COACHSOURCE - Key Persons
Allegra Sass | Allegra joined CoachSource in 2012, serving primarily as Executive Assistant to Stephen Sass. Since then, she has also gained the titles of HR associate... more
Andrea Buell | Andrea joined CoachSource in February 2023 as the Director, Coaching Services on our Technology Account Team. Andrea is a passionate coach and skilled program manager. She co-created highly successful coaching programs, managed engagements, and engaged coaches in an internal coach community. Andrea was born in Montreal Canada, moved to the US in 1999, and currently resides in Boulder, Colorado. She enjoys live blues music in small venues and riding her motorcycle through the Colorado mountains.
Angie Voorhees | Angie has been with CoachSource since the very beginning, serving as Accounting Manager. Previous to joining CoachSource, Angie worked in public accounting for over 20 years. She graduated in 1989 with a B.S. in Accounting, and lives in New Jersey with her family... more
Ann Van de Perre | Ann has more than 25 years of international corporate experience as Executive coach, strategic HR & Organization Development Executive in Fortune top 500 organisations. Ann is an in-depth guide and catalyst for boosting leader's success... more
Job Titles:
- CEO
- Founder
- Founding Partner & CEO Brian at Coachsource.Com
- See CoachSource Founder & CEO
CoachSource Founder & CEO, Brian Underhill, and Director of Client Service and Strategic Initiatives, J'Aimee Mission, Ph.D. share some of the key findings from our 2020 industry-wide research study "Executive Coaching for Results" to catalyze conversations on practice implications for organizations and internal/external coaches.
See CoachSource Founder & CEO, Brian Underhill, address what organizations can do to combat the country's struggles with race, privilege, and prejudice. He, along with a panel of experts - including CoachSource's own Zia Best, discuss ways to foster a corporate environment that encourages open dialogue and support for Black leaders.
On June 19th, CoachSource hosted a virtual panel that discussed the role that companies and their HR teams play in showing support to Black leaders as they continue to advance their organizational goals. CoachSource was honored to begin this conversation on Juneteenth (short for "June Nineteenth") a holiday commemorating the day in 1865 marking the effective end of slavery in the United States. The virtual panel was moderated by CoachSource Account Service Manager Zia Best with Brian Underhill, Founder & CEO, and CoachSource coaches Colleen Bastian, Marsha Hughes-Rease, Sachi Koto, and James Rodgers.
CoachSource's Founder and CEO Dr. Brian Underhill speaks about current trends in the executive coaching industry, including what the research says about coaching fees and what executives most want in a coach. This fun and interactive hour-long webinar took place on April 1, 2020, and was hosted by Dr. Terry Hildebrandt and Fielding Graduate University.
Brian O. Underhill, Ph.D. | Brian is CoachSource's Founder and CEO, who is an industry-recognized expert in the design and management of worldwide executive coaching implementations. Brian is the author of Executive Coaching for Results: The Definitive Guide to Developing Organizational Leaders (Berrett Koehler... more
Job Titles:
- Founding Director of the Institute of Coaching
Carol Kauffman, Ph.D. | Carol is the Founding Director of the Institute of Coaching located at McLean Hospital, Harvard Medical School where she is an Assistant Clinical Professor. She launched the annual Harvard Coaching Conferences, now given annually each September as well as...
Job Titles:
- Coach
- Executive
- Team Coaching Specialist
Dan Feldman | Dan Feldman is CoachSource's Team Coaching Specialist and an Engagement Manager. Dan is an Executive Coach who helps senior leaders build sustainable leadership and broaden their leadership style to improve influence, resilience, and team performance... more
Job Titles:
- Chief Information Officer
Dave Dowling | Dave Dowling is Chief Information Officer (CIO) at CoachSource. Working with the Executive team, Dave supports the firm through his technical leadership, vision, and expertise. He is active in and responsible for software development, data... more
Diane Bailey-Boulet | Diane joined CoachSource in December 2022 as VP, Strategy & Client Success on our Diversified Account Team. Diane has 20+ years of coaching, consulting, business development and leadership development experience. Diane earned her B.A. at Boston College and completed her coach training in Evidence-Based Coaching at Fielding Graduate University. Diane loves time with family, along with traveling, cooking, and writing. She resides in Louisville, KY.
