Wilbanks Partners llc’s Privacy Policy, Terms of Use & Electronic Communications Notice

Last Updated: March 10, 2019


1. Wilbanks Partners llc takes the privacy and security of your information seriously. This Policy describes Wilbanks Partners llc’s collection, use, transfer, and disclosure of your information. This Policy covers information Wilbanks Partners llc collects in connection with our Recruitment Services, Consulting Services, and Products (collectively, the “Services”). This Policy also covers information collected through:

1.1.1. websites we operate from which you are accessing this Policy (the “Site”),

1.1.2. the software applications we make available for use on or through computers or mobile devices (the “Apps”),

1.1.3. our social media pages and apps to which the Site links (collectively, our “Social Media Pages”), and

1.1.4. HTML-formatted email messages we send to you that link to this Policy (collectively, including the Site, Apps, and our Social Media Pages, the “Online Systems”).

1.2. This Policy also covers other means by which we collect information. For example, it also covers how we collect information from in-person discussions, telephone conversations, and through non-electronic communications (i.e., collection through other means than our Online Systems).


2.1.  Collection of Personal Information. In connection with our Services, we collect name, contact, and employment details, as well as other Personal Information as may be deemed necessary.

2.2.  Indirect Data and Cookies. We may automatically collect device information such as your IP address, browser, and operating system, along with information from Cookies in order to provide and maintain our Services and to present tailored advertisements that we believe are relevant to you, and provide choices on use of certain Cookies.

2.3.  Use of Personal Information and Legal Bases of Processing. We use Personal Information to respond to your inquiries, provide and maintain our Services, and to satisfy our legal rights and obligations. Where applicable, we rely on your consent, the need to perform a transaction, or satisfy our legal obligations, and our legitimate interests (to which you have the right to object), as our legal bases for processing your Personal Information.

2.4.  Disclosure of Personal Information. We share Personal Information as necessary to provide our Services, including with service providers and clients in connection with the Services, and as necessary or permitted to satisfy legal rights and obligations.

2.5.  Security of Personal Information. We maintain reasonable technical and organizational measures to protect Personal Information from loss, misuse and unauthorized access, disclosure, alteration, and destruction.

2.6.  Retention. We retain your Personal Information related to marketing activities for as long as you continue to accept such communications, and otherwise maintain your information for as long as necessary to provide the Services and satisfy legal obligations.

2.7.  Data Subject Rights. You have certain rights to access your Personal Information in order to correct, delete, port, object, or withdraw consent (such as for marketing) to certain processing of your Personal Information by contacting us as detailed below.


3.1.  Wilbanks Partners llc is an executive recruiting and organizational consulting firm. We help companies design their organization – the structure, the roles and responsibilities, as well as how they compensate, develop, and motivate their people. We also help organizations select and hire the talent they need to execute their strategy.

3.2.  Wilbanks Partners llc offers services to help companies recruit new personnel and attract talent (“Recruitment Services”). We provide Recruitment Services to clients searching for talent at the board-level, chief executive, and other senior executive positions. We also help clients find talent for middle to upper level management. Our teams also provide recruitment process outsourcing or project recruitment services to help clients attract top people. We help our clients implement their business strategy by consulting with them on strategy execution and organization design, talent strategy and work design, rewards and benefits, assessment and succession, leadership development, and other talent needs.

3.3.   Wilbanks Partners llc also has products that may be used by you or our clients to conduct assessments, participate in surveys and career coaching, conduct compensation and benefits analysis (where permitted by law), and facilitate the recruitment process (“Products”).


4.1.  We collect various categories of Personal Information in connection with the Services.

4.2.  If you submit an inquiry or question via an online form or email to our website, we collect your name, email address, or other Personal Information contained in your correspondence, including information shared in a résumé or CV.

4.3.  If you receive or participate in our executive, board search, or leadership consulting services, we collect your name, title, professional and personal contact information, demographic data, results of any assessment, survey, or questionnaire you complete, compensation[B1] , employment objectives, memberships, community involvement, details in your curriculum vitae (including your educational background, work history, and other qualifications), language skills, job performance, reputation, responses to interview questions, and financial details (to coordinate and reimburse for travel), which we collect from you or third party sources such as online searches, professional contacts, and your employer (only for our leadership consulting services).

