Helping Financial Executives Balance Purpose, Profits & People
The Executive Balance Advantage
Insightful, experienced consulting plus executive coaching to help high-performing financial leaders balance purpose, profits and people as they grow their businesses.
The Expectations are higher than ever.
In addition to knowing how to manage financial risk effectively, today’s risk leader must understand how to lead his or her organization with dignity and grace. Gone are the days when executive leaders “call the shots”.
When you can openly express mutual respect, humility and self-confidence across your organization, you’ll be prepared to ask empowering questions to enable your team to make strategic decisions based on authentic feedback and data.
This is critical to your success and the survival of your organization.
Executive Balance delivers aligned solutions in the areas of executive coaching and leadership, risk mitigation, and cultural integrity, which are all required to achieve your life and professional goals.
We help you balance your leadership style with business strategy, organizational structure, and culture to develop actionable tactics that will drive success on an ongoing, quantifiable basis.
Executive Coaching
Transition Coaching
Financial Risk Consulting
Steve was incredibly rational and logical. This was so important when I was going through illogical, irrational, and emotional situations. Having that calm voice of reason was truly helpful.
Rick S. - Chief Revenue Officer, Vast
“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 S — Financial Services & Commercial Finance Risk Manager
"Steve is a highly regarded coach, sought out by younger associates to grow their skills and improve their effectiveness."
H. Johnson, Former BB&T Treasurer
Steve’s personalized approach and unwavering support helped me navigate difficult situations, set clear goals and drive meaningful change in my role.
Lee Ortiz, Director, USAA
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
Steve was always available and willing to jump on a call to walk through challenges I was encountering.
Rick S. | Vast, Chief Revenue Officer
"Steve is an exceptionally talented, critical thinker and problem solver. I always found Steve to be a trusted advisor and partner."
H. Johnson | Former BB&T Executive
Steve possesses a unique combination of deep technical expertise and engaging interpersonal skills which allow him to deliver highly effective yet practical solutions for complex issues.
Nevin Sheppard
EVP, BU CRO for Truist Wealth and Commercial Community Bank
"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
"Working with Steve has given me invaluable insight into my strengths and areas for development.
Lee Ortiz, Director, USAA
“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
"Emphathetic listening is Steve’s single strongest attribute. I believe this attribute has been core to Steve’s personal and professional success."
Matt Delly, Principle at Blackstone
"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
"Steve welcomes and embraces ideas and suggestions from all team members and empowers others in their ability to make a difference."
Matt Delly, Principle at Blackstone
"Steve was very helpful. He was a great listener and took the time to get to know me. He was very candid with his feedback and provided tips on how to communicate more effectively...
CapitalOne Executive
Why Executive Balance?
Pressures from boards, volatile markets, intensifying competition, demanding regulatory requirements, changing workplace dynamics, shifting customer preferences, and uncertainty regarding catastrophic events highlight the need for risk leaders who see the big picture as well as the details.
In today’s shifting environment, risk leaders are increasingly asked to design and implement risk structures that meet today’s high standards for:
Governance and Culture – by providing insight and guidance into roles and responsibilities
Strategy & Objective-Setting – by providing guidance on internal and external planning and strategy.
Performance – by providing identification and assessment of risk, its impact, and ways to prioritize this risk
Review and Revision – by providing ongoing review and revision of key strategies and execution
Information, Communication, and Reporting – by sharing all information obtained from internal and external sources across the company
TRUSTED BY LEADERS OF BEST IN CLASS ORGANIZATIONS
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