Executive leadership services for family/founder run companies.
Meet Jerry
Jerry Kerr is an advisor and leader with 25 years of experience in banking, consulting, and wealth management. He has served as a 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 maintaining high retention rates. He is known for his unique ability to navigate challenging circumstances and relationships.
In his consulting practice, Jerry works with individuals, families, and closely held businesses to develop strategies, implement initiatives, enhance stakeholder engagement, and achieve results through the thoughtful execution of key activities.
Personal Background
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.
CORE VALUES
Being in Service to Others:
Our calling involves asking, “How may I help you?” without agenda or expectation. We earn a living when there’s mutual agreement that our experience, knowledge, and skills will benefit clients.
Impact:
Our value proposition is that a healthy culture and engaged stakeholders accelerate positive outcomes. These outcomes are quantified by improved morale and sense of agency, decreased turnover, willing adoption of initiatives, and increased profitability.
Integrity:
Adhering to moral and ethical principles is not a constraint, but a launching pad for durable business growth.
Harmony and Cohesion:
We navigate the uniqueness of individuals and dynamics of teams to constructively resolve conflict and promote a positive and productive work environment.
Relationships:
Connections rooted in kindness, understanding, and respect give us credibility when we ask for the commitment of our team and our clients' business.
Professional Experience
Consultant (3+ years)
● See “What we offer” above
●I have advised non-profit organizations on donor relations and fundraising.
Regional Managing Director, U.S. Bank Wealth Management (5+ years)
● Led a team managing over $1B in AUM and $500MM+ in loans, delivering a comprehensive wealth experience to clients.
● Developed strategy around Wealth Planning, Partnership, Proactive Outreach, and Practice Management. Performance award winner.
● Led recruitment, development, and performance management for licensed bankers.
Financial Advisor, Merrill Lynch and U.S. Bancorp Investments (16+ years)
● Guided high-net-worth clients and their families with tailored financial planning, overseeing investment management and insurance solutions.