4.4.  If you are a client or potential client, we collect your name, contact details, title or position, products or services requested, or other information that you provide including via online forms or email correspondence.

4.5.  Unless required or authorized by law, we do not process sensitive Personal Information about you unless you have affirmatively consented to this processing.


5.1.  Information Candidates provide to us: If you are a Candidate, you may provide personal information to us, for example, email your résumé to a Wilbanks Partners llc search consultant, speak with a Wilbanks Partners llc search consultant, or communicate with us in any way in connection with the Services. Furthermore, as described below, we may obtain information about you from other sources.

5.2.   You are not obligated to provide Wilbanks Partners llc any information or participate in any of the Services we offer. As such, we will consider any information we collect directly from you as having been provided voluntarily. If, however, you are unwilling to provide us with certain requested information, please understand that this may limit our ability to consider you in connection with the Services.

5.3.   Your Candidate Information Processed by Wilbanks Partners llc might contain:

5.3.1. your contact details (name, address, phone number, email address, etc.),

5.3.2. your biographical data,

5.3.3. information on your professional education,

5.3.4. your educational credentials, professional diplomas and certificates,

5.3.5. your employment and compensation history, data on your suitability for client opportunities we compile as part of our assessments of your professional profile,

5.3.6. information on your personal and professional life publicly available via social media services (e.g. Facebook, Google, LinkedIn, Twitter, etc.) or otherwise on the Internet that might be of importance to your qualification for a particular executive or similar management position, and

5.3.7. any Sensitive Personal Information you might choose to disclose to us.

5.4.  Information we collect from third party sources about Candidates: We may collect any of the above personal information about you from publicly available sources, and third parties, including, under the following circumstances:

5.4.1. Sources and Referees may disclose personal information about you;

5.4.2. our Clients may share personal information about you;

5.4.3. we may obtain information about you from publicly available third-party sources (e.g., LinkedIn, news reports, press releases); and

5.4.4. we may source personal information about you from our third-party data providers (e.g., BoardEx, Bloomberg) and degree verification/background check providers (e.g., Mintz Group). When we obtain information about you from third party providers or vendors, we take appropriate steps to ensure that such third parties are legally permitted or required to disclose such information to us.

5.5. Information Clients provide to us: Our Clients may provide us with personal information about certain Candidates in connection with our Services (for example, they may provide us with a list of Candidates they would like us to assess through the Services). We typically process this personal information as a processor on our Client’s behalf. We use that information to provide the Services to our Client and as instructed by our Client. Under these circumstances, it is our Client, as the controller, that controls what personal information about you we collect and how we use it. If you have privacy-related questions or concerns about a Client’s privacy practices or the choices a Client has made to share your information with us or any other third party, you should reach out to the Client or review their privacy policies. We are not responsible for the privacy or security practices of our Clients, which may differ from those set forth in this Notice.

5.6.   Your Candidate Information will be shared with third parties as follows:

5.6.1. Via our databases, your Candidate Information will be available to the consultants and administrative staff of Wilbanks Partners llc for the purposes of providing the Client Services;

5.6.2. Subject to our discretion, we might disclose excerpts of your Candidate Information such as your professional education and employment history with particular clients in order to confirm whether they might be interested in you as a Candidate with respect to an opening for an executive or similar management position of which they have informed us. The information disclosed will be limited to what is necessary for this purpose. We will not disclose the entirety of your Candidate Information or otherwise introduce you to any client in detail without first obtaining separate and specific consent from you.

5.6.3. As part of the Client Services, your Candidate Information may be Processed for the purposes of executing searches for potential Candidates on behalf of clients that have an opening for an executive or similar management position, assessing your suitability for client opportunities, informing you of open executive or similar management positions potentially suitable for you, introducing you to clients as a Candidate and potential future member of their management, and verifying your educational credentials, professional diplomas, and certificates, performing searches for information on your personal and professional life publicly available via social media services (e.g. Facebook, Google, LinkedIn, Twitter, etc.), on the Internet or within data you have previously disclosed to us, provided that such information might be of importance to your qualification for a particular executive or similar management position, providing integration services on behalf of a client you have been placed with by monitoring your integration with the client, speaking with all parties involved, and lending support for you to reach full effectiveness in your new role as soon as possible, approaching you, after you have been placed with a client, as a client contact for the placement of other Candidates or as a source of information about potential Candidates for third-party clients, ensuring that, after your placement with a client, you will not be recruited on behalf of another client unless you request consideration for other opportunities, and of operating the databases your Candidate Information is stored in.

