Brian Rella

EverNext

You're talented, driven, and ambitious. You've worked hard to climb the ladder, and you’re grateful for what you have. But lately, it feels like you're stuck on a career dreadmill.

Whether you’re an aspiring executive feeling undervalued and unclear about your next steps or in the C-suite navigating high-pressure demands and critical career moves, your path forward doesn't have to feel overwhelming or uncertain.

Here's How I Can Help:

▶︎ Off the Dreadmill
My foundational program, "Off the Dreadmill," is designed specifically for aspiring executives committed to long-term career success. You'll gain access to a proven playbook—complete with actionable strategies, frameworks, and community support—that lays out a clear, intentional path toward meaningful career growth.

▶︎ Executive Career Coaching
For established leaders and C-suite executives, I offer highly personalized coaching that goes deeper, addressing strategic career growth, navigating transitions, and optimizing your performance at the highest levels. Using my proven frameworks and signature CASE method (Context, Assess, Strategize, Execute), you'll achieve measurable breakthroughs in your career trajectory and leadership impact.

This Isn’t Just About Your Career—It’s About Your Legacy.

When you perform at your highest level professionally, the benefits ripple through every area of your life. Improved career clarity and performance naturally lead to reduced stress, greater fulfillment, and deeper connections at home. While we lead with career excellence, the personal and family benefits inevitably follow.

What You Can Expect:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

Founder / Head Coach

Wells Fargo

CIB Agile Transformation Coach

Partnering with executive leadership across the Wells Fargo Corporate and Investment Bank to transition all lines of business from Program Management to an Agile Operating Model.

Executive Director

Head of Business Execution Services for Electronic Trading. 

Serve as a trusted advisor and change management leader to the COO, Head of FICC, and Head of Equities. Lead planning and execution of strategic transformation initiatives across asset classes.

BGC Partners

Partnered with business and technology executive management to develop and lead strategic programs focused on revenue growth and operational efficiency. Measurables include customer satisfaction, productivity, stakeholder transparency, cost variance, and schedule variance.

•	Led 5 product teams to deliver a new D2C RFQ platform for Fixed Income. Year 1 revenue forecast of $1.2 million.
•	Led 3 product teams to redesign the Fixed Income API offering by consolidating 4 APIs. Collaborated with sales as an SME to establish a multi-quarter pipeline of 13 clients and $1.7 million in revenue.
•	Coached global integration team leads to overhaul onboarding processes resulting in a drastic reduction in client integration time, increased client satisfaction, and greater transparency across the company.

Director

Bloomberg LP

Revitalized the Bloomberg Tradebook offering for Futures, Options, and FI. Launched a new IaaS product.

•	Conceived and launched Tradebook Market Access Infrastructure as a Service (IaaS) offering. Generated $450,000+ in recurring annual revenue in the first 7 months of going to market.

Senior Product Manager

HSBC Global Banking and Markets

Led a cross-functional, cross-business team to deliver strategic digital transformation projects.

•	Executed portfolio of algorithmic trading and UX redesign projects for fixed-income trading resulting in improved Fixed Income industry ranking from #18 to #5. 
•	Conceptualized futures and options electronic trading platform strategy. Proposed and delivered a 2-year roadmap resulting in technical debt reduction of 8 trading systems to 3. Shrank run costs $1.7 million (14%) over 2 years.

Vice President

J.P. Morgan

Directed a global team of project managers and business analysts to create and execute global electronic trading programs for Futures and Options. 

•	Increased e-trading revenues by repurposing equities algorithmic trading and analytics engine for futures & options. Increased algorithmic trading volumes by 40% YOY (2011-2012).
•	Improved straight-through processing for Futures trade allocations 200% YOY

Reval

Professional services lead for Reval’s hedge accounting software.

Senior Consultant

UBS Investment Bank

Co-head of Futures and Options Client Solutions Team.

SAC Capital Advisors

Senior Trade Floor Support

CS Technology

Staff Consultant

Get off the DREADMILL and into a Career that inspires you | Executive Career Coaching | Career Development | Job Search Strategies

This isn’t just about your career. It’s about your legacy.

I help high‑achieving leaders excel in their careers and thrive at home through my Dual Impact Leadership system. 

Whether you’re an up‑and‑coming exec feeling undervalued and unsure of your next move or a C‑suite leader under relentless pressure, you don’t have to navigate complexity alone.

We start with pinpointing your highest‑impact actions at work. When your clarity and performance improve, the effects spill over into every area of your life. As you gain momentum professionally, you’ll notice the benefits ripple out, resulting in less stress, deeper fulfillment, and a more present, connected family life.

That’s the power of Dual Impact Leadership. Strategic growth at work that naturally elevates your life at home. 

What You Can Expect Working With Me:

▶︎ Clear strategies for impactful career advancement.
▶︎ Personalized guidance for high-stakes transitions.
▶︎ Actionable tools for sustainable growth and peak performance.

