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Bio

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Terry Newman is a seasoned executive with extensive experience in strategy, executive coaching, management, leadership development, and business development. He has a strong background in consulting, asset management, and marketing, with a proven track record of driving growth and improving effectiveness in teams and organizations. With a Certified Executive Coach certification from Columbia University, Terry has coached professionals from over 30 countries on various topics, including leadership, team development, and career management. Terry has held senior leadership positions at several firms, including Newman Management, Armstrong Shaw Associates, Iridian Asset Management, and Credit Suisse Asset Management. He has managed teams, developed business strategies, and built relationships with institutional investors and consultants. Terry's expertise in emotional intelligence, social competency, and 360-degree feedback assessments has helped leaders and teams achieve greater effectiveness and create practical action plans.

Credentials

  • Certified TDS (Team Diagnostic Survey) Advanced Practitioner
    Team Diagnostic Survey Level 2
    Nov, 2019
    - Apr, 2026
  • Emotional & Social Competency Inventory (ESCI/ECI)
    Korn Ferry Hay Group
    Apr, 2016
    - Apr, 2026
  • Columbia University Coaching Certification Program (CCCP), Level 2
    Columbia University in the City of New York
    Jun, 2013
    - Apr, 2026
  • Clark Wilson 360 Feedback Assessments
    -
  • FINRA Series 3, 7, 63, 65
    -
  • Hogan Suite of Assessments (HPI, HDS & MVPI)
    -
  • Myers-Briggs Type Indicator Step I & Step II
    -
  • Neethling Brain Instruments
    -

Experience

  • Newman Management
    • Stamford, CT
    • CEO, Certified Executive Coach
      • Jun 2012 - Present
      • Stamford, CT

      Through solutions focused coaching, assessments, team building and facilitation, I help leaders and teams achieve greater effectiveness, increase self-awareness, enhance their emotional intelligence, test new behaviors and create practical action plans. My business acumen and leadership experience in the corporate and non profit sectors benefits my clients. I have coached professionals from over 30 countries on 360 feedback, individual effectiveness, leadership and team development, career management, change management and effective communication. Design and facilitate customized interactive workshops and retreats to enhance team and leadership effectiveness and support diverse leadership.

    • Principal, Director of Marketing & Client Service
      • Feb 2003 - Dec 2011
      • New Canaan, CT

      Managed team responsible for business development and relationship management at privately held institutional asset management firm with peak assets of $9.4 Billion. Increased revenue by 100% in three years by implementing strategic marketing and sales plan. Clients included corporate and public pension funds, endowments, foundations and family offices.

    • Managing Director
      • 2001 - 2002

      Managing Director responsible for business development efforts focused on institutional investors and consultants in North America.

    • Managing Director & Relationship Manager
      • Jun 1993 - Feb 2001
      • New York, NY

      Managed regional institutional sales & relationship management team for $300BN global asset management firm. During her time at BEA and subsequently Credit Suisse she built out her team, helped launch new investment products, raised significant assets, improved organizational operations, and enhanced client service.

  • Bankers Trust
    • New York, NY
    • Vice President
      • Oct 1986 - Jun 1993
      • New York, NY

      Marketing Director-Investment Management GroupSold active and quantitative equity and fixed income strategies (domestic and international) to institutional investors. Raised first institutional money for several new strategies including: Currency Hedge Fund, Currency Overlay, Muni-Bond Index Fund for NDTs and Active Small Cap Equity.

    • Account Executive, Institutional Sales
      • Oct 1983 - Oct 1986
      • New York, NY

      Sold computerized brokerage services to major financial institutions nationwide. Actively covered over 30 large institutional accounts. Responsible for 58% increase in client commission revenue.

Education

  • Barnard College, Columbia University
    B.A., Cultural Anthropology
  • Columbia University in the City of New York
    Columbia Coaching Certification Program (Level 2), Certified Executive and Organizational Coach

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Management Consulting”

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