5.6.4. We may share your information with any competent law enforcement body, regulatory or government agency, court, or other third party where we believe disclosure is necessary as a matter of applicable law or regulation; to exercise, establish, or defend our legal rights; or to protect your vital interests or those of any other person.

5.6.5. In the case of Candidates, Referees, and Sources, we may share your information with Clients who will need to process your information for the purposes we have described in this Notice.

5.6.6. In the case of Candidates, we may share your information with third parties who we have retained to provide services such degree and/or license verification checks, to the extent that these checks are appropriate and in accordance local laws.

5.6.7. Similarly, for Candidates we may share your information with Sources and Referees with whom we liaise in connection with providing the Services to our Clients.

5.6.8. For Sources and Referees, we endeavor to keep your information confidential from the Candidates you discuss with us, but under limited circumstances, your information may be disclosed to them.

5.6.9.  We may share your information with third party service providers (our Vendors) who perform functions on our behalf (including external consultants, business associates, and professional advisers, such as lawyers, auditors, accountants, technical support providers, and third-party travel agencies, outsourced IT and document storage providers).

5.6.10. We may share your information with a potential buyer (and its agents and advisers) in connection with any proposed purchase, merger, or acquisition of any part of our business, provided that we inform the buyer it must use your personal information only for the purposes disclosed in this Notice.

5.6.11. We may share your information with our marketing partners to send emails on our behalf.

5.6.12. At no point will your Candidate Information be matched, linked, or otherwise connected with Personal Information collected through other components of the Site for purposes other than providing Client Services. Your Candidate Data will be Processed until you revoke your declaration of consent given when sharing Candidate Data with us. Upon the revocation of your declaration of consent, we will delete your Candidate Data from all databases, to the extent allowable by law.

5.6.13. Please be assured that we do not sell your information to third parties or use the information for purposes that are incompatible with those set forth in this Notice.

5.7.  Your Data Protection Rights. You have the following data protection rights:

5.8.  If you wish to access, correct, update, or request deletion of your personal information, you can do so at any time by contacting us using the contact details provided under the Section headed “QUESTIONS” below. When asked to remove a record from our database, Wilbanks Partners llc will retain minimal personal information in order to prevent future contact, to keep a record of the information disclosed to our Clients and Candidates, and to preserve Wilbanks Partners llc’s interests in accordance with any applicable legal requirements.

5.9.  In addition, if you are a resident of the European Economic Area, you can object to processing of your personal information, ask us to restrict processing of your personal information, or request portability of your personal information. Again, you can exercise these rights by contacting us using the contact details provided under the Section headed “QUESTIONS” below.

5.10. You have the right to opt-out of marketing communications we send you at any time. You can exercise this right by clicking on the “unsubscribe” or “opt-out” link in the marketing e-mails we send you. To opt-out of other forms of marketing (such as postal marketing or telemarketing), please contact us using the contact details provided under the Section headed “QUESTIONS” below.

5.11. Similarly, if we have collected and processed your personal information with your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent. If you withdraw your consent to our Notice, you will not be able to be a part of a Wilbanks Partners llc’s search, assessment, or leadership project.

5.12. You have the right to complain to a data protection authority about our collection and use of your personal information. For more information, please contact your local data protection authority.

5.13. We respond to all requests we receive from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws.


6.1.  Information Clients provide to us:

6.1.1. We need to collect and use information about you or individuals at your organization in the course of providing the Services to you.

6.1.2. We generally only need to have your contact details or the details of individual contact(s) at your organization (such as name, telephone number, email address, and job title) to ensure that our relationship runs smoothly.

6.1.3. We hold information relating to your online engagement with Candidate profiles through our Client applications and will keep a record of our contact with you.

