PROFESSIONAL SUMMARY


JIM DEAN


Jim Dean is an Independent Affiliate and Certified ProLaureate i3 Executive Coach and Facilitator.  He holds an MBA from Baldwin Wallace College, CTP certification and over 25 years of sales, management, coaching and speaking experience in the financial services industry. 


Jim’s background encompasses expertise in consultative-based selling, client relations, conference planning and training, leadership and interpersonal skills development, communications and transition coaching, and public speaking


HIS EXPERIENCE AND EXPERTISE INCLUDES:

  • Team Lead, Regional Manager and National Segment Manager in Treasury Management for over ten years
  • Chosen by the Chairman of National City Corporation as a facilitator for the Futurevest culture building program
  • Chairman of the Northeast Ohio Treasury Management Association Idea Exchange Committee •  Consultant and advisor to National City Bank, Key Bank, Fiserv, Wausau Financial Systems and Fifth Third Bank.


Jim is a well-known and sought after speaker for his depth of knowledge in the financial services industry, but also for his genuine and authentic style and connection with people and teams. 


His deep understanding of the importance of developing the best of ourselves through life’s challenges and triumphs is compelling, dynamic and motivating.  His gentle, yet strong and often humorous presentation style captures audience attention and delivers immediately actionable ideas every time.


Some of Jim’s audiences include; Idea Exchange Conference; National Association for Financial Professionals; Lee Hecht Harrison; Ratliffe and Taylor; and Baldwin Wallace College to name a few.

Jim Dean, Executive Coach and Facilitator

AREAS OF EXPERTISE

  • Leadership/Personal/ Professional Development
  • Group Facilitation, Training & One-onOne Coaching
  • Communications & Transition Coaching
  • Keynotes & Workshops

INDUSTRY EXPERIENCE

  • Financial Services
  • Career Transition
  • Relationship & Culture Building
  • (Among Others)

CERTIFICATIONS & EDUCATION

  • MBA, Baldwin Wallace College, Cleveland, OH
  • BS in Business Administration, John Carroll University, Cleveland, OH
  • Certified Treasury Manager, Association For Financial Professionals
  • Business of Banking School Certificate of Completion, American Banking Association

ASSESSMENTS:

  • Strengths Finder
  • LPI 360
  • DISC Index
  • Values Index
  • Attribute Index
  • DIALOG-Organizational Analysis
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