Aaron Krause Email & Phone Number

• Perform residential real estate appraisals including all aspects of scheduling, property data collection, inspections, report writing, and final submission to clients.
• Manage relationships with clients including banks, credit unions, trust companies, attorneys, and individuals.

• Perform residential real estate appraisals including all aspects of scheduling, property data collection, inspections, report writing, and final submission to clients.

Shawnee Mission, KS, US

• Provide direct internal support and follow-up in conjunction with an External Practice Development Team and Field Leadership.
• Manage team of internal and external practice development coaches, identifying unique needs of each Advisor and implementing appropriate coaching solutions.
• Oversee all staff, communication, support programs, processes and tracking related to product, platform, Advisor workflow, program development & delivery, technology, tools and regulations.
• Lead regular leadership calls with Markets and Practice Development personnel to assist in developing solutions for engaged Advisors.
• Create, deliver and engage in regular delivery of Advisor and leader specialized content
• Field incoming inquiries to create solutions for Advisors and Field Leaders.

Shawnee Mission, KS, US

• Manage all daily operations for 2 learning depts. that are responsible for training 2,300 employees.
• Provide strategic direction for delivery of 500+ classes/year—incl. virtual, online, classroom.
• Implement new enterprise-wide learning management system for W&R University that tracks required (and elective) training, certifications, registrations, sales, activities, and conferences.
• Develop new tool within learning system that ties sales revenue performance to training completion.
• Oversee all budget approvals, vendor relationships, strategic development for 2 departments.

Shawnee Mission, KS, US

• Responsible for all training development/delivery for entire brokerage channel—incl. 300+ advisors.
• Managed all day-to-day operations and employees for delivering brokerage training.
• Negotiated strategic relationships with multiple vendors for training delivery and design.
• Coordinated, designed, delivered, acted as emcee at 4x/year training conference for 400 employees.

Shawnee Mission, KS, US

• Created, maintained and delivered training plan for entire Financial Advisors Division.
• Facilitated training delivery from internal and external subject matter experts (SMEs).
• Designed training plan for company-wide training software implementation and rollout.
• Managed multiple vendor relationships to execute training development, technology, and delivery.

Shawnee Mission, KS, US

• Designed custom e-learning training demos for field management/financial advisors in Adobe Captivate.
• Created and delivered training content for the Choice/Brokerage Platform.
• Conducted detailed training needs assessments to maximize job performance.
• Created custom user guide for SunGard Trade Surveillance and Account Opening software.

Minneapolis, MN, US

• Managed ProfessionalEdge® training program, consisting of 120 novice financial advisors.
• Created, delivered, maintained company-wide training curriculum using Captivate, Brainshark, PowerPoint, Learn.com (Learning Management System), InterCall, LiveMeeting and SharePoint.
• Co-developed project scope (budget, timelines, delivery dates), implemented continuous program design improvements and conducted status meetings.
• Key player in designing new TEAM Program for junior partners.
• Designed/managed/executed transition plans for multiple programs throughout Ameriprise merger.

Minneapolis, MN, US

• Trained/directed team of 5 financial advisors to provide investment planning to all 50 states.
• One of the top 3 revenue-producing financial advisors for 2007.
• Outperformed peer group 3-to-1 for 2007.

Minneapolis, MN, US

• Offered comprehensive financial planning to clients for mutual funds, annuity investments, life insurance, disability insurance, long-term care insurance.
• Provided outstanding customer service to new/existing accounts.
• Mentored new, incoming financial representatives in my region.

Master Of Science, Aviation Safety

Bachelor Of Science, Aviation Management