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)



fidelity worldwide investments

fidelity worldwide investments

KUONI group



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



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


  • 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

  • Bruce Fritch Consulting Charlotte, NC

Media & Communications

  • Mood Media Fort Mill, SC

  • Red Rover Communications Charlotte, NC

International Travel

  • KUONI Group Zurich, Switzerland


  • 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


  • Benfield Insurance Group (Aon) London, England


  • KPIT Infosystems USA Iselin, NJ

  • Information Management Group St. Gallen, Switzerland

  • Decision Support International Charlotte, NC

  • Syntelli Solutions Charlotte, NC


  • Pietro Fittipaldi USA Charlotte, NC

  • Enzo Fittipaldi USA Charlotte, NC

  • Amna Al Qubaisi Abu Dhabi

  • William Cox III Raleigh, NC



  • 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

  • Charlotte, NC

  • The Bold Thing Charlotte, NC

  • Zebra Leadership Charlotte, NC

Children's Education

  • Education Technology for Development Lynchburgh, VA

  • Brisbane Preparatory Academy Charlotte, NC


  • 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

Retail - Department Stores

  • Belk Department Store 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


  • SPARK Publications Charlotte, NC

  • Freedom Speaker Charlotte, NC

  • Noble Luxury Wilkes-Barre, PA


  • Betsy Birkner Studio Charlotte, NC

Commerce & Entrepreneurship

  • Latin American Chamber of Commerce Charlotte, NC

  • Charlotte Regional Fund for Entrepreneurship Charlotte, NC

  • Incite Foundry Charlotte, NC

Real Estate

  • Greater Charlotte Apartment Association Charlotte, NC

  • Summit Properties International Charlotte, NC

Executive Recruiting

  • The Career Sage Charlotte, NC