Marshall Goldsmith, Ph.D. | Dr. Marshall Goldsmith is a world authority in helping successful leaders achieve positive, lasting change in behavior: for themselves, their people and their teams. Dr. Goldsmith was recently recognized as one of the fifteen most influential... more
Job Titles:
- Head of Internal and Executive Coaching, GSK
Helfried Albrecht | Helfried Albrecht, Ph.D. is a very experienced executive coach, leadership and organizational development consultant. Over the last 15 years, he worked with hundreds of leaders in many industries in Europe, Middle East and the US... more
Howard J. Morgan | As an executive coach, Howard Morgan has worked with international executives to successfully drive organizational change initiatives. He was named as one of the 50 top coaches globally, has been recognized as one of five coaches with "a proven track... more
Job Titles:
- Vice President of the Global Coach
Jeff Nally | Jeff Nally is the Vice President of the Global Coach Community, Group Coaching Product Specialist, and Engagement Manager at CoachSource. As the Vice President, Global Coach Community, Jeff leads the strategy, development, and connection for more than 1,100 coaches. He and his team attract, engage, and retain coaches to meet the growing demand for experienced executive coaches... more
Kate Ludeman, Ph.D. | A widely recognized executive coach and author, Kate has coached about 1,000 senior executives in a wide range of industries in the US, in all major Asian and European countries, and in many South American countries. She coached CEOs at Dell... more
Job Titles:
- in 2016 As a Billing Specialist
Kathleen Diekmann | Kathleen joined CoachSource in 2016 as a Billing Specialist. Prior to joining CoachSource, she was Director of Core Systems Operations Support at Visa and worked in Internal Audit for both Charles Schwab and Lockheed Martin. She has a B.S. in Accounting and lives in Northern California with her family.
Keiko Hsu | Keiko Hsu is the VP of Client Operations, responsible for a team of Engagement Managers serving strategic accounts at CoachSource. She also serves as an executive coach/business coach, coaching senior executives at major Fortune 100 corporations... more
Laura Parks | Laura joined CoachSource in 2019 as a Project Assistant. She has over 30 years of experience in production, project, and program management and is certified in Lean Six Sigma. Prior to CoachSource, Laura worked at HP in Silicon Valley for 20 years. Located in California, Laura enjoys hiking, skiing, sewing, and spending time with family and friends.
Job Titles:
- Founding Director of the Metacorp Group
Laurence S. Lyons, Ph.D. | Laurence is the founding director of The Metacorp Group. He is an accomplished coach, consultant, public speaker, and author, as well as a leading authority on organizational transformation. His thirty years' experience includes senior line and staff...
Laurie Lawton | Laurie first joined CoachSource part-time in April 2022 for our Finance Department. Since then, she has taken on the role of Project Manager, supporting various clients. Laurie has extensive experience in adminstrative and operational suppport across all levels of organizations. Her college focus was on Fine Arts and she currently resides in Texas.
Job Titles:
- Director, Head of Partner Development & Coaching, KPMG EMA
Job Titles:
- Senior Operating Executive
Mark Thompson | Mark C. Thompson is a senior operating executive and New York Times bestselling author with 30 years coaching high-achieving leaders, including Steve Jobs, Richard Branson, Tony Robbins and Charles Schwab. Today he is founding CEO of Sir Richard Branson's Virgin Unite Entrpreneurship Centres...
Patty Ainsworth | Patty joined CoachSource in 2009, primarily as Brian's executive assistant. Since then she previously supported Kimcee McAnally, and has also become Executive Assistant to Jeff Nally, as well as working directly with clients and coaches, as a Coach Associate... more
Scott Lund | Scott has been a CoachSource coach since 2019. He became our VP, Strategy & Client Success on our Technology Account Team in December 2022. Scott earned an MBA from The Wharton School at the University of Pennsylvania and a BA in Economics from Brigham Young University. He resides in Provo, UT with his family. He is also fluent in Norwegian and enjoys fitness and abstract photography.
J'Aimee Mission | J'Aimee, Director of Client Service and Strategic Initiatives for CoachSource, has a background in analytics, leadership, training, and project management. She has a combination of consulting, and business client service experience from her work at The Spur Group, a business management consulting firm... more
Job Titles:
- Vice President, Customer Success UK and Ireland, Salesforce
Job Titles:
- Managing Partner, COO Steve at Coachsource.Com
Teri Frangie | Teri handles Global Business Development for CoachSource. She is a business development executive who builds and leverages relationships to achieve two goals: to help organizations develop effective leaders; and to help organizations increase their results through innovative practices... more
Tracey Bertolina | Tracey leads the finance organization and has 30+ years of experience in accounting, financial planning, and acquisitions. Tracey has worked in a variety of industries and has made it an ongoing priority to improve and enhance all aspects of financial reporting and systems
Job Titles:
- Global Head of Talent and Performance Development, Bayer
Zia Best | Zia Best serves as an Account Service Manager and Diversity, Equity & Inclusion Specialist for CoachSource. As an account manager since 2017, she manages 70 corporate clients and oversees more than 200 1:1, group, and team coaching engagements per year. She works directly with global organizations...more