CAREER HIGHLIGHTS * 1 of 2 out of 32 to be the first regional organizations to migrate from MassMutual into GA program following acquisition from MetLife. * Leading US Market in recruiting and overall profitability out of 32 former MetLife organizations moving into GA program from MetLife. * Led project for successful integration of Smith Barney platform into Morgan Stanley due to the acquisition. Also, responsible for post integration of platform to full deployment of new CRM (SalesForce) throughout US market. * Led regional brokerage platform from 26th out of 35 to 1st overall (Production and Compliance) within 3 years of taking over both territories at Wachovia Securities. * Responsible for development of nationwide technology tool for moving accounts from retail division to call center. * Successfully promoted to positions of increased responsibility based on consistently exceeding goals and expectations.

Highlights:

• Compliance
• Human Resources
• Management
• Recruiting
• Benefits
• Compensation
• Documentation
• Integrate
• Project Management
• Project Manager