David Harper is Managing Principal of The Advisory Alliance. He established The Advisory Alliance after spending more than 15 years consulting to the Fortune 50, 100 and 500, as well as leading and growing entrepreneurial organizations.
A skilled business executive with a proven record in both domestic and international markets, he has extensive consulting and leadership experience, with expertise in business and operations management, as well as leadership development and organizational change.
David has personally worked with clients on a variety of issues, including:
Design and delivery of the flagship 4-day Leadership Development program for all District Managers of a #1 category U.S. national retailer (1,100+ stores; 22,000 employees) to foster better strategic thinking, improved customer service and experience, and increased in-store sales
Turnaround change management for 26,000 employees of a Fortune 500 US financial services corporation, developing a customer-focused culture in a climate that had undergone extensive rationalization
Research, analysis, and development of the essential leadership criteria for the selection of the CEO & President of a leading regional economic development authority
Leading the creation of the first Executive Leadership Development program for 3,000 senior leadersof a Fortune 50 global investment bank, bringing together select high potential executives to engage and develop them as the firm’s leaders of the 21st century
Research and analysis of the key factors of loyalty-driven sales to support a Fortune 100 global food and beverage firm’s bid to secure a 10-year supply contract with a leading quick service franchise (16,000+ outlets nationwide)
The creation of a learning architecture to support the common knowledge, language, and skill set for 400+ Customer Management Professionals of 3 recently merged sales organizations of the US division of a global consumer products corporation
Research, analysis, contributing author, and speaker for The Conference Board report and webcast presentation on the changing role of today’s Chief Operations Officer
Prior to establishing The Advisory Alliance, David served as Senior Vice President with Partners International, a privately held management consulting firm in Manhattan, serving the Fortune 500. Before being recruited to Partners, he led teams of consultants and independent specialists for multi-stream consulting engagements with The Forum Corporation, a global leader in leadership and management development serving the Fortune 500.
Born in Montreal, Canada, David spent the first part of his career in private business, as COO for an international wholesaling and distribution corporation, serving a diversified international client base, including retailers such as Wal-Mart.
David has presented to various organizations including the American Association of Airport Executives, The Florida Retail Federation, ADP, and others. He has been featured in Entrepreneur Magazine, SuccessFactors’ Factors of Success, The South Magazine, and CBS TV affiliate WTOC. He is also contributing author to The Conference Board’s in-depth research report, The Changing Role of the COO, and authors The Advisory Alliance’s monthly 60-Second Read™.
David is an SPHR™ certified member of the Society for Human Resource Management, a certified consultant and facilitator from the Positive Deviance Initiative of Tufts University, a certified facilitator and administrator of the Hogan Personality Inventory (HPI), the Hogan Development Survey (HDS), and the Hogan Motives, Values, Preferences Inventory (MVPI); the Myers-Briggs Type Indicator (MBTI
®), the Student Leadership Challenge, and the Student Leadership Practices Inventory. He is also a master global certification consultant for the Leadership Versatility Index ®.
He is a Beta Gamma Sigma Medal recipient and graduate from Columbia University Graduate School of Business (MBA, Finance and Management), and holds a Bachelors of Business Administration as well as a BA in Psychology from Concordia University, Montreal, Canada.
Michael Feiner, Executive Consultant with The Advisory Alliance, brings over 30 years of experience as a leadership and talent management expert. The former Chief People Officer of Pepsi-Cola Company, he is internationally recognized for his intellectual integrity, broad-gauge leadership skills and expertise on people and organizational issues. His principal focus is working with and advising CEOs on how to build the talent of their organizations and upgrade the quality of their companies’ leadership.
Michael was also Professor of Management at Columbia Graduate School of Business where the course he created, High Performance Leadership, was consistently ranked by students as one of the school’s best courses. He was also winner of the Singhvi Prize, awarded to the business school’s “Best Teacher” by the graduating class. He is considered by students in both Columbia’s M.B.A. and Executive Programs, as well as by audiences at conferences, to be a passionate and engaging speaker.
