Management, CRM, Asset Management, Governance, Analysis, Business Strategy, Talent Management, Public Speaking, Management, Cross-functional Team..., IT Strategy, Outsourcing, Integrated Marketing, Organizational..., Business Planning, Recruiting, Human Resources, Project Management, Team Building
Education
eCornell 2013 — 2013
High Performance Leadership
eCornell 2013 — 2013
Change Leadership
George Mason University 1997 — 2000
Accredited - Bachelor of Business Administration (B.B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY