Management Consultant

A leadership and organizational development professional with 26 years of experience, Jeff has broad experience as a practitioner in a variety of corporate settings, both domestically and internationally.  Through both consulting engagements and time spent in corporate roles, Jeff has experience in Talent Management, Executive Coaching, Leadership Development, Organizational Design, Change Management, Learning and Employee Development and Team Formation.

Jeff began his career in this discipline as a contract writer for The Forum Corporation in 1986.  In that capacity he created case studies, role plays, vignettes and other exercise materials for use in executive education and sales training.

Soon thereafter, Jeff founded a small consultancy in Boston (Performance Systems, Inc.) with a partner and began a successful eight-year stint as the principal and managing director of the enterprise.  Performance Systems specialized in learning and development for companies in the financial services, consumer goods and high tech industries.  Representative clients included Fidelity Investments, Moody’s Investor Services, Pepsi, General Mills and Apple Computer.

In his own consulting OD practitioner and leadership development practice for several years (1997-2001), Jeff focused on identifying and promulgating best practice within the Strategic Business Units of Pepsi International.  Jeff also was engaged at the time as a facilitator for JP Morgan’s leadership development curriculum.

In 2001, Jeff was recruited to join the investment banking division of Credit Suisse and asked to build a learning and development function for the front office of the equities division.  Over time, the other two divisions of the investment bank were added to his portfolio, and Jeff was then named head of learning and development for the investment bank.  In that capacity, Jeff oversaw the development of a professional skills and sales training curriculum, as well as putting in place a high potential program as well as an ‘Emerging Leader’ leadership development program.

In 2008, Jeff was asked to consult with the newly-appointed CEO of OptumHealth, a division of UnitedHealth Group.  There, Jeff engaged in senior level talent assessment, and helped in the formation of the division’s strategy and organizational design.  Then, as VP of Organizational Effectiveness, he went on to create a three-day leadership development program for the division’s high potentials, as well as aiding in the restructuring of the existing talent management process.  While on OptumHealth’s Senior Human Capital Team, Jeff created and facilitated a Leadership Institute aimed at the division’s top 900 leaders.

Jeff has a bachelor degree in history from The King’s College and is qualified to administer the Myers-Briggs Type Indicator, Acumen International’s Leadership Workstyles assessment, DiSC, and the entire suite of Korn-Ferry/Lominger Leadership Architect products.