From 1975 to 1995, he worked for Pepsi-Cola Company. In 1989 he was named Senior Vice President & Chief People Officer for Pepsi’s beverage operations worldwide. Beyond building and leading an organization of 400 human resource professionals that gained a reputation as one of the most distinctive, innovative and prestigious in the world, he devoted much of his time to growing and developing high-potential leaders. At a time when Pepsi’s operations comprised 70,000 employees in 150 countries, he advised, coached and counseled executives on how to enhance their leadership effectiveness. He is credited with upgrading Pepsi’s performance standards and organizational excellence and is acknowledged as one of the key architects of Pepsi’s distinctive culture, known for its openness, results orientation and assertive, “David vs. Goliath” style.
In 1993, he went on to become Chief People Officer for PepsiCo Europe. Based in London, he was responsible for building the management and organizational capability of all of PepsiCo’s businesses across continental Europe.
Prior to PepsiCo, from 1966 to 1975, he was an executive at Trans World Airlines, becoming one of the youngest vice presidents in TWA history. As Vice President of Employee Relations & Training, he was responsible for all management and flight attendant training.
Michael Feiner holds a B.S. degree from Boston University and an M.B.A. from Columbia Business School. He is the author of “The Feiner Points of Leadership: The 50 Basic Laws That Will Make People Want to Perform Better for You”, published by Warner Books.
Karen Brethower, Ph.D., Executive Consultant with The Advisory Alliance, has over 25 years of experience as a business-focused executive leadership consultant, with extensive experience in executive assessment, succession planning, talent management and C-suite executive coaching. She has been a consultant to executives, teams, and organizations making change in the face of industry restructuring, de-mutualization, divestiture, deregulation, and merger & acquisition.
Karen assists companies in clarifying their strategic options and projecting the talent needed to deliver against those options. Karen partners with executives in a variety of ways. Conducting Executive Assessments (Board-initiated and other) Designing and preparing Board presentations on Executive Talent Revitalizing and designing Executive Succession Planning Creating Talent Review/Management processes Analyzing strategic plans and deriving key talent issues.
Karen has facilitated successful organization changes in a variety of settings. Her organization effectiveness work has included:
Conducting Board-initiated Executive Assessment of the internal CEO successor in recently merged company. Subsequently assessed top three layers of executives.
Upgrading the Country Manager success rate via changes to candidate assessment, selection and placement for a global Fortune 500 company with predominantly domestic senior management.
Created a post-divestiture process for Headquarters and Field units. Re-established “at risk” sales levels and customer service quality.
Karen has extensive experience in the manufacturing, marketing, pharmaceutical, finance, telecommunications, defense, energy and research industries.
She has held national offices in the American Society for Training and Development in the areas of research, evaluation, organization development and national issues. She has also been a member of the Training Research Forum, National Society for Performance and Instruction, Organization Development Network, Conference Board Development Council, Environmental Scanning Association and Human Resource Planning Society.
Karen holds a Ph.D. in Behavioral Sciences from the University of Michigan. She also attended The University of Mexico and taught an executive development program in Mexico in Spanish. She has taught in numerous executive development programs and has been a keynote speaker in the U.S., Latin America and the Pacific Rim.
3Darren Overfield, Executive Consultant with The Advisory Alliance, draws on a background in both business and psychology to help executives from a wide variety of industries enhance their leadership, change management, and decision making capabilities. He has worked with executives in North America, South America, Europe, and Asia, boosting the effectiveness of these leaders, their teams, and their organizations.
In a corporate career, Darren worked as a Six Sigma Black Belt, and held management positions at General Electric (GE) and Genworth Financial. He has experience in marketing, global training, systems design, and project management. Complementing his business background, Darren has experience conducting psychological assessments and providing individual psychotherapy.
His recent executive leadership engagements include working with a:
CEO and his newly re-organized leadership team in a large US retail home furnishings company. The primary objective was to optimize team effectiveness by building trust, addressing conflict, and creating a culture of talent development.
SVP, Product Management in a Fortune 500 financial services firm. The work focused on broadening his leadership influence and executive presence and increasing visibility with the CEO and senior management committee members.
Business Unit President within a Fortune 500 global industrial machinery and manufacturing organization. The engagement addressed dealing with heightened stress and complexity in productive ways as well as developing an inclusive decision making style.
Darren blends hands-on management experience tackling tough business problems with a practical way of applying psychology to the workplace. He brings a collaborative style and a pragmatic approach to working with executives — making changes that matter to their effectiveness as leaders.
Darren holds a master’s degree in clinical psychology from the University of Virginia and a master’s degree in business management from North Carolina State University. He is an avid distance runner, having completed two marathons and competed in a 200-mile relay race from Mount Hood to Seaside, Oregon. Darren is also an adjunct staff member at the Center for Creative Leadership (CCL).
Elaine Brown, Executive Consultant with The Advisory Alliance, draws on her corporate background in business and communications to help executives and their teams accelerate growth, make inclusive leadership a competitive edge, and develop and retain emerging talent.
Elaine brings an accomplished record of executive leadership across multiple industries, Fortune 500 companies, not-for-profit, public sectors and academia, including: Exxon Mobil, ESPN, Johnson & Johnson, Time Warner, Warner Bros, Ogilvy & Mather, Boys & Girls Club of Greater Washington, DC, and National Organization for Women, Minority Council, among others.
Recent engagements include working with:
Time Warner, with the Chief Diversity Officer and SVP Corporate Social Responsibility to inspire women leaders, and develop and motivate high potentials.
ESPN, with the head of HR, to facilitate learning and development strategies across departments, and work with affinity groups to increase leadership capability.
Johnson & Johnson, with the VP of Supply Chain to provide coaching to a select group of high potentials to enhance their leadership skills.
Exxon Mobil, with the CEO and senior executives, to boost team effectiveness and productivity, and assist in career management.
As Vice President at HBO, Elaine launched, branded and created original content for 5 distinctive digital channels that targeted specific demographics, enhancing HBO’s value proposition and increasing subscription-based revenue. Having built what became the Special Markets Unit, Elaine oversaw a multi-million dollar budget, and added HBO Latino and Cinemax to her leadership. With a record of firsts and breakthroughs in launches, campaigns, productions and promotions for niche markets, e.g., women, family, urban, millennial, Latino, African American and GLBT, she partnered with senior executives, department presidents, and CEOs to deliver results, including a content collaboration with the President of Syndication that led to multi-million licensing deals with cable networks for
Sex and the City, The Sopranos, The Wire and Entourage. She has won over 40 industry awards, including 2 Emmys, one as executive producer for the Aids: Get Tested public service announcement, a partnership with the Kaiser Family Foundation and The National Basketball Association.
Author of three books, including the Amazon best-seller
The Little Black Book of Success: Laws of Leadership for Black Women (in the 7 th printing), she is sought-after as a keynote speaker and has been featured at the 2010 Congressional Black Caucus, on WNBC-TV, Fox-TV, Tavis Smiley, National Public Radio and WBAI radio shows, USA Today, NY Daily News, Amsterdam News, and Essence.
A graduate of Wheaton College, Elaine has also completed advanced leadership, executive management and marketing programs at Harvard Business School, Simmons School of Management, NYU, UCLA’s Anderson School of Management, and Rutgers University.
Jane Sommers-Kelly, Executive Consultant with The Advisory Alliance, has advised Fortune 100 corporate leaders globally on talent issues for over 17 years. Her extensive experience analyzing drivers of profitability in business operations underpins her ability to provide effective, seasoned counsel.
From her years as a Wall Street finance professional with JPMorgan, Jane understands the reality of business. Having won the mandate to issue the first-ever Slovak crown bond, and co-creating in 2001 the first mobile-enabled learning course, Jane knows the challenges of executing a first-to-market strategy. Having grown revenue in INSEAD’s Euro 30MM Custom business by 10% per year for three years running, Jane knows the myriad leadership skills that are necessary to run a business within a worldwide organization with diverse stakeholders.
Jane won and retained $3 MM/year of client business at Duke, with one client CEO’s noting he chose Duke because Jane’s “leadership, guidance and insight… would be there to personally shepherd us through.” Jane’s clients value her positive pragmatism and best-practice advice, so much so that her clients helped Duke CE win Financial Times’ #1 global ranking among all custom providers for 7 of her 9 years at the firm.
Jane succeeds in having her executive coaching clients address underlying issues at the intersection of their business and leadership challenges. Examples include:
Country General Managers new to their role and country: Managing large operations and budgets in excess of $100MM, the GMs worked with Jane to develop their strategic acumen to advance the existing top teams’ knowledge, while co-leading successful change management initiatives in their respective S. American and N. African countries.
High Potential global Head of Product for a software security firm: Business challenges included the integration of five newly acquired portfolio companies and their leadership into the Head’s decision making practices. Outcomes included “a much more productive way of communicating with them…which allowed me to focus on our 5-yr strategy.” The Head became an Executive Board Member as well.
With half her life spent outside the USA (France, Czech Republic), Jane has developed a global perspective on leadership, which benefits her clients. Jane is an INSEAD MBA graduate, and holds a summa-cum laude BA from UNC-Chapel Hill, where she was a Morehead Scholar.
William Walton, Executive Consultant with The Advisory Alliance, brings over 17 years of experience as sales trainer and sales strategy expert to his clients. He has worked extensively in the Manufacturing, Financial Services, Pharmaceutical, Healthcare, Consumer Packaged Goods, and Management Consulting industries. William has particular coaching and training expertise in Sales Effectiveness, Market Communications and Management Development.
Prior to founding his own practice, William was a Senior Vice President with Manchester Inc., a leader in Executive Coaching. At Manchester, he specialized in coaching senior-level executives to effectively assimilate into new organizations and assess the future leadership capability of their teams. Previously, he worked for the Forum Corporation, a leading sales training and consulting organization serving Fortune 500 companies. While with Forum, he specialized in such content areas as Strategic Prospecting, Global Relationship Management, and Client Retention.
William’s background also includes 10 years in the Consumer Products industry as a sales manager, market analyst and training specialist. As the Sales Promotion Manager for Tambrands, he trained the domestic and international sales forces of the world’s leading feminine hygiene brand. He also enjoyed several years at Nestle Foods where he was recognized for developing and leading high performing teams. As a Senior Corporate Account Manager, William also penetrated new verticals for AC Nielsen, a leader in syndicated market research and software.
William is a featured guest on CNNfn and is an adjunct professor at the New York University School of Continuing Education. He is a featured contributor to Human Resource Executive Magazine and an active member in The American Society for Training and Development, the Worldwide Association of Business Coaches, and Sales and Marketing Executives International. William also sits on the board of Sell-Masters, a sales performance acceleration forum designed for helping people who sell to achieve outstanding results.
William graduated magna cum laude from Connecticut State University with a degree in Business Administration and received a Masters in Human Resource Education from Fordham University.
Christine Fahnestock, Executive Consultant with The Advisory Alliance, has more than 25 years of corporate experience in senior-level succession planning, leadership development, and assessment. Major areas of focus include succession planning, high potential identification, coaching, executive development, and leadership assessment and selection systems. She has managed the succession planning activities for several Fortune 500 CEO’s, including CEO transitions.
Chris has consulted in a range of industries including pharmaceuticals, insurance/finance, aerospace and defense, telecommunications, utilities, and manufacturing. She has written several articles for industry publications on talent assessment and succession planning. Chris has facilitated talent identification, development, succession and selection processes in a wide variety of situations.
For one of Fortune’s listed top 10 fastest growing companies, re-designed the existing talent review process, and trained leaders to implement the new process Designed Board-Initiated CEO and executive assessments for selection and development of senior leaders in the merged and acquired companies. Managed a team of coaches for the development of selected leaders
Revised global telecommunication company’s long-standing talent review and succession planning processes
Developed and implemented succession planning for sudden replacement of 30% of Executive Leadership Team due to sensitive regulatory issues
For a global fortune 50 company, managed a team of 14 executive assessors, the majority with international experience. Assessed senior executives using a full range of testing, interviews, personality measures, and simulation methods. Included management of a team in Asia, assessing Country Managers from a number of countries
For a global biotechnology company, designed and led project to assess high potential top sales executives for leadership roles
For the new President of a mid-sized aerospace subcontractor, built a complete talent management system, including: nomination process for high potential talent, structured talent discussions, leadership assessment, development planning and tracking, mentoring, selection and executive training)
Customized development plans for high potential managers in global pharmaceutical firm
Chris holds a Masters Degree in Organizational Behavior and has presented at national and international conferences. She served for ten years on the assessment and feedback staff for The Center for Creative Leadership. She has presented at and led workshops focused on succession planning, selection, and development of leaders for the International Assessment Center Conference, the Society for Human Resources Management, and Linkage Inc. conferences.
Michele Bolden, Executive Consultant with The Advisory Alliance, has more than 30 years of experience in management, HR and education. She has worked with companies such as as Roche Carolina, Pfizer, Fleet Financial Group, New England Mutual Life Insurance Company and INROADS on a variety of performance and process improvement, M&A integration and cost savings initiatives. Most recently, Michele was the Human Resources Site Leader at Roche Carolina, Inc. supporting a large- scale change and leadership development initiative for Roche’s only large molecule manufacturing plant in the United States. Prior to that she was the Vice President of HR for Corporate Groups at Pfizer, working with
C-suite executives and their teams on Organization Design, Organization Effectiveness, Change Management, and Talent & Succession Planning. She also held global senior HR positions at Pfizer’s Global Research and Development division where she was Vice President of HR for the Global Development organization and also led the HR team responsible for delivering services to finance, informatics, facilities and HR.
Michele has worked with internal clients on the following projects:
Led the HR team, supporting the culture change, leadership and organization effectiveness initiatives to bring a manufacturing site on-line for full production
Co-Led the global transformation of the HR function for Pfizer, resulting in cost savings of 50% over three years
Led key M&A integrations teams, including the “day-one” readiness of all Wyeth employees transitioning into the Pfizer organization and establishing knowledge transfer procedures for employees in transition.
Managed the recruitment for key positions in corporate groups and direct reports to the CEO
Served as the project manager for diversity education, contributing to the design and development of learning modules and personally trained 1000 colleagues in one year
Co-designed and led a year-long HR Development Program for Fleet Bank
Michele held several positions at Fleet, including Vice President and Sr. Training Business Partner, responsible for all training and Organization Effectiveness programs for the CFO and the Finance organization, as well as Corporate Diversity Director where she was responsible for setting the Diversity strategy and diversity training for Fleet Financial Group following the merger of Fleet and Bank of Boston.
Michele also served as the Managing Director at INROADS, a national not-for-profit dedicated to development and placement of talented minority youth in business and industry, preparing them for corporate and community leadership. In that position, Michele led business operations in the Central New England affiliate, and co-chaired the national training committee, developing and facilitating training sessions for the professional staff.
Michele received her Master’s in Human Resources Management from Rutgers University, a Master in Education from Antioch College, and her BS in Education from Boston University. Michele is also a Fellow of the Life Management Institute, with a specialization in Administrative Management. Michele has participated in numerous professional development programs and was invited to participate in the first Advanced Management programs at New England Mutual Life
Insurance and Pfizer.
Peter Hazelrigg, Executive Consultant with The Advisory Alliance, is an experienced executive coach and team development consultant in the corporate, non-profit, and health care sectors. Peter has worked with numerous executives to increase their leadership capacity and influence through interpersonal knowledge and awareness of organizational systems.
Peter’s professional background is extensive and varied. He has served as the executive director of a non-profit organization, experiential educator, ordained pastor, an entrepreneur, and executive coach. He enjoys the variety and stimulation of multiple professional roles and the perspective that each offers. Peter has partnered with organizations to add value to their existing professional training programs through assessment and coaching that increases organizational impact.
Recent executive coaching engagements include working with:
The CFO of a US regional medical center. Focus: staff development and management during merger and acquisition process, as well as addressing performance related issues in direct reports.
The SVP of marketing for a US-based Fortune 500 technology systems company. Focus: refining position clarity and creating cross-departmental interactions to respond to organizational restructuring.
The General Manager (recently promoted) of a US digital media agency. Focus: development of new regional office, and staff retention through better coaching, supervision, and development of direct reports.
Peter believes that knowledge of self is critical for strong leadership. His assessment for development approach offers leaders awareness of their personality tendencies, interpersonal needs, and feedback from co-workers to better understand where development is needed. He focuses on a process that challenges old assumptions, sets measurable goals, and facilitates a culture of constructive feedback.
Peter received his Bachelor’s degree in Communications from the University of Denver, a Master of Science in Counseling from The University of North Carolina at Greensboro, and a Master of Divinity from Princeton Theological Seminary. Peter is Board Certified Coach (BCC) and an adjunct staff member at the Center for Creative Leadership (CCL).
