Financial Services

The Mountaintop team combines business expertise with a deep knowledge of the financial industry to equip and inspire leaders to grow their businesses and careers.  We have helped banks, private equity firms, investment management firms, financial technology companies, and others realize greater profitability and productivity through enhanced leadership, teams, and processes.

We advise financial services companies on the things that directly and indirectly affect their success and bottom line, including:

  • Developing and Executing Strategic Plans
  • Retaining Top Talent
  • Profitable Growth
  • Marketing & Business Development
  • Leadership Development
  • And More

Our work with financial services professionals covers the range of skills vital to career success and progress, from personal branding and leadership to strategic career management and business development.

If you or your firm wants to scale the next mountain in your journey to success, contact us to learn how we can help, or explore our most popular solutions for financial services companies below.

Consulting Ascents FOR TEAMS & FIRMS

We’ll provide in-depth analysis and solutions to achieve your organization’s goals.

Strengths-Based Team Building

A Gallup-Certified Strengths Coach leads teams to leverage the unique talents of each individual and build a highly engaged organizational culture.

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Strategic Planning for Corporate Legal Departments

Mountaintop’s Strategic Plan Ascent for Corporate Legal Departments helps in-house legal teams develop customized strategic plans.

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We’ll inspire and prepare you to achieve your goals through interactive, practical workshops.

Becoming A Business Builder

Our most popular workshop offered in a 60 and 90-minute format to help groups of any tenure learn the basics of business development.

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Maximizing Existing Client Relationships

We help participants maximize business development and client retention efforts.

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Personal Branding & Executive Presence

We help participants master the ability to communicate their areas of professional expertise and to project confidence, whether in the courtroom or in the boardroom.

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We’ll work with you one-on-one or in small groups to achieve your professional goals.

Personalized Action Planning

Dive into an intensive action planning process focused on strategic career management, personal branding, and the development of a personalized Action Plan.

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Career Transition Coaching

We provide individuals with the guidance, tools, and resources needed to successfully navigate a career transition, whether that be a promotion, a job change, or an industry pivot.

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Every mountaintop is within your reach if you just keep climbing.

Barry Finlay


Mountaintop Consulting did a fantastic job advising us on how to most effectively communicate with high net worth investors. Bringing a fresh perspective and a collaborative approach, they seamlessly worked with our team to develop and implement a simpler, but more high impact, approach that our investors loved.

— Erica Siegel Henning, Vice President – Real Estate Portfolio Management, Lionstone Investments

Precious has been a vital thought partner for me over the course of my career. My progress and her impact have been supercharged by her ability to quickly earn the trust of the entire C-Suite at my company.

— Leslie D. Hale, President and Chief Executive Officer, RLJ Lodging Trust (NYSE: RLJ)

The Mountaintop team deeply understands the demands senior executives face, and they pair that broad expertise with an intense focus on getting to know each company’s unique culture. That powerful combination has allowed Mountaintop to become a trusted partner to multiple members of our leadership team.

— Tammira Philippe, CFA, President & CEO, Bridgeway Capital Management, Inc. and Bridgeway Funds

Precious offers expertise in a way that brings out the best in others. She embraces change. She approaches challenging situations with a grace that inspires confidence and trust among even the most seasoned leaders.

— Tom Bacon, Co-Founder, Lionstone Investments

Ready for your Ascent?

Take the first steps. We can help you reach higher peaks in your career.