6.1.4. We may hold extra information about you that someone in your organization has chosen to tell us.

6.2. Information we collect from third-party sources about Clients:

6.2.1. Where appropriate and in accordance with local laws and requirements, we may seek more information about you or your colleagues from other sources generally by way of due diligence or other market intelligence including: from third-party market research and by analyzing online and offline media (which we may do ourselves or employ other organizations to do for us); from attendee lists at relevant events; and/or from other limited sources and third parties.


7.1.  Information Referees provide to us:

7.1.1. In securing a reference from you about one of our Candidates, we may process your contact details (such as name, email address, and telephone number).

7.1.2. We may process certain professional details (such as your job title, occupation, academic and professional qualifications, and employment history) and your connection to the Candidate (such your relationships to, experience with, and opinions about the relevant Candidate).

7.1.3. We generally ask the Candidates to provide us with much of this information but we may supplement it with information we collect about you from publicly available sources (such as LinkedIn) or by asking you directly.


8.1.  Information Sources provide to us:

8.1.1. We may process your contact details (such as name, email address, and telephone number), professional details (such as job title, occupation, academic and professional qualifications, and employment history) and information about your connection to our Candidate (such as your relationship to, experience with, and opinions about the relevant Candidate).

8.1.2. We may collect this information directly from you and/or from publicly available sources (such as LinkedIn).

8.1.3. In some cases, we may collect the information from our Candidates.


9.1.  Information Vendors provide to us:

9.1.1. We need a small amount of information from our Vendors to ensure that things run smoothly.

9.1.2. We need contact details of relevant individuals at your organization so that we can communicate with you.

9.1.3. We also need other information such as your bank details so that we can pay for the services you provide (if this is part of the contractual arrangements between us).


10.1. This website automatically collects certain device information such as your IP address, unique device identifier, Cookies (as discussed below), geographic data, country, browser, device operating system, application version, language settings, and pages that have been shown to you. Note, however, we do not consider this device information to be Personal Information except where we link it to you as an individual or where applicable law requires.

10.2. This website also uses small text files called cookies, tags, and other tracking technologies (collectively, “Cookies”), which are stored on your device or browser. As discussed in detail below, we use Cookies to provide our website, gather information about your usage patterns when you navigate this website in order to personalize your experience, and to understand how visitors generally use our website in order improve our website.

10.3. We also allow certain trusted partners to place Cookies on our website to collect information about how you interact with our website and other websites you visit. The information collected from these Cookies is used to provide advertising on other websites based on your interests, also known as interest-based advertising. We also use these Cookies to determine how effective our advertising efforts are in order to improve the advertisements you see.

10.4. The Cookies on our website are generally divided into:

10.4.1. Strictly Necessary Cookies: Cookies that are necessary in order to operate our website, such as maintain the security of the website. These are session Cookies that are erased when you close your browser.

10.4.2. Analytical/Performance Cookies: Cookies that allow us to recognize and count the number of people who visit our website and understand how such visitors navigate through our website. This helps to improve how our website works, by ensuring that visitors can easily find what they are looking for on our website. These Cookies are session cookies which are erased when you close your browser.

10.4.3. Functional Cookies: Cookies that improve the functional performance of our website and make it easier for you to use, including that you have previously visited our website in order to maintain your language preferences. These Cookies qualify as persistent Cookies, because they remain on your device so that we can provide the same experience during your next visit to our website.

10.4.4. Targeting Cookies: Cookies placed by trusted partners which we use to understand how visitors interact with our website and other third-party websites you visit, including the pages you have visited and the links you have followed. These Cookies qualify as persistent Cookies, because they remain on your device for us to use during a next visit to our website.

10.5. You can review your Internet browser settings, typically under “Help” or “Internet Options” for options you have to block certain Cookies. To learn more about Cookies used for interest-based advertising, and to exercise certain choices you have regarding these Cookies, please visit the Digital Advertising Alliance, Digital Advertising Alliance-Canada, European Interactive Digital Advertising Alliance as applicable, or the Network Advertising Initiative. Please also visit the following specific links for additional information and choices on certain Cookies: Google Analytics – to analyze how you use our website. Please note that by opting out of certain cookies, you will not be able to access important functions or enjoy certain conveniences of this website.