Suzanne Kirk, Executive Consultant with The Advisory Alliance, brings over 15 years experience in Human Resources and Organizational Development strategies.
Suzanne has worked with clients such as American Express, Ann Taylor, AOL, AT&T, and Delta on a variety of performance improvement and other strategic initiatives. She has managed the design, development, facilitation, knowledge transfer, and measurement processes of traditional and nontraditional learning solutions across client businesses and audiences.
Notable projects include:
Design and implementation of a strategic performance shift for American Express Membership Rewards customer service agents by incorporating cross-marketing into their service bundle.
Management of the people component in launching the Ann Taylor online store, including hiring, training and performance management processes and documentation that embraced the brand strategy.
Assessment of hiring and development strategies for AOL inbound call center agents and implementation of retention optimization strategies.
Design of a six-week new hire training program for American Express Membership Rewards customer service agents, including train-the-trainer sessions for local leadership staff.
As Associate Director of Global Learning and Development for Digitas, a Boston-based marketing and technology professional services firm, Suzanne was responsible for the learning and development strategies for a global workforce of over 1200 employees. She drove the implementation of an organization-wide competency model and redesigned the performance management process in support of the initiative.
As Director of HR Services at Memorial University Medical Center, Suzanne led the OD, HR Business Consultant, and Recruiting teams with a customer-centric approach to healthcare HR.
Earlier in her career, Suzanne was an internal Performance Improvement Consultant with Atlanta Gas Light Company during the deregulation of Georgia’s natural gas industry, and in retail she served as New Store Training Coordinator with Wal-Mart Stores, Inc., where she was responsible for hiring and training employees to staff the largest stores in the Southeast.
Suzanne received her Master of Science in Human Resources Management and Development summa cum laude from National Louis University, and her BBA in Business Management from Georgia State University. Suzanne is SPHR certified by the Human Resources Certification Institute, and is a qualified administrator of the Myers Briggs Type Indicator. She brings her passion and expertise to the classroom as an adjunct faculty member at Savannah State University and St. Leo University.
Allison Brenner, Executive Consultant with The Advisory Alliance, has over 14 years experience consulting to both the public and private sectors, providing expertise in selection, competency modeling, executive coaching, organizational development, training, and assessment centers.
Allison has worked with numerous organizations to evaluate, identify and develop best-in-class talent at all levels. Across her testing design experience, she has developed a variety of custom tailored solutions, including: structured interviews, in-baskets, group exercises, and simulation exercises. Additional expertise includes developing competency models; designing and delivering employee and organizational surveys and assessments; as well as designing and facilitating structured focus groups and interviews.
Allison’s clients include the U.S. Department of Commerce, the Drug Enforcement Administration, U.S. Department of Labor, U.S. Department of Agriculture, Federal Bureau of Investigations, U.S. Coast Guard, Federal Aviation Administration, Internal Revenue Service, Social Security Administration, city and county police and fire departments, and corporations in private industry.
Her client work includes:
Six successive years designing, developing, validating, training, and administrating selection assessment centers for the U.S. & Foreign Commercial Service involving 80 to 200 candidates.
Developing, validating, training, and administrating promotional assessment centers for the Drug Enforcement Administration for up to 270 candidates at the GS-14 and GS-15 levels.
Designing and conducting Behavioral Event Interviews for a Competency Modeling project for the GS-11 Customer Service Representative position within the Social Security Administration (2,100 employees). She also designed and led the delivery of the ensuing training program to develop current employees into exceptional quality CSRs.
Conducting focus groups, interviews, surveys and analysis for an Organizational Assessment for the Office of Operations within the USDA, which resulted in recommendations for flattening a hierarchical structure, improving operational effectiveness and increasing morale.
Executive Coaching for principals and employees of private-sector organizations.
Prior to her work in Coaching and I/O Psychology consulting, Allison studied behavior as a psychotherapist, conducting assessment and treatment in both inpatient and outpatient settings. She was a Program Coordinator and therapist for two Los Angeles Counseling Centers, a consultant to the Van Nuys Police Department, and the guest expert for a Los Angeles radio program. Allison served as membership committee co-chair in the Personnel Testing Council of the Metropolitan Washington, DC area and is a certified executive coach with ICF and CTI.
