Executive presence, insightful advice and effective execution for businesses and their owners
ADVISOR.
FACILITATOR.
FIXER.
Jerry Kerr is a fractional executive, leader, advisor, and coach with 25 years of experience in banking and wealth management. He has served in the roles of banker, branch manager, financial advisor, consultant, and managing director for local, regional, and global institutions. Jerry has a track record of transforming culture, engagement, and performance while supporting workforce stability. He is known for his unique ability to navigate challenging circumstances and relationships.
In his consulting practice, Jerry confers with individuals, families, and closely held businesses, helping to develop strategy, implement initiatives, enhance engagement of stakeholders, and ultimately generate results through the thoughtful execution of key activities.
Jerry was born and raised in Salem, Oregon, and currently lives in Hood River, Oregon with his wife Kelley and their two children, Davis and Grace.
WHAT WE OFFER
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Guidance and counsel on finance, strategy, human capital, and performance management.
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Employee engagement and professional development
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Facilitation of organizational transitions and transformations
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Personal finance coordination and coaching
OUR PROCESS
Assessment
Via team meeting attendance and one-on-ones.
Proposal
Detailed objectives, activities, and timelines.
Execution
Regular in person engagements with team and leadership.
Updates
Regular written reports and discussions on observations and actions.
Leadership Coaching Rooted in Experience and Integrity
WHAT PEOPLE ARE SAYING
Chris M.
“Our company has been profoundly impacted by Mr. Kerr's work throughout the entire organization. Jerry brings consistent structure to the decision-making process, insights into our customer acquisition efforts, leadership around strategic planning, discipline for our new employee initiatives, and just the right behaviors to our culture of ensuring people are seen and heard every step of the way. I know that my leadership team operates with confidence knowing Jerry ensures we delight customers and team members every day!”
-Chris Maskill, Founder & CEO Trueline Capital
Lisa T.
“I had the pleasure of working with Jerry Kerr in leadership roles for 6 years during a time of dramatic change for our industry and our company. Jerry is exceptional at translating business objectives to his team, fielding difficult conversations, focusing on positive outcomes and courageously leading through ambiguity. While the landscape may be shifting beneath him, Jerry remains grounded in his core principles of doing right by clients, his team and his employer. He is adept at quickly establishing trust across stakeholders and clearing the clutter that impedes moving the team forward. In addition to these skills, Jerry has a knack for creating an environment where team members can bring their authentic selves and do their best work.”
-Lisa Trombley, Retired, SVP Private Wealth Management, U.S. Bank