10.6. Do Not Track Disclosure. Laws such as California Business and Professions Code #22575 require us to disclose how our Site responds to Internet browser “Do Not Track” signals and/or other mechanisms that seek to provide consumers with the ability to control the collection of their Personal Information through online tracking for certain purposes, such as targeted or behavioral advertising. Please note that we do not knowingly use Personal Information collected on our Site through cookies or other technologies for targeted or behavioral advertising, or knowingly allow third parties to use our Site to do so.


11.1. Wilbanks Partners llc has reasonable organizational, technical, and administrative measures in place to protect against the loss, misuse, and alteration of Personal Information about users of the Online Systems which are under our control. Unfortunately, however, no security system, or system of transmitting information over the Internet can be guaranteed to be 100% secure.

11.2. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised or your user credentials are no longer secure), please immediately notify us of the problem by contacting us as described below.


We typically retain Personal Information related to marketing activities for as long as you accept marketing communications from us, and upon request, we will securely delete your Personal Information so that you can no longer be identified from it, in accordance with applicable law. For Personal Information that we collect and process for other purposes, as described above, we typically retain such Personal Information for no longer than the period necessary to fulfill the purposes outlined in this Privacy Policy, and as otherwise needed to address tax, corporate, compliance, litigation, and other legal rights and obligations, after which we will securely delete and/or take steps to properly anonymize your Personal Information.

12.1. Access to personal information – Data subject rights. Wilbanks Partners llc wishes to maintain Personal Information that is accurate, current, and complete. If Personal Information that you previously provided has changed, please submit your new information to the contact listed at the end of this policy statement. To opt out of marketing communications from us, please follow the instructions detailed in our communications to you.


13.1. This Policy does not address, and we are not responsible for, the privacy, information, or other practices of any other third parties.

13.2. On the Online Systems, you may have the opportunity to follow a link from or to other websites or other third parties. The inclusion of a link on our Online Systems does not imply our endorsement of the linked site. Because these other websites may not be hosted or controlled by Wilbanks Partners llc, this Policy does not address the privacy practices of those websites. We encourage you to review the privacy policies of each of those websites.

13.3. Please note that we are not responsible for the collection, usage, and disclosure policies and practices (including the data security practices) of other organizations, such as LinkedIn, Facebook, Apple, Google, Microsoft, or any other app developer, app provider, social media platform provider, operating system provider, wireless service provider, or device manufacturer, including any Personal Information you disclose to other organizations through or in connection with the Apps or our Social Media Pages.


Wilbanks Partners llc reserves the right to change or amend this Privacy Policy and from time to time at its sole discretion, as permitted by applicable law. If we make a material change to this Privacy Policy, we will post the revised policy on this web page, and obtain your consent if required by applicable law. Nothing in this Privacy Policy is intended to create an agreement or contract between Wilbanks Partners llc and any person or entity using this website or providing any Personal Information.


Wilbanks Partners llc is responsible for collection, use, and disclosure of your Personal Information under this Policy. Questions regarding this Policy should be directed to Wilbanks Partners llc at privacy@wilbankspartners.com or, if by postal mail:

Wilbanks Partners llc
263 Tresser Boulevard, 9th Floor
Stamford, CT 06901
Attn: Privacy Office


1. The use of this website (www.wilbankspartners.com) is governed by the policies, terms, and conditions of use as set forth more fully below (the “Terms”). Please read them carefully as your use of this website, including the submission of any personal information, indicates your acceptance of these Terms. Wilbanks Partners llc reserves the right to make changes to this website and these Terms at any time.


2.1. The website and all of its contents including, but not limited to, all text and images (“Content”) are owned and copyrighted by Wilbanks Partners llc with all rights reserved unless otherwise noted.

2.2. Any content that is a trademark, logo, or service mark is also a registered or unregistered trademark of Wilbanks Partners llc.

2.3. Other company names mentioned or referenced on the website may be trademarks or trade names of their respective owners.

2.4. You agree that you will not refer to or attribute any information to Wilbanks Partners llc in any public medium (e.g., press release, websites) for advertising or promotion purposes, or for the purpose of informing or influencing any third party and that you will not use or reproduce any Content of, or imply any endorsement by or relationship with, Wilbanks Partners llc.





Wilbanks Partners llc will not be liable for:

4.1. The contents of any communication, message, or information provided to Wilbanks Partners llc by you or other third parties.