She earned a Bachelor of Arts degree in Psychology from S.U.N.Y. Stony Brook, a Master of Arts degree in Clinical Psychology from Antioch University, and has completed several doctoral-level courses in Industrial/Organizational Psychology at United States International University.
Ted Ryan, Ph.D., Executive Consultant with The Advisory Alliance, has more than 30 years experience as an organizational consultant and executive coach in leadership development and organizational effectiveness. With leadership as his core passion and underlying focus, Ted focuses on both personal and organizational transformation, through in-depth coaching, enhancing talent acquisition and management processes (such as selection and performance evaluation), organizational analyses and change initiatives, as well as leadership workshops.
Ted has been privileged to work with a diverse array of leading organizations, such as Accenture, American Museum of Natural History, Banc of America Securities, Bank of America, Bankers Trust, Central Park Conservancy, Deutsche Bank, Dun & Bradstreet, Federal Reserve Bank NY, General Electric, Getty Oil, JP Morgan Chase, Lehman Brothers, McGraw Hill, Merrill Lynch, MasterCard International, Morgan Stanley, The New York Times, PepsiCo, Standard & Poor’s, Swiss Bank, The U.S. State Department, Tiger Management, Warner Lambert and Young & Rubicam.
Ted has led the creation and implementation of a wide array of organizational improvement initiatives, including:
Designing, developing and implementing the hiring process for global financial services and consulting firms. Ted was the primary trainer and process leader for selecting superior talent at these firms for many years.
Helping lead the merger of two major financial services firms, focusing on the positive integration of their respective personnel, cultures, communications and human resources processes.
Creating and implementing 360 performance evaluation programs at three Fortune 100 financial services firms.
Helping lead the integration of the corporate and investment banking platforms at two leading European and North American-based financial firms.
Helping develop a “best in class” employee communication capability at a Fortune 50 financial services firm and helping embed this firm’s vision and values into its management practices.
Ted earned a Ph.D. in Counseling/Organizational Psychology from Columbia University, did graduate work in the humanities at Princeton University, and has a master’s degree from Princeton Theological Seminary. He is currently the Consulting Professor of Ethics in Management, Fuqua School of Business and the Pratt School of Engineering at Duke University; and a Consultant and Educator for Duke Corporate Education.
David Sullivan, Executive Consultant with The Advisory Alliance, has more than 20 years of corporate experience as coach and advisor to senior management and human resources executives on bridging the leadership gap in their organizations. He specializes in the design and delivery of leadership, management, and supervisory development processes across multiple industries, including insurance, oil & gas, chemicals, telecommunications, and manufacturing. His work has been utilized by Boral Industries, ALICO, Preferred Networks, and organizations now part of AkzoNobel and NiSource.
David’s approach is specifically linked to the strategic and tactical objectives of an organization and the future competency development needs of an individual or functional team. His work in these areas has been recognized for excellence by major corporations, business associations, the Center for Creative Leadership, government agencies, and institutions of higher learning. The learning and individual development programs he has designed have proven especially valuable in succession, career planning, and productivity improvement initiatives.
David’s work has included the design and delivery of:
A low cost/high impact leadership development and talent management process, which included leading executive and high potentials teams in 360 degree feedback; personality type and job competency assessments; debate forums; and annual preparation and tracking of individual and functional development plans, linking to corporate strategies and values, job skills, and career planning.
Training programs in more than 25 skill areas aligned with company growth strategies and performance objectives.
Special e-learning programs on corporate values, compliance, code of conduct, and diversity & inclusion.
Processes to attract and retain high-potential MBAs and scientists, which included an innovative recruiting and career planning processes, delivery of on-campus presentations, and a new corporate on-boarding process.
An expert witness training program (assessment and skill enhancement) to help prepare energy company executives and engineers to give effective and fact-based testimony in federal and state courts, before regulatory/public utility commissions, and administrative law proceedings.
David has delivered numerous presentations on organizational and leadership development, witness training, and other human resources topics before corporate, government, and professional societies, and has presented at The Conference Board and Lominger conferences. David has been awarded first place finishes three times in the First State Communications Awards Program, and has appeared in Pension World magazine. He attended Boston College and the University of Delaware and has a B.A. in Economics.