Bill Gerard Email & Phone Number

Reno, Nevada Area And Northern California

EOS Implementers® are experienced entrepreneurs who have faced the same challenges that you experience every day. I’ll help you see your business in a whole new light and show you how to execute using a set of simple tools and principles on a simple set of tools and principles to identify root causes before they become problems, place the right people in the right seats, and align every employee toward the same goals.I’ll help you do 3 things called Vision, Traction®, Healthy. Vision is about getting your leaders 100% on the same page with where your organization is going and how it’s going to get there. Traction is about helping your leaders become more disciplined and accountable so they can achieve every part of your Vision. And Healthy means helping your leaders become a healthy, functional, and cohesive leadership team. All businesses eventually get stuck. Thousands of entrepreneurs around the world run on EOS and credit it with helping them break through ceilings to achieve personal and business growth. I’ll bring the real-world experience you need to help your business run better and help YOU live better. Vision: Getting your leadership team 100% on the same page with where your organization is going and how it is going to get there.Traction®: Helping your leaders to become more disciplined and accountable, executing really well to achieve every part of your Vision.Healthy: Helping your leaders to become a more healthy, functional, cohesive team that enjoys working together effectively, and have more fun doing it.EOS® connects your Vision, bringing it down to the ground to achieve Traction® so your entire organization is executing with accountability and discipline.

Reno, Nevada Area And Northern California

As a Senior Management Consultant and Director, I provide consulting and coaching to Merrill’s largest and fastest growing wealth management and private banking teams and advisors in the West. I deliver in-depth business consulting and performance coaching to help teams execute the Optimal Practice Model, which assists in creating capacity for growth through more structure, processes and discipline in all areas of the practice, including business development, relationship management and operations. As of now I have recurring engagements with over 75 teams.I acted as lead creator, developer and facilitator of the Advisor as CEO Leadership program, an all-day workshop for advisor-team leaders. Program facilitated 30 times in the U.S. in 2017-2018, and it was the highest rated professional development program at Merrill in the last 10 years.Present/past member of Practice Management Consulting Group leadership team, Merrill Lynch’s Strategic Initiatives workstreams, Women’s Exchange Mentor program and Employee Engagement Council work stream.

San Francisco, Ca

As the Lead Practice Management Consultant dedicated to Citi. Pershing’s largest client, I facilitated and delivered business-building workshops for advisors, teams, and managers at broker-dealers and registered investment advisors (RIAs) who clear through Pershing.I delivered comprehensive business proposals including diagnosis, formulating recommendations and creation of plans, which drove advisors’ and firms’ practice performance.I worked with leadership at large broker-dealer firms and RIAs along with internal Practice Management Team to create and customize practice management engagements and support existing programs.

Bachelor Of Science, Managerial Economics

Education record

Activities and Societies: Varsity Golf Team Go Pioneers!