Jim has spent more than 30 years in the Retail Brokerage Industry in Leadership Development and Coaching. He is a Registered Corporate Coach with the Worldwide Association of Business Coaches and an Adjunct to many fine firms specializing Leadership Development. Jim’s last corporate position was with Morgan Stanley in Talent Management and Leadership Development. While there, he helped build the Management Assessment Center for Managers and provided Advanced Training for field management and Executive Education for high potentials in the field and the home office.

Jim started his career in 1970 with Morgan Guaranty Trust Company as the head of Shareholder Relations. He went on to Management Training positions with Blue-Cross and Blue Shield of NY and CIBA-Geigy (now Norvartis). He became a training professional within the retail brokerage industry in the early 1980s with Merrill Lynch and in the 30+ years since he has held senior level training and development positions with Smith Barney (now Morgan Stanley), PaineWebber (now UBS) and Prudential/Wachovia (now Wells Fargo Advisors). He was also the Regional Business Manager for the Northeast Region of Prudential Securities when they merged with Wachovia. Before joining Morgan Stanley, Jim worked for a consulting firm called TalentQuest where he was the Managing Director of the Northeast Region.

Jim has been married to Beverly since 1972 and they have two daughters, both of whom live and work in the New York metropolitan area. Jim attended St. John’s University undergrad and also has an MBA from Fordham University. Jim and Beverly make their home in Rockland County, NY in the Hudson Valley. They have 4 Grandchildren.

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