Sales, service, and ops are out of sync hurting both client experience and internal trust.

Strong talent isn’t ready (or willing) to step into leadership roles, creating a vacuum at the top.

Change initiatives stall when teams are burned out, disconnected from leadership.

I've known and worked with Rene for over a decade, and she’s consistently impressed me as a transformational leader—insightful, inspiring, and genuinely committed to helping others reach their full potential. As a coach and confidant, she’s someone I’ve trusted completely and learned a great deal from.

Head of EMEA Client Services - JP Morgan Asset Management

Rene brings a rare energy to cultural transformation and career development. She has a sharp focus on the needs of the business and how to build and lead strategic, large-scale improvements. At the same time, her ability to engage, empower and develop teams during these critical times of change ensures it’s baked into the culture and owned by the organization. Rene’s insights and results, combined with her passion, consistently spark change where it matters most—in people, in culture and in results.

Former Head of North America Institutional, Subadvisory & Insurance Client Service Lead at JP Morgan Asset Management

I worked closely with Rene for 10 years at JPM and she was a true leader. She helped pave the way to bring career growth opportunities by bringing in Junior talent and helping to create the right training and helped create a Sr role for pro active service for junior talent to be promoted and have a career progression. Rene was also instrumental in rolling out the first client service platform portal for Institutional clients and helped internal partners with the build out and market the benefits. She also helped transform the portal to align with client needs by driving adoption in a large firm.

Client Service Segment Lead - JP Morgan Asset Management