About Fin-Comm’s Principals

Bob Finder

Founder & President

Bob Finder, founder and president of Fin-CommFin-Comm is the culmination of the life’s work of Robert “Bob” Finder, a recognized consultant, teacher and thought leader in communication skill-building for financial professionals. Through Fin-Comm Bob helps individuals, teams and organizations achieve their client development goals by developing competitive advantages through critical listening, critical speaking and critical thinking.

Bob developed his approach over years of experience with national and regional financial concerns – brokerage firms, investment and wealth managers, trust companies – and law firms.

His ideology focuses on the personal element of client relationships. With all the emphasis on financial automation and technology, Bob believes that many high net worth individuals and institutions still want and need personal guidance and counsel. They want and need personal understanding and engagement from financial professionals possessing distinctive competencies and committed to uncompromising, selfless service.

Bob is known for challenging his clients and holding them to high expectations. He is a demanding practitioner but is always focused on bringing out the best in clients. While Bob’s process has its challenging moments, the payoff is satisfying and fun—to win client relationships, be the best, and separate and distance one’s self from the competition. That is what Bob is committed to helping his clients achieve.

Key Accomplishments

    • Author of The Financial Professional’s Guide to Communication, (Financial TimesPress, 2013, 2015).
    • Coaching financial professionals and teams to generate and retain multi-million dollar high net worth and institutional relationships.
    • Developing and presenting the innovative, multi-stage, multi-faceted Premier Forces communication skill-building programs and workshops to thousands of financial professionals since 2003.
    • Delivering keynote addresses, workshops and webinars for large financial firms and professional organizations.

Education, Professional Development & Licenses

B.A., University of Memphis (Summa Cum Laude)

J.D., Washington University School of Law

LL.M. in Taxation, Washington University School of Law

Certified Investment Management Analyst

Certified Investment Strategist

FINRA Series 7, 65 and 24

bobfinder@fin-comm.com
314.650.4206

 


Melissa Smith

Chief Operating Officer

With more than two decades of experience inside America’s biggest brokerage firms and banks, Melissa is an innovative leader with extensive experience developing strategic plans that generate revenue, increase new business, and enhance client loyalty. She builds strategies that are coordinated with Fin-Comm clients’ visions while being true to their values. She is known for her creative thinking, execution, and collaboration both vertically and horizontally in an organization.

As Chief Operating Officer, Melissa is responsible for coordinating with our Founder and Senior Leadership Team on the Fin-Comm strategic plan, end-to-end sales process, budgeting and resource allocation efforts, and client experience tracking. She manages vendor relationships and client contracts as well as organizes meetings and events. Melissa ensures all program initiatives align with the company’s core culture, have a defined process, and are measured to gage future success.

Key Accomplishments

  • Melissa’s skills are recognized by the International Coaching Federation. She has received countless accolades for her easy-to-understand presentation style as well as her compassionate and engaging 1:1 coaching. She has conducted more than 600 hours of professional coaching.
  • Melissa is especially adept at helping senior leaders build programs to manage through change not only for the team members in their care but also for themselves.
  • With a commitment to professional development, she is a board member for the International Coaching Federation – Charlotte, NC chapter

Education, Professional Development & Licenses

  • B.M. ED. – Ohio Northern University, Ada, OH
  • M.A. – The University of Akron, Akron, OH
  • A.C.C. – Associate Credentialed Coach from the International Coaching Federation
  • R.C.C. – Registered Corporate Coach from Advantage Coaching and Training
  • CPBA™ – Certified Professional Behavioral Analyst (DISC Behavior Assessment)
  • CPMA™ – Certified Professional Motivators Analyst (Motivators Assessment)
  • Money Harmony™ – Trained by Olivia Mellan, author of “Money Harmony

msmith@fin-comm.com
636.222.8677

 


Christy Rutherford

Senior Consultant

Christy is a recognized leadership development expert, a results-oriented coach and consultant, an inspiring keynote speaker and a prolific author.

She is the 13th African-American woman to achieve the rank of Commander in the United States Coast Guard’s history where her demographic was 0.1%.

Christy helps Fin-Comm’s clients grow, develop and evolve.  She excels at helping individuals and organizations transcend the status quo and realize their untapped potential and find their purpose – their destiny.

She is highly skilled in guiding and counseling minorities and women in the corporate and institutional environments.  Whether they are entry-level employees or C-suite officers, Christy provides tools and insights that propel careers, increase effectiveness and build trusting long-term relationships with colleagues and clients.

Key Accomplishments

  • Christy’s dedicated service to mentoring and counseling the U.S. Coast Guard’s most precious resource – its people – earned her the Captain Edward R. Williams Coast Guard Award for Excellence in Diversity.
  • Signature Keynote Addresses: “3 Keys to Unleash Your Greatest Potential,” “Navigating the Minefield of Office Politics to High Achievement,” and “Unleash Your Team’s Greatest Potential”
  • Author of Manifest Your Dreams, Philosophies of Iconic Leaders, Philosophies of Spiritual Leaders, Shackled to Success, Heal Your Brokenness, Corporate Feminology and Champions Never Tell.

Education, Professional Development & Licenses

Graduate of the Program for Leadership Development:  Accelerating the Careers of High-Potential Leaders, Harvard Business School – Executive Education.

Executive Certificate in Leadership Coaching, Georgetown University School of Continuing Education

M.B.A., Averett University, Danville, VA

B.S., South Carolina State University, Orangeburg, SC

crutherford@fin-comm.com
703.201.6511