Ready to step off the dreadmill and into meaningful, strategic career growth?

Let’s talk.

Book your strategy session here:

https://www.brianrella.me/

CEO and Head Coach

Career coach and job search strategist helping executives get the career they want 🎯

Step by Step Exit

Step by Step Exit is the leading "Exit Readiness" planning firm exclusively for businesses running on the Entrepreneurial Operating System (EOS®). We integrate a proprietary process, model, and tools with EOS® to maximize value and Exit Readiness for EOS business owners. Our mission is to guide entrepreneurs/owners to be always "Exit-Ready" no matter if they are looking to sell in 10 years or next month!

Visionary

EOS Worldwide

A Professional EOS Implementer® is someone who helps entrepreneurial leaders:

-Achieve companywide alignment on their vision.
-Gain real traction against that vision.
-Create healthy teams and culture through masterful EOS implementation. 

EOS Implementers use the proven, simple, and practical tools of EOS to help leaders strengthen all Six Key Components™ of their business.

Implementers are experts at:

-TEACHING every tool in the EOS Toolbox™
-FACILITATING clarity, alignment, and resolution
-COACHING EOS® purity and accountability, and helping the leadership team become its best

EOS Implementer

Chief Technology Officer

BatteriesIncluded.com

President / Entrepreneur

M&A and Wealth Transfer Conference

M&A is and has been a viable option for growth and transition. In the past several years the world has been experiencing the largest transition of wealth it has ever seen. Ten trillion dollars will transfer over the next decade.

M&A and Wealth Transfer Conference is about the JOURNEY. If you have considered M&A as a growth strategy or as a possible exit then where do you begin? Who can you speak with?

We have brought together world class experts in the Entrepreneurial world to create the M&A movie which depicts what you don't want to happen, and the book Finish Strong which outlines the members of a team you may want to have. We spoke with thousands of business owners, CPA's and M&A advisors to aggregate this information.

We bundled this information together with Strategy, Organization and Preparedness and now are presenting this to you for your journey.

Managing Director

Loftopia

Niche Retail, LLC

Various Companies

➤ Partner – American Brick Company – 06/2010 to 08/2013
➤ Board Member – Jewish Federation of Metropolitan/Tamarack Camps Niche Retail, LLC, Sylvan Lake, MI – 06/2010 to 02/2014
➤ Entrepreneur – 3D New Media, Birmingham, MI – 01/1998 to 01/2001
➤ Entrepreneur – Virtual Courtroom, Inc – Birmingham, MI – 01/1997 to 01/1998

Additional Work History

↳ Leadership Team Builder 🚀 EOS Implementer 🔥 Growth Hacker 🧡 Remote/Hybrid Teams 🧡 Digital EOS Tools & Implementation. xCTO of EOS. 25+ years of EOS exp. as an Entrepreneur & Implementer; read my story in TRACTION!

EOS has been central to my entrepreneurial journey, from working with Gino in the late '90s (even transcribing his Traction notes) to implementing EOS at Niche Retail (featured in Traction) and leading the EOS technology team, including training 1000+ Implementers and launching EOS One.  After selling my company to EOS in 2020, I've returned to my roots as an EOS Implementer and startup visionary.

I thrive on helping growing entrepreneurs, bringing a tech-forward, digital-first approach to EOS implementation (using virtual whiteboards like Miro). I work seamlessly with in-person, hybrid, and virtual teams via Zoom.  Modern tech allows me to create client-specific microsites (e.g., https://issuesolving.com/90) and even AI-powered "deep dive" podcasts of homework (e.g., the Hedgehog Concept: https://resetyourthinking.com/hhc).

With 20 years of EOS Implementer experience (both for my own companies and at EOS Worldwide), I've learned from the best, including Gino, Mike Paton, and CJ Dube. My implementation style is rooted in EOS purity, open honesty, and a focus on data-driven decisions for maximum profitability and the greater good.

Recognizing the coming "silver tsunami" of business transitions, I founded Step By Step Exit (stepbystepexit.com) to help EOS-run organizations prepare for and execute successful exits or M&As.  EOS creates well-run companies, but entrepreneurs need guidance to maximize value during transitions.  We use EOS execution concepts to combat predatory buyers and ensure optimal outcomes.

Tyler Smith

Your company can’t scale—or sell—if it still revolves around you. Succession is not about replacing the founder; it’s about future-proofing the mission. When your leadership team can run the business without you, you gain freedom and value. That’s what exit readiness looks like.

https://lnkd.in/gkVJPuVV

EOS Implementer, Author of Exit Ready for EOS & Visionary of StepByStepExit.com. 30+ years of EOS experience as an Entrepreneur, Implementer & CTO/CMO of EOS; read my story in TRACTION!

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Tyler Smith

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Tyler Smith's LinkedIn Performance

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