Hope Associates, LLC

Leader, Facilitator, Founder - Library 50+ Job Seekers Networking Group

Executive Coach - Private Practice

Brigham and Women's Hospital

Ambassador for the many innovative and ground breaking initiatives - educating peers and colleagues and enhancing development programs.

Board of Overseers; Women's Health Advocate

The Boston Club--Women

Corporate Board Committee

Merrimack Valley YMCA

Board of Directors,  Past Chair of the Board; Past Chair - Audit/Finance Committee

Charles Hope Companies, LLP

.THE CHARLES HOPE COMPANIES, LLP, North Andover, MA
As Founding Partner and President of 25-year-old regional real estate development, management and consulting
company, leads strategic planning, transaction/construction financing and banking relationship management.
• Successfully co-led company through rapid growth, real estate market recession and ongoing recovery, developing
innovative strategies to maximize revenue and access to financial resources.
• Won/managed financing for scores of residential and commercial Greater Boston real estate projects.
• Garnered lucrative receivership appointments from state and local governments to manage and redevelop
foreclosed properties as a key revenue replacement strategy during recession.
• Won government and community praise, as well as media recognition, for partnering with nonprofit group to redevelop blighted neighborhoods by rehabilitating badly needed family housing.

Founding Partner and Strategic/Business Coach

SmithBarney						         	  2004-2006

Leveraged entrepreneurial and business development acumen in a more independent role, mining extensive network of business leaders to develop within six months $4 million worth of assets from ultra-high-worth individual clients. Left to devote resources, full time, to co-owned real estate company in the early stages of the market slide.

Financial Consultant

Gruntal & Co. LLC

Launched/led century-old boutique Wall Street firm’s Boston office, quickly turning it into the firm’s top-producing institutional sales team, with nearly $10 million in annual revenue, and building Gruntal’s brand identity in a new market. Orchestrated numerous IPO/secondary offering initiatives, connecting corporate leaders with investor clients.

Managing Director

EVEREN Securities

Turned Chicago company’s small Boston outpost into a top-performing office nationwide, doubling institutional revenue by building talented sales team. Effectively positioned products, and IPOs/secondary offerings, with leading portfolio managers. Tripled office size, managing sales, bond/equity trading, retail staff. Left with sale of company.

Manager and Senior Vice President

PaineWebber

Achieved national recognition – top 5 in institutional equity sales, top 7 in IPOs – in co-leading sales desk. Generated record revenues and market share for most institutional accounts, putting together investor clients and corporate leaders for Paine Webber financings. Developed major client events, including golf tournament with Arnold Palmer.

Senior Vice President

Credit Lyonnais Securities (USA) Inc 

Built strong U.S. presence for then-largest French bank, doubling revenue in co-managing equity research sales and securities trading teams. Successfully sold syndication offerings, including St. John Boutique, RJR Nabisco. Continued to generate revenue even after company pulled back, selling equity research business.

A former Fortune 500 executive, investment banker, and startup leader turned executive coach, a decade ago, I established a Leadership Development Coaching practice, providing high-impact business, executive, and career coaching. Since then, I have coached with the Harvard Business School Executive Education programs, built highly successful workforce reentry plans, and brought success to private clients at Merck, Korn Ferry, YMCA, Bank of America, PwC, and Amazon. Contact me: dhopeassociates@gmail.com

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