Adam Coelho

Google

Senior Data Transformation Lead

Senior Customer Success Manager - Google Marketing Platform

Program Lead - Startup Growth Lab + Retail Intl Expansion

Mobile User Experience Strategist - Publishers

- Applied and was selected to highly competitive Ambassador Program to work and live in the APAC region.
- Created user experience (UX) focused sales framework and trained over 100 account managers in Australia, Singapore, Malaysia, China, and Japan.
- Consulted over 50 publisher to improve UX and grow revenue.
- Spoke at 4 top publisher events in Sydney, Kuala Lumpur and Shanghai to over 800 publishers. 
- Drove global adoption of sales framework by developing an internal training website with videos, case-studies and impact calculator.

Publisher User Experience Program Manager

- Developed strategic partnerships with 30 top online publishers and managed $100 million book of business
- Consistently exceeded aggressive sales targets with an average achievement of 135%; highest sales performance worldwide several quarters.
- Received perfect customer satisfaction rating from publishing partners.
- Received platinum award for impact of 20% UX Project (ultimately became above ambassadorship and current role)

Strategic Partner Manager - Online Partnerships Group

The Mindful FIRE Podcast

The Mindful FIRE Podcast explores living mindfully on the path to financial independence and beyond! We explore the intersection of mindfulness and the FIRE movement to uncover the strategies and mindsets to live life with meaning, purpose and financial independence. 

New episodes every Tuesday! Subscribe on your favorite podcast player by searching "The Mindful FIRE Podcast".

Founder & Podcast Host

CitiSync

Founder and CEO

Connect With Your BIG Vision For Life & Start Living It Now | Envisioning | Host of The Mindful FIRE Podcast

There are only two ways to maximize your team's potential:

1. Push your vision on them and hope they follow along.

2. Create a BIG shared vision that helps them achieve their own goals.

Most leaders fall into the first category.

Even if you're bringing the team together for expensive off-sites, you're struggling to get real engagement and buy-in.

Which is why you see people glued to their phones or worse, falling asleep.

Resulting in wasted money, missed opportunities, and people counting down the minutes until happy hour.

Best case scenario - you get 1 in 5 people to remember your vision.

On top of that, you're probably struggling with mounting pressure from above:

"How are we going to hit these massive targets?" "How can we do more with less?" "How do I get the most out of my people?"

Now, imagine after your next team event, everyone leaves with a BIG shared vision that they helped create and are excited to bring to life.

You get connection, curiosity, creativity and conversation flowing from the start.

You unlock your team's most innovative and ambitious ideas about what's possible.

You're seeing 10X ROI on your team events.

"How am I going to make that happen?", I hear you ask.

Here's how.

By starting with my proven Ask What's Possible Workshop, taking your event from "when's happy hour?" to "I can't wait to bring this vision to life!"

Working with me, you get:

1. A high-level facilitator who's led sessions for 3500+ Googlers
2. Connection and creativity without cringy "icebreakers"
3. Space to THINK REALLY BIG about what's possible
4. A shared vision that everyone is uniquely bought into
5. A team excited to make that vision reality

My results speak for themselves:

"Adam was masterful as he guided us through exercises to expand our perspective of what we could be and do." - Google VP at CEO's Leadership Conference

"Adam is exceptional - this is a super power! He was able to reach every one of the 20+ participants and make a HUGE difference for our team" - Google Workshop Participant

“I think this should be offered at every Google CEO Leadership Conference” - Google VP at Sundar Pichai’s Leadership Conference

I have more of these, but LinkedIn says I'm out of characters.

Back to you.

Are you tired of unproductive team events? Are you ready to unlock your team's full potential?

Then let's talk.

DM me here, or shoot me an email me at adam@mindfulFIRE.org.

Northwestern Mutual

Sophisticated relationship manager, second chair to CFP Hayley Dickson, and manager of overall plan implementation for our cherished clients that incorporates risk management solutions, investments, private equity, and tax planning tailored to each individual client within a fee-based planning arrangement. 

Responsible for innovating, introducing, and executing high level programs for the firm that include trading portfolios with individual equities and private equity funds, tax loss harvesting, guaranteed income for pre-retirees, internal organizational efficiency, artificial intelligence initiatives, and more.

Manager, Client Relationships & Plan Implementation

Junior Advisor to Hayley Dickson, CFP. A fee-based financial planner and wealth manager. 

Our mission is to foster a revolution in personal freedom through the empowerment of financial literacy. From a commitment to service and authenticity, our team challenges and inspires clients to build the secure and abundant life of their dreams.

We demystify the complexity around the financial markets, mentoring our clients - especially women, LGBTQ+ and diverse communities - in creating the economic security they’ve always desired so they can live their best life.

