Bank julius baer

Bank julius baer

 ubs wealth management (CH)

ubs wealth management (CH)

 credit suisse (CH)

credit suisse (CH)

 abn amro bank

abn amro bank

 hsbc private banking (CH)

hsbc private banking (CH)

 aberdeen asset management (CH)

aberdeen asset management (CH)

 ATKEARNEY (DACH)

ATKEARNEY (DACH)

 fidelity worldwide investments

fidelity worldwide investments

KUONI group

 MOOD MEDIA

MOOD MEDIA

 british embassy (madrid)

british embassy (madrid)

 kpit infosystems usa

kpit infosystems usa

 coca-cola bottling co.  

coca-cola bottling co.  

 new york knicks organization

new york knicks organization

 bausch & lomb

bausch & lomb

 MISSION FOODS

MISSION FOODS


Corporate Clients List

Private Banking

  • Bank Julius Baer    Zurich, Switzerland
  • UBS Wealth Management    Zurich, Switzerland
  • Credit Suisse    Zurich, Switzerland
  • ABN AMRO Private Banking    Switzerland - Netherlands
  • HSBC Private Bank    Geneva, Switzerland
  • Heritage Bank    Geneva, Switzerland

International Finance

  • Aberdeen Asset Management CH    Zurich, Switzerland
  • Fidelity Worldwide Investment    Zurich, Switzerland
  • Farallon Capital Management (Sr. Manager)    San Francisco, CA

Retail Banking (Senior Executives - Private Coaching)

  • BB&T   Winston Salem, NC
  • Bank of America    Charlotte, NC
  • Wells Fargo    Charlotte, NC

Diplomacy

  • The British Embassy in Spain    Barcelona, Spain

Leadership and Management Consulting

  • Manres AG    Zurich, Switzerland
  • ATKearney - DACH Division    Berlin, Germany
  • Joe Torrez Consulting    The Netherlands

Media & Communications

  • Mood Media    Fort Mill, SC
  • Red Rover Communications    Charlotte, NC

International Travel

  • KUONI Group  Zurich, Switzerland

Medicine

  • Bausch & Lomb    Rochester, NY
  • Cognos Healthcare Group    Charlotte, NC
  • United Sleep Medicine    Charlotte, NC
  • Physicians Choice Laboratory Services    Rock Hill, SC
  • Infinite Health, PLLC    Charlotte, NC
  • Vision Source, Studio 20/20    Charlotte, NC
  • Hospice Care of South Carolina    Spartanburg, SC

Accounting Services

  • Lavoie CPA    Charlotte, NC
  • TierOne Services    Charlotte, NC

Insurance

  • Benfield Insurance Group (Aon)    London, England

Technology

  • KPIT Infosystems USA    Iselin, NJ
  • Information Management Group    St. Gallen, Switzerland
  • Decision Support International    Charlotte, NC
  • Syntelli Solutions    Charlotte, NC

Motorsports

  • Pietro Fittipaldi USA   Charlotte, NC
  • Enzo Fittipaldi USA   Charlotte, NC
 
 

Construction

  • TeamCraft Roofing    Salisbury, NC

Energy & Environment

  • ALSTOM Power    Zurich, Switzerland
  • Calor Energy    Charlotte, NC

Executive Development

  • CTC - International Training Center    Bologna, Italy
  • Istituto Adriano Olivetti    Ancona, Italy
  • Escuchame.org    Charlotte, NC
  • The Bold Thing    Charlotte, NC

Children's Education

  • Education Technology for Development    Lynchburgh, VA
  • Brisbane Preparatory Academy    Charlotte, NC

Military

  • U.S. Air Force Academy    Colorado Springs, CO
  • Swiss Military Academy at ETH University    Zurich, Switzerland

Food & Beverage

  • Gruma/Mission Foods    Charlotte, NC
  • Coca-Cola Bottling Company    Charlotte, NC

Sports Marketing

  • The New York Knicks Organization    New York, NY
  • Professional Tennis Registry    Hilton Head, SC
  • The Haydan Charitable Trust    Southampton, England
  • Empowered Fitness    Charlotte, NC
  • Monster Vertical Power    Charlotte, NC
  • The QFit    Mooresville, NC

Sports Organizations and Teams

  • WNBA Washington Mystics Team    Washington, DC
  • ATP-Association of Tennis Professionals    Ponte Vedra, FL
  • Tennis Industry Association   Hilton Head, SC
  • Le Pleiadi Tennis Club    Torino, Italy
  • Olde Providence Racquet Club    Charlotte, NC
  • River Run Country Club    Davidson, NC
  • Queens College Women's Basketball    Charlotte, NC

Publishing

  • SPARK Publications    Charlotte, NC

Art

  • Betsy Birkner Studio    Charlotte, NC

Commerce & Entrepreneurship

  • Latin American Chamber of Commerce    Charlotte, NC
  • Charlotte Regional Fund for Entrepreneurship   Charlotte, NC

Real Estate

  • Greater Charlotte Apartment Association  Charlotte, NC
  • Summit Properties International  Charlotte, NC

Executive Recruiting

  • The Career Sage    Charlotte, NC