San Francisco Bay Area, Silicon Valley, and the North Bay

Gerry has over 25 years of corporate leadership experience. She has held several C-level positions herself, including CEO of Charles Schwab Europe, she knows firsthand the challenges leaders face in managing increasingly complex business issues.

Gerry specializes in helping the already successful unleash their full leadership potential. She engages both a leadership philosophy and a set of tools in her coaching. Gerry utilizes insightful and effective coaching methodologies to identify generative solutions, discover untapped potential, reveal and remove self-sabotaging behaviors.

Gerry fosters trust through active listening, which helps to reveal behavioral patterns and allows her to provide direct and honest feedback. She supports clients to create sustainable solutions and new behaviors as the formula to drive results. Clients also say Gerry’s significant financial, operational and venture capital experience strengthens her ability to provide valuable insights.

Gerry helps leaders to design and create new personal practices which enhance executive presence, as well as support them in taking the right steps, acquiring the right skills, embracing the right attitude and choosing the right initiatives.


Gerry is a former executive with the Charles Schwab Corporation where she worked in various roles for seven years. Her last position there was Chief of Staff for Financial Products and Services. Prior to that, she held the titles Corporate Controller, as well as  CEO, COO, and CFO of Schwab’s International Operations.

Prior to her career at Schwab, Gerry spent seven years with a Silicon Valley venture capital company that provided secured lending to start-up companies in the high-tech and biotech industries. Gerry managed Investment Analysis & Business Planning and the Workouts & Turnaround division for this venture firm.

Gerry’s career began in public accounting with Deloitte where she specialized in Small Business Planning and Audit. After five years there, she joined one of her clients as Controller. Over the next 10 years, she held the positions of Controller, CFO and COO in a series of start-up and high growth companies.


As a former corporate executive, Gerry has in-depth experience in delivering tangible and measurable results, as well as building high-performance leadership teams.

Gerry has worked with executive and senior leaders in eCommerce, Financial Services, Software, Technology, HealthCare, Venture Capital, Insurance, Pharmaceutical, Retail, Utilities and Non-Profit.

Her affiliations include; The Institute of Coaching, International Coaching Federation, Fortune 100 Coaches Network and Women in Consulting.


Executive and Leadership Coaching and Building High-Performance Teams, High Potential Development, Succession Planning, New Leader Assimilation, Your First 100 Days in a New Executive Job




BS Accounting and Finance,
California State University
CPA and CFA Credentials


Professional Certified Coach with the International Coaching Federation (PCC)

Certified Integral Coach®, New Ventures West

Neuro-Leadership Brain-Based Coaching Certification

Master Certification from the Academy of Intuition Medicine

GetFive Career Coaching Certification


Color Code
StrengthFinders 2.0
Emotional Intelligence 2.0
Customized 360’s