by Seb Wals | Apr 12, 2022
Renato Renato Ruiz-Bay has been coaching full time since 2015. Prior to joining Templar, Renato worked for a leading US communications coaching firm as both product designer and coach. Over his coaching career, Renato has worked with senior executives from Fortune 500...
by Seb Wals | Apr 7, 2022
Michelle Margolin is the Business Manager of Templar’s North American team, based in NYC. Since joining the firm in October 2013, her role has expanded to include the oversight of all day-to-day operations as well as key financials. She plays a vital role in the...
by Seb Wals | Apr 7, 2022
Megan Philbin joined Templar in 2018 and advises a wide range of financial services firms on their investor and client communications. Her Templar clients include top-tier asset managers, global investment banks, and insurance companies. She has a particular focus on...
by T3mpl4r4dv150r5 | Apr 2, 2022
Lindsey Larrabee is a former investment consultant. She combines over 12 years’ experience of building and managing client relationships – including at BNY Mellon and Oppenheimer Funds – with specialized expertise in financial psychology and behavioural finance....
by Seb Wals | Feb 16, 2022
James Compo has been training financial services professionals since 2013. He combines a deep understanding of the banking environment with broad L&D expertise. He joined from the Citi L&D team which supported the Private Bank and its Global Wealth parent. ...