Terri O'Halloran

Terri partners with our clients to strategically plan, implement, and sustain high performing sales and customer service cultures that achieve lasting, bottom-line results. Her clients have improved customer/member loyalty, increased Net Promoter Scores, accelerated bottom-line results, impacted recruiting and retention of high performers, and created highly customer-centric cultures. As a leader in a Fortune 500 Financial Services organization, Terri created and delivered management, leadership and coaching solutions for a diversity of audiences including Corporate Officers, Financial Services Professionals and Chiefs of Medical Staff. Some of Terri’s many client partnerships include: AAA, Boeing Employees Credit Union, Farm Bureau, Pacific Life, Port of San Diego, Principal Financial Group and Russell Investments. Terri’s passion and commitment has been recognized for her contributions through our Spotlight Award (for Integrity, Ethics & Teamwork), Integrity Award (Living Our Mission, Vision & Values) and Fabulous Team Member of the Year (Achievement of Personal & Team Goals). Terri has also served as a member of the world-class Integrity Solutions certification team. Terri graduated cum laude from the University of Northern Iowa and now resides in Phoenix, AZ with her husband, Rob.