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Featured Coach
Dan Thatcher
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| Bio: |
| Daniel Thatcher is founder of Thatcher Resources, a financial services coaching firm, and co-founder of the Widow's Alliance, a win-win, turnkey target-market program.
Mr. Thatcher received his undergraduate degree in Political Science from the University of Maryland while stationed in Japan with the Air Force, and his Masters degree in Finance from the Harvard Business School.
Mr. Thatcher is a Certified Financial Planner and Certified Investment Management Analyst. With over 18 years of experience in the financial services industry, he has taken leadership roles in the areas of corporate finance, investment product development, marketing, and taining. Because of his inherent interest in people and education, training has become his specialization, with a focus on practice management.
Mr. Thatcher is an avid sailor and rower, enjoys the performing arts, and tutors disadvantaged children. |
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| Coaching Services For: |
| Intermediate,Advanced,Manager,Executive,Group |
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| Proximity: |
| Not Applicable |
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| Specialty(s): |
| Teambuilding, Delegation, Performance Management, Managerial Skills, Portfolio Performance and Evaluation, Team Leader Training, Managed Money, Practice Management |
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| Virtual Coaching Available: |
| no |
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| Fees: |
•Coaching/Executive Development - $2,000 (includes assessments and five meetings by telephone or face-to-face over a two-three month period
• Speaking - $5,000 per appearance
• Workshops (4 hours) - $5,000
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| Testimonials: |
“I appreciate what you have done for our group as our coach, most notably:
• Your personnel and job assessments, the added understanding provided through your triads, and your work with personnel to ease tensions.
• Your work with me on institutional presentations, particularly when we were in direct competition with major consulting firms. You certainly played a role in helping us win that business.
Your assistance on fine-tuning our institutional brochure, introducing your client service menu concept.”
Jim Diepenbrock
UBS, Sacramento, CA
“You have been a vital part of IMCA’s Certified Management Analyst Certification program taught at the Wharton School of Business to financial consultants. We appreciate your positive interaction with the other faculty teaching the Investment Policy portion of the program, as well as your taking the lead in developing new cases and new examination questions for the students. Perhaps the most gratifying of all is the participating consultants’ feedback indicating how worthwhile the sessions have been regarding the practical application/orientation of this course.”
Rhonda Eaker, Director of Education
Investment Management Consultants Association
“Dan Thatcher facilitates a powerful Time Management seminar which allows the participant a chance to explore his or her own habits. Built over a series of weeks, people use this new knowledge to create and implement alternative strategies for better time management. Dan led us to ultimately understand that time management really is self-management.”
Sandi Lucas, Director of Human Resources
SRI Consulting, Menlo Park, CA
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