Kaleen A. Barbera
Chicago,IL
Summary
Senior consultant, coach, and trainer accomplished at driving alignment, accelerating results, and sustaining growth for leaders, teams, and professionals through data-driven, superior solutions. Expertise in building and enhancing judgment, communication, and team productivity to optimize the qualitative strength of human capital that drives short and long-term enterprise success.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Managing Partner
J.A.M. Consulting Group
Chicago, Illinois
11.2013 - Current
- Elevate competitive positioning for mid- and large firms, including 5 leading global asset managers, to identify, customize, and implement tailored, research-driven training and coaching strategies.
- Valued partner with expertise in communication, sales process and effectiveness, critical thinking, and executive behavior.
- Author of learning content combining data, behavioral-science, and industry best practices into approachable frameworks and relevant tools for immediate application, enhancing client outcomes and enterprise growth.
- Designated coach for leading global advisory firms, guiding teams to align, establish protocols, and excel in service and business development.
- Engaging keynote speaker, delivering compelling presentations both live and virtually.
- Certified and published business coach, remarkably proficient in assisting clients with self-discovery and commitment to action.
- Earned 98% client satisfaction through implementing effective coaching strategies and proven curricula.
- Amplified clients' win ratios and reputations by 60% through skilled guidance on conducting exceptional high-stakes boardroom meetings.
- Respected coach empowering leaders to refine decision-making, instill accountability, and optimize team performance.
- Build and manage creative processes by establishing partnerships with key stakeholders, mitigating obstacles, and setting meaningful goals.
Vice President and Senior Private Banker
BMO Private Bank
Naperville, IL
10.2011 - 10.2013
- Managed primary banking relationships with high net worth individuals and privately-held businesses.
- Represented private banking strategically within a professional team to fulfill clients' financial goals.
- Grew multi-million dollar credit portfolio, adding over $6 million in loans within five months.
- Achieved 100% client retention through impeccable service and swift issue resolution.
- Leveraged teamwork to identify banking opportunities across all business lines, enhancing client engagement.
- Reduced high-risk credits by analyzing requests for profitable portfolio management.
- Prevented $250k revenue loss through strategic relationship enhancement after in-depth due diligence.
- Developed value-added strategies to foster collaboration and trust internally and externally.
Managing Director
The PrivateBank and Trust Company
St. Charles, IL
08.2001 - 10.2011
- Grew client deposit portfolio from $25 million to $400 million within 7 years.
- Built municipal client portfolio exceeding $250 million through strategic and tactical outreach.
- Cultivated and sustained relationships with affluent families, business owners, and executives by addressing and meeting diverse deposit, credit, trust, and investment needs.
- Launched four new products, including two innovative small business platforms.
- Partnered with finance, credit, trust, and treasury management colleagues to optimize efficiency and improve profitability.
- Enhanced client experience and brand loyalty through exceptional service and engaging events.
- Optimized service, sales, and team performance by leading client-facing personnel effectively.
- Differentiated banking product delivery with personalized service and tailored solutions.
Senior Associate
J.A.M. Consulting Group
Geneva, IL
10.1998 - 08.2001
- Effective facilitator in workshops and training sessions for banking, asset management, and insurance professionals.
- Analyzed client needs to recommend effective training and content updates.
- Managed client relationships to ensure satisfaction and ongoing support.
- Collaborated with cross-functional teams to enhance service delivery processes.
- Developed and streamlined learning materials to facilitate comprehension and immediate application.
Education
B.S.-CSOM Honors Program - Marketing
Boston College
Chestnut Hill, MA05-1993
Skills
- Coaching: all levels
- Leadership growth and development
- Sales strategy planning and execution
- Communication effectiveness training
- Customized curriculum design and delivery
- Boardroom meeting optimization
- Judgment and Critical thinking assessment and guidance
- Team alignment
- Client relationship management
- Project oversight and collaboration
- AI and leadership integration
Affiliations
• Naperville CARES, Board Director
• Field of Dreams Horse Rescue and Adoption, Board Director
• CASA Kane County, Board Director
• Rotary Club of St. Charles, Member
• Field of Dreams Horse Rescue and Adoption, Board Director
• CASA Kane County, Board Director
• Rotary Club of St. Charles, Member
Languages
Conversationally fluent in Spanish
Software System Skills
- AI applications: Co-pilot, Gemini, Chat GPT
- MS Word, PowerPoint, Outlook, Canva, Excel
- BankerInsight/Metavante
Certification
Certified business coach
Timeline
Managing Partner
J.A.M. Consulting Group
11.2013 - Current
Vice President and Senior Private Banker
BMO Private Bank
10.2011 - 10.2013
Managing Director
The PrivateBank and Trust Company
08.2001 - 10.2011
Senior Associate
J.A.M. Consulting Group
10.1998 - 08.2001
B.S.-CSOM Honors Program - Marketing
Boston College