Business Description

Kaleen works with small teams of professionals at various levels to identify challenges and construct relevant, practical solutions for improvement in presentation, communication, effeciency and finding ways to add value and enhance service.

Her experience the last 20 years stretches across management, sales, and relationship development, primarily in the financial services industry. Kaleen is skilled in building and maintaining relationships with privately held businesses, high net worth families and individuals, providing customized solutions and services as part of an overall wealth management strategy. As a result of her approach, she has achieved over $750 million in asset acquisition, as well as innovating multiple products to meet client needs. Teams she has managed have experienced growth year over year and she has garnered respect for the time and attention she puts into herself and others as both a mentor and colleague.
Based on her background and experience, Kaleen has become a highly regarded and effective coach.  Her clients say that she is thoughtful, helpful, and maintains a true and authentic desire to help people find their inner strength and potential for success.
Kaleen earned her Bachelor of Science degree in Marketing, graduating with Honors from Boston College.  She has two daughters and lives in Naperville and currently serves on the board of directors for Naperville CARES, as well as Field of Dreams Horse Rescue and Adoption. Kaleen is also active with CASA  Kane County, as a member on both its Chairman’s Advisory Panel, as well as the Emeritus Board of Directors.

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Full Name: Kaleen Barbera

Telephone: 630-999-7312