Description
Chief Relationship Management Executive & Head of Client Experience positioning statement An accomplished senior executive with outstanding credentials and a proven record of results in the pension and financial arena. Comprehensive experience in sales, marketing and new business development in the financial industry, including competitive analysis, market/demographic research and strategic planning. An influential leader with intrinsic talent for conceptualizing and communicating vision, fostering consensus and cohesion for achievement of common goals. competencies Executive Management & Performance Impactful Executive Leader Relationship Management Profitable Start Up Operations & Senior Team Development Organizational Leadership Strategic Planning and Partnerships Building Diverse High Performing Leadership Teams Created and coached a high performance sales team, skilled in interfacing with 2000 institutional decision makers, representing over 100 billion in assets Team productivity gains Cross-functional team building Budget administration Startup management Diversity and Inclusion Impeccable Integrity Innovative strategists Dynamic presenter Fearless Leader Driven Quintessential Rainmaker High Emotional Intelligence Motivates the Masses Create and execute against strategy Proven Client Experience Executive Public speaking & Issue Advocacy Results Orientation Creates standardized, Repeatable approaches for delivering client tailored administrative recordkeeping solutions with a passing audit. Conflict Resolution Impeccable Follow-up Skills Strong Orientation to Details Financial and human capital development Dynamic 360 degree Senior Leadership Development and Training Developed key performance scorecard measures. Created a 3 site institutional call center Created a 3 site institutional client relationship management area. Created a multi-site client transitions area for all recordkeeping products and services. Spearheaded quality assurance for three site relationship management centers serving 10,000 institutions. target companies Financial Services Governmental & Insurance Companies Consulting Firms Other Firms Financial Services * Aflac * American Express * Black Rock * Bank of America * Capital One 360 (ING Direct) * Charles Schwab * College Invest * Edward Jones * Fidelity Investments * GE Capital * Great West * Goldman Sachs * ICMA * IMA * Janus Group * Master Card * Morgan Stanley * Oppenhiemer * Principal Financial Group * RW Baird (F) * Standard Chartered Bank * State Street Global investments * Susquehanna International Group * Suntrust * T. Rowe Price * The World Bank * Transamerica * TIAA * USAA * Vanguard * Voya * Wells Fargo Governmental Entities & Insurance Companies * Fannie Mae * Acuity Insurance * Allianz Global Investors/PIMCO * Credit Suisse * BYN Mellon (Dreyfus) * JP Morgan * Met Life Insurance company Consulting Firms * BCG Consulting Firm (fortune) * EY * Deloitte * KPMG * EKS&H * PwC Other Firms * DaVita * City Year * The Container Store (F) * Credit Acceptance * Veterans United Home Loan (fortune) * Young Americans Center for Financial Education * The Daniels Fund * FINRA * University of Colorado * Colorado State University * Coca-Cola * Amazon target market and target companies Geographic Area: Denver, Colorado Atlanta, GA Charlotte, North Carolina Types of Industries: Financial Services, Consulting Firms, Insurance, Banking Size of organizations: Larger established service providers, small consulting firms, mid to large nonprofit organizations.
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