developing and retaining top-performing management and sales professionals. Excellent communicator with a proven ability to establish relationships
among diverse groups. A passionate and transparent motivator who thrives on achieving challenging business goals. Build & Manage Top Performing Management/Sales Teams.
Wide-Scale Project Management. Develop/Implement Unified Sales Processes. Staff Performance Improvement. P&L Management. Focused Marketing & Advertising. New Product Introduction & Sales Training. Structure and Manage Compliance.
17 years 11 months
04/1993 - 02/2011
Executive Vice President, Regional Manager
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Type of organization:
Publicly held corporation
Full time employee
Executive (VP, SVP, etc.)
Rose from Branch Manager through several other management positions to current position. In this most recent position, built a team of 8 Senior Investment Managers with 48 Investment Managers and 851 Financial Advisors from
the ground-up. Region encompassed 1,800 branches with over $30 billion in client assets under management.
Grew managed account assets from zero to $4.5 billion in less than two years. Expanded Financial Advisors from 450 to 851 and reduced administrative staff from 250 to 60.
09/1988 - 06/1992
Louisiana Technical University
Professional Aviation, Private Pilot License
Offshore Cruising Club
Santa Catalina Island. Aircraft Owners and Pilots Association