4.2. The contents of any website not controlled, owned, or operated by Wilbanks Partners llc that is accessed from or linked to this website by direct or indirect means.

4.3. Any damages or injury caused by, including but not limited to, any failure of performance, error, omission, interruption, defect, delay in operation of transmission, computer virus, or line failure.

4.4. Any direct, indirect, incidental, special, or consequential damages whether in contract, tort, strict liability or otherwise, arising out of or relating to use of or inability to use this website, even if Wilbanks Partners llc has been advised of the possibility of such damages. If certain states do not allow the limitation of liability for consequential or incidental damages, the above may not apply to you.


You agree to indemnify and hold Wilbanks Partners llc, its directors, officers, employees, agents, and representatives harmless from all claims, liabilities, damages, and expenses (including attorneys’ fees and expenses) arising out of or relating to

5.1. your use of this website;

5.2. any alleged breach of these Terms.


This website is for your personal and noncommercial use.

6.1. You are granted a non-exclusive, non-assignable, and non-transferable license to use this system only under these Terms.

6.2. Except as otherwise expressly provided, you may not modify, copy, distribute, transmit, display, perform, reproduce, use, publish, license, create derivative works from, transfer, or sell any information or content contained in the system, www.wilbankspartners.com as a whole, software, products, or services obtained from or available as part of or in conjunction with this system.

6.3. The website may be used only by you, and you may not rent, lend, sub-license, or transfer the website or any data residing on it or any of your rights under this agreement to anyone else. You may not develop or derive for commercial sale any data in machine-readable or other form that incorporates or uses any substantial part of the website. You may not transfer to or store any data residing or exchanged over the website in any electronic network for use by more than one user unless you obtain prior written permission from Wilbanks Partners llc.

7.  LAW.

This website is operated by Wilbanks Partners llc. Wilbanks Partners llc makes no representation that materials in this website are appropriate or available for use in all locations. These Terms and any dispute that might arise between you and Wilbanks Partners llc, its affiliates, subsidiaries, or licensees, with respect to the website shall be governed by the laws of Connecticut, without regard to principles of conflict of laws and relevant federal laws. Irrevocable consent is hereby granted by both parties to the exclusive jurisdiction and venue for any action or dispute in the courts located in Connecticut. Use of this website is unauthorized in any jurisdiction that does not affect to all provisions of these Terms, including without limitation this paragraph.


Given the nature of these Terms, you understand and agree that, in addition to money damages, Wilbanks Partners llc will be entitled to equitable relief upon a breach of them by you.


No waiver by Wilbanks Partners llc shall be construed as a waiver of any proceeding or succeeding breach of any provision.


We may provide links to third-party websites, and some of the content appearing to be on this Site may be supplied by third parties. Wilbanks Partners llc has no responsibility for these third-party websites, which are governed by the Terms of Use and privacy policies, if any, of the applicable third-party content providers.


Each provision of the Terms shall be construed as separately applying and surviving even if for any reason one or other of those provisions is held to be inapplicable or unenforceable in any circumstances. These Terms shall be severable and construed to the extent of their enforceability in light of the parties’ mutual intent if deemed at all unenforceable by the competent court.


These Terms shall supersede any subsequent terms or conditions included within this website. We intend that these Terms constitute the entire agreement between Wilbanks Partners llc and you. Any changes to these Terms between Wilbanks Partners llc and you must be in writing and signed by both parties.


If you have any questions about this Terms of Use, please contact privacy@wilbankspartners.com or by postal mail at:

Wilbanks Partners llc
263 Tresser Blvd., 9th Floor
Stamford, CT 06901
Attn: Privacy Office


1.1.  Disclaimer:  The information contained in any Wilbanks Partners llc electronic mail message, including any attachments, may be privileged and/or confidential and is intended solely for the use of the intended recipient(s).

1.1.1. Unauthorized interception, review, use, disclosure or distribution of this electronic mail message and/or any information contained therein by any other person is strictly prohibited.

1.1.2. If you are not the intended recipient please contact the sender by replying to this message and delete the email and any attachment.

1.2. Wilbanks Partners llc reserves the right to monitor and retain electronic correspondence.