Jeffrey M. Fischer Ph.D. Email & Phone Number

Durham, NC And NYC

Consult with successful executives on career advancement, role transition, and personal leadership development. Work with individuals on career decision making and career management. Assist closely held businesses on issues pertaining to management and succession. Client base includes private individuals and executives in Financial Services (Banking.

Greater New York City Area

Managing partner (with equity ownership). Co-Led investment team and managed all non investment aspects of the business. Hired and trained COO. Focused on senior client relationships and firm policy decisions (structure, ownership, ESG, compliance, etc.). Managed transition and firm shutdown when founder retired in December of 1999.

Greater New York City Area

Initially retained as talent development and strategic planning consultant to founder of $2+B small-cap Registered Investment Advisor. Recruited as full time COO to lead and manage operations, HR, client service, legal, ESG, and compliance team. Streamlined functions, hired staff, and improved efficiency.

Chapel Hill, North Carolina

Built corporate relationships, coached MBA students, and brought a pragmatic understanding of the needs of industry to the University community. Worked closely with the Finance Department to train students for success in Banking, Trading, Investment Management, Credit, and Restructuring. Left to return to private practice full time but remain active in the.

Long-standing independent coaching and consulting practice. Guided professionals through career transition including: being promoted, leaving a job, switching careers, or seeking employment after completion of business school or upon leaving the military. Served leading companies and senior executives in financial services, management consulting, and other.

New York, New York, United States

Co-founded Registered Investment Advisor specializing in multi-manager Hedge Fund portfolios. Launched 4 funds and oversaw manager selection and allocation. Built and managed operations, HR, risk management, finance, and compliance functions. Lead leveraged buy out financing transaction generating $1.2MM in net fee income. Maintained concurrent coaching.

Global Co-Head of management development group responsible for leadership strategy, training, career development, internal consulting, performance management, and assessment. Co directed organization of 200 + employees in New York, London, Frankfurt, Hong Kong, and Tokyo through staff of 6 Vice President direct reports. Served Goldman Sachs as Principal.

Served leading companies including Goldman Sachs and McKinsey and worked with senior executives to enhance leadership skills. Developed assessment instruments, 360 feedback tools, and employee surveys. Managed and expanded client relationships and consulting engagements in multiple sectors including investment banking, management consulting.

LBO Group. Executed debt transactions, syndications, and secondary asset sales. Marketed derivatives, supervised analysts, and managed existing loans. Trained in credit analysis (year long program).

Ph.D, Psychology

Ed.M., Ma, Psychology

Mba, Finance

Ab, Economics

Completed Coursework in three years (9/1984). Degree Conferred in June 1985