Steve’s coaching empowered me to develop my own effective solutions to several critical issues that were previously zapping my productivity and confidence.
Sales Executive, Fortune 500 Tech Company
Executive Balance integrates consulting and coaching best practices to more effectively serve the needs of today’s financial executives.
Addressing high risk challenges requires confidential, experienced leadership coaching and collaboration with the executive team. I’m grateful for my experienced insight and I use it to help executives confidently make the right decisions, solve complex problems, and lead more effectively.
Our mission is to elevate organizational understanding of financial risk, and empower managers to craft an organizational culture that integrates risk management best practices by improving the approach that executives use to lead their organizations.
We EMPOWER FINANCIAL SERVICES executives TO DELIVER A MORE INTENTIONAL CULTURE THAT MITIGATES RISK EXPOSURE
Financial Risk Consulting
Pressures from boards, volatile markets, intensifying competition, demanding regulatory requirements, and uncertainty regarding catastrophic events highlight the need for a defined risk strategy and framework.
These and other external forces are leading to increasing calls for management to design and implement effective risk management capabilities and response mechanisms to identify, assess and manage the organization’s key risk exposures, with the intent of mitigating them to an acceptable level.
Executive Coaching
Employee and leadership trust, shifting customer preferences, unspoken cultural norms and beliefs combined with social technology highlight the need for a defined risk strategy and framework.
These are the internal forces brought on by cultural norms and belief systems that are largely unspoken and can derail an organization’s favor and reputation overnight.
Transition Coaching
If you consider yourself in a major transition, the Executive Balance 4 Step Transition Coaching Method utilizes both contemporary and time-honored methods for innovative and rapid results.
With our culture in flux, major life transitions are becoming the norm rather than the exception. If you are old enough to remember dial telephones, you might feel “out of balance” because of the nonlinear unpredictability that can, if not dealt with effectively, wreck your sense of accomplishment and meaning.
Know that you’re not alone. I’ve been there, and I’ll be with you every step of the way to your new future.
“In partnering closely with Steve, he provided great leadership guidance and offered solid recommendations to assist in managing risk and growing our business successfully.”
Linda Sirgo, Former Truist EVP, Financial Services & Commercial Finance Risk Manager
"Steve is an exceptionally talented, critical thinker and problem solver. I always found Steve to be a trusted advisor and partner."
Hal Johnson, Former BB&T Treasurer
"Steve brings a high level of EQ to his leadership style. He is an incredibly effective in listening to all aspects of a problem and understanding the needs of the client."
Matt Delly, Director of Research, The Riverside Company
“Steve is very transparent and approachable which allowed him to develop great relationships within our team."
Linda Sirgo, Former Truist EVP, Financial Services & Commercial Finance Risk Manager
"Steve always brought a collegial approach, seeking to work as a team to analyze and solve tough problems and help our team and the company be better."
Hal Johnson, Former BB&T Treasurer
"Emphatic listening is Steve’s single strongest attribute. I believe this attribute has been core to Steve’s personal and professional success."
Matt Delly, Director of Research, The Riverside Company
"Steve's guidance and direction was instrumental in our decision making, problem resolution and skill development of our team.”
Linda Sirgo, Former Truist EVP, Financial Services & Commercial Finance Risk Manager
"Steve has a unique combination of deep technical competence combined with strong people skills which he uses to advance the goals of any project in a highly effective application of leadership."
Hal Johnson, Former BB&T Treasurer
Thanks, Steve! My new perspective and confidence has helped me put my problems behind me.
Sales Executive, Fortune 500 Tech Company
"Steve welcomes and embraces ideas and suggestions from all team members and empowers others in their ability to make a difference."
Matt Delly, Director of Research, The Riverside Company
"Steve is a highly regarded coach, sought out by younger associates to grow their skills and improve their effectiveness."
Hal Johnson, Former BB&T Treasurer
Financial Risk Consulting:
Offers insightful answers
Focuses on organizational performance
Offers independent & objective perspective
Provides quantitative analysis of problems
Advises leaders on business matters
Executive Coaching:
Asks empowering questions
Seeks purpose and potential
Tackles difficult issues at work and home
Focuses on individual behavioral change
Explores subjective experience
Transition Coaching:
Focuses on transition “lifequakes”
Seeks purpose and potential
Tackles difficult issues at work and home
Focuses on individual behavioral change
Explores subjective experience
The Executive Balance Difference:
Integrates consulting and coaching best practices
Balances values, purpose and profits
Fosters individual mastery in a business context
Models thought leadership in high-risk environments
Leads Executive teams through difficult communications
Helps executives balance their career, unique calling and legacy
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