Junior Wealth Manager

M Advisory Group

My team and I sit at the same side of the table as you: 

Closely Held Business Owners, 
Executives, 
Entrepreneurs, 
High Net Worth Individuals.

We help maximize tax efficiency, create passive incomes, and preserve generational wealth. Our team has earned the confidence and commitment of high net-worth families, individuals, and closely held businesses not only around the SoCal area, but around the country for over 60 years. M Advisory Group is a Torrance, CA based member firm of M Financial.  We strive to help preserve and enhance the wealth of clients like you with access to high-end proprietary solutions, high touch concierge processes, and unrivaled business acumen. 

M Advisory Group adds value to our clients and their advisory teams with advanced planning conversations, including but not limited to: 

🟡 Non-qualified deferred compensation
🟡 Executive benefits and executive carve out 
🟡 LIRP (life insurance retirement plan) 
🟡 Tax efficient retirement income
🟡 Income stream creation
🟡 Family banking strategies
🟡 Estate planning
🟡 Exit planning

We consistently leverage our internal case design teams at key carrier partners like: Pacific Life, John Hancock, Nationwide, Penn Mutual, and many more.

Financial Advisor & Business Consultant

Financial Advisor, Northwestern Mutual & Northwestern Mutual Wealth Management Company.

Financial Advisor

I was a financial practice owner working with private clients to achieve financial security. Our team focused on risk management, wealth accumulation, wealth preservation & distribution with your specific goals and situation in mind. 

Risk Management: Term and Permanent Life Insurance, Long Term Care, Disability, Etc.

Wealth Accumulation: qualified and non-qualified retirement planning focused on IRA, Roth IRA, Brokerage, and 529 plans.

Financial Representative

Starbucks

Directed a multi-unit portfolio of 10-12 stores at any given time. Ensured a consistent implementation of our operational standards and procedure to achieve aspirational goals set across the organization and region. Role included: Business planning, p&l analysis, inventory management, performance management, hiring and staffing oversight, leadership development and talent pipeline creation, coached the coach.

I led and developed a set of diverse teams that know their markets, communities, and customers. My team of leaders delivered an exceptional customer experience in 12 company operated stores with annual sales of over $19 million. Created a supportive culture during the rippling impact of Covid19 on retail stores and led the area in sales rebound. 

Over my time at Starbucks, I collaborated with members of the executive leadership teams, provided information and insights that helped inform critical business decisions.

District Manager

Responsible for all aspects of day-to-day operations of the cafe and for forecasting future growth in a large store averaging $3M yearly. Tirelessly coached, mentored, and trained my team of 40+ employees. Drove top line sales and controlled the bottom line to increase total contribution year over year. Developed internal talent pipeline for company placement/promotions district-wide.

Store Manager

Similarly to my current role I was responsible for assisting the manager in the day to day operations of running the store. During this time I expanded my knowledge base through on the job experiences and occasionally with book or class work. Due to the medium volume of this location it was an ideal setting for not only my own growth and development but it allowed me to work with a great manager and work with him in training other RMT or even Regional Director new hires.

Assistant Manager

Barista & Shift Supervisor

Rosetta Stone

Worked at a selection of kiosk locations in downtown San Francisco selling the highly recommended Rosetta Stone Language system. The associates worked rather independently (only one staffed at a time) and were responsible for maintaining inventory, maintaining/reporting cash and credit sales, aggressively selling the product, and demoing the various qualities of the programs to customers of various nationalities, backgrounds, and language preferences.

Sales Associate

Financial for CXOs & Next-Gen Founders⭐ | Executive Comp Plans 📈 | Tax Mitigator 📊

💥 I've always been drawn by a passion to connect, empower, and protect those around me. 

Throughout my finance career, my team and I have provided financial planning and business guidance to:

👉 Closely Held Business Owners 
👉 Executives 
👉 Entrepreneurs
👉 High Net Worth & High Earning Individuals

🧰 In my early career as a multi-unit operations manager this meant challenging my leaders to believe that they can achieve more than they currently think they can. It meant coaching my rock stars to smash through self limiting belief and introducing the concepts and tools that they had never been trusted with before. 

I proudly continue to carry this work on  - with even higher stakes - with my financial practice.  For me: It's always been about positively impacting my community and the people that put their faith and trust in me. So as a finance professional it's my duty to put my client's needs first while helping them build foundations of financial well-being, blueprints for wealth, and legacies that carry forward to multiple generations of their families. 

Let's connect about your life & financial goals and your plan to get there!

-------------------------------------------------

This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. 

The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

taplio

The Battle

Adam Coelho

Benjamin R. Miller 💡

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