United States
Family-owned enterprise coach and leadership development specialist with 25+ years designing and leading assessment, coaching, and talent strategy programs for complex organizations across financial services, healthcare, professional services and multiple other industries. I build things: assessment centers, coaching practices, leadership development programs, and the data-driven talent pipelines that connect them. My work is grounded in applied and professional psychology — and translated into practical solutions that senior leaders actually use. Core expertise: -Leadership assessment & competency-based development -Executive coaching and 360-degree feedback -Succession planning and high-potential identification -Team effectiveness and organizational development -Psychometric tools: Hogan, ESCI, Korn Ferry 360, CCL Benchmarks Earlier in my career I led talent and L&D functions at MassMutual Financial Group, Fallon Healthcare, and New York-Presbyterian Hospital. Since 2008 I have led MK Insights, LLC, an organizational psychology consultancy serving executives and organizations nationally. I also served on the Advisory Board of The Myers-Briggs Company and taught at UMass Amherst's Isenberg School of Management and Commonwealth Honors College. I am the author of Trapped in the Family Business (2nd ed. 2018), featured in The New York Times and recipient of the 2018 Schulze Award for Outstanding Family Business Publication.
Founded and lead an organizational psychology consultancy specializing in leadership assessment, executive coaching, and talent development for organizations across financial services, healthcare, and professional services. *Design and conduct executive and leadership assessments using competency-based frameworks and psychometric tools including Hogan, ESCI, Korn Ferry 360, and CCL Benchmarks — linking data directly to development and succession decisions. *Deliver outcome-focused executive coaching to senior leaders and high-potential managers; specialize in leadership effectiveness, emotional intelligence, and behavioral change. *Build and facilitate 360-degree feedback programs, self-assessments, and development planning tools that connect individual growth to enterprise talent strategy. *Design and deliver leadership development curricula and manager enablement programs as an approved provider under the Massachusetts Workforce Development Training Fund (WTFP). *Advise HR leaders and senior executives on performance management philosophy, succession planning, and career development frameworks. *Facilitate team effectiveness workshops using DISC, MBTI, and behavioral style instruments; deploy psychometric tools for selection and leadership risk identification. *Author of Trapped in the Family Business (2nd ed. 2018) — featured in The New York Times, The Wall Street Journal, and recipient of the 2018 Schulze Award for Outstanding Family Business Publication. *Keynote speaker at the Million Dollar Round Table (MDRT) annual meeting on emotional intelligence, self-awareness, and leadership development.
Collaborated with the Director of Global Research on development of a new psychometric assessment tool. Advised on implementation strategies to strengthen the validity and organizational effectiveness of the instrument.
Designed and taught "Psychology in the Workplace," a professional development course for Commonwealth Honors College undergraduates. *Guest lecturer at the Isenberg School of Management on personality, management, and applied psychology; conducted 1-on-1 assessments and developmental coaching with first-year MBA students. *Workshop leader at nearby Smith College and Mt. Holyoke College on professional development topics.
Led leadership assessment, manager development, and talent strategy for a 4,000+ person national distribution network at a Fortune 100 financial services company. *Built and managed enterprise-wide assessment processes for field leadership selection and development, including oversight of multiple psychometric validation studies. *Consulted to HR, Field Recruiting, and business line leaders on assessment tool usage, inter-rater reliability, and succession pipeline development. *Designed and managed a national online behavioral assessment platform for 4,000+ managers and producers; created supporting e-learning, audio training, and distance learning programs. *Developed Emotional Intelligence Selling curriculum; delivered keynotes, classroom training, and coaching to sales professionals, managers, and field leaders across 12 agencies. *Provided talent development consultation to 12 independently operated agencies; partnered with General Agents and Sales Managers on leadership effectiveness and pipeline readiness.
Partnered with senior leadership to design and implement enterprise-wide performance management and manager development systems. *Led ongoing management assessment program using multi-rater feedback tools (Personnel Decisions International). *Facilitated manager, physician, and employee orientation and development programs. *Evaluated and managed external training vendors; designed and implemented organization-wide customer service development initiative.