David Satler, Cpc, Cpa Email & Phone Number

Delray Beach, Fl, Us

Executive Leadership Coach: Empower senior leaders and rising stars to navigate challenging Executive situations and achieve their professional goals. Successfully coached high-profile clients, including Chief Compliance Officers, General Counsels, CEOs of gaming platforms, Global CFOs, and Chiefs of Staff. Leverage credentials as a Certified Professional Coach, Energy Leadership Master Practitioner, and International Coaching Federation (ICF) member to deliver transformative coaching experiences that enhance leadership capabilities and drive organizational success. Consulting: Eleven Canterbury (2022-2024)o Executive Transitions Program: Spearheaded the design and implementation of a program tailored for executives navigating significant career changes.o Curriculum Development: Created a curriculum impacting over 3,000 C-suite executives, focusing on personal branding, digital presence, and strategic networking.o Panel Leadership: Organized and moderated panels with industry leaders to facilitate peer learning and provide actionable insights.o Engagement Strategies: Implemented strategies that increased participant engagement and retention through interactive content and personalized communication.o Comprehensive Reviews: Completed digital marketing reviews, succession planning, outsourcing of clearing capabilities, and organizational design to enhance operational efficiency and strategic alignment.

Naples, Fl, Us

New York, New York, Us

Los Angeles, Ca, Us

Senior Client Partner: • Recruited to expand U.S. and global financial services practices and oversee the UBS account. Led client engagements to deepen relationships with C-suite stakeholders, driving business development and cross-divisional strategies to increase revenue significantly.• Managed high-priority Global Financial Market accounts across all business lines, delivering $4.2M in 2018 and $4M in 2019 to support the Global Account Program.• Introduced a new performance management system and leadership review, evaluating 100 leaders in collaboration with a top asset manager.• Developed a Diversity & Inclusion strategy, successfully placing a Chief Diversity Officer, Head of Employee Engagement, and CFO for clients.• Served on the New York Operating Committee, Board, and CEO Practice.

London, Gb

Managing Director & Chief Operating Officer• Addressed challenging regulatory situations by implementing control risk functions to ensure appropriate controls. Established operational and strategic business direction across the operating model, financial management, technology, risk, governance, client experience, and talent agenda.• Upgraded talent by recruiting key positions and enhancing team performance, including Head of Operations, Practice Management, Branch Administration, Compliance, General Counsel, and CIO.• Led divestiture in London, redeploying 65% of employees, and ensured regulatory compliance by resolving eight material items.• Transformed custody and clearing operations by outsourcing to a third party, creating 62K accounts, and converting 591K positions with a notional value of $29.1B.• Conducted strategic business reviews focusing on digital capabilities and emerging industry developments.• Developed a business risk and control function, building confidence in compliance and internal audit.• Served on key executive committees, including Wealth, Global Wealth, and America’s Risk Committee.

Zurich, Ch

Managing Director, Head of Human Resources & Chief of Staff to CEO: • Managed a team of 400, leading the build-out of analytics and controls for business transformation.• Improved employee satisfaction by 8% through strategic initiatives, including a strategy day for 2.7K employees.• Directed workforce reductions, saving $252M in labor costs by eliminating 2.7k positions. • Created a sales and business development platform, achieving 230% of net new money targets.• Established a talent management framework focused on organizational redesign and leadership development.• Advised the CEO on strategic business issues and established the Executive Committee agenda.

Zurich, Ch

Built out a sales and business development platform in the US, evolving into a global assignment. Teams were based in the US, Zurich, Hong Kong, London and Singapore. Results generated 230% of the Net New Money (NNM) of the average same store Financial Advisors (FA) within the Firm.

Zurich, Ch

Accountable for the strategic oversight for the day to day activities of a multi-billion dollar Products and Services Division. Areas of focus included strategy, finance, administration, human resources, operations, risk, technology and real estate. Product bases included Equities, Fixed Income, Banking, Research and Investment Solutions.

Newark, New Jersey, Us

Managing Director & Chief Operating Officer - Private Client Group (2002-2004): • Guided day-to-day operations for the joint venture between Prudential Securities and Wachovia Corporation, focusing on integration, transition, and communication efforts.• Designed and implemented the National Client Center, serving 15% of client households and achieving break-even within one year. • Led a leadership challenge group of 22 executives, increasing the "highly satisfied" client ratio by over 7%.• Directed Prudential Securities M&A Team, analyzing potential broker-dealer acquisitions and pursuing two primary multibillion-dollar targets.Additional roles include Branch Manager, Chief of Staff and Head of Strategy, Divisional Administrative Officer, Director of Finance & Business Administration, and Director of Financial Analysis & Planning.