Provide leadership, management and direction for all operations spanning the firms multiple locations. Responsible for technology transition, facilities management, improving efficiency in new business processes, and managing staff.

Manage daily administration of the NW Region of Penn Mutual. Provide back office support to Regional Director, Regional Marketing Directors, Internal Marketing Rep and many independent Financial Professionals and their staff in the region. Additionally, worked directly with other internal customers to support the operations of the NW region.• Helped increase sales from $700k to $4M in 3 years by quickly onboarding/training new agents, expediting case management for policies, and… Show more Manage daily administration of the NW Region of Penn Mutual. Provide back office support to Regional Director, Regional Marketing Directors, Internal Marketing Rep and many independent Financial Professionals and their staff in the region. Additionally, worked directly with other internal customers to support the operations of the NW region.• Helped increase sales from $700k to $4M in 3 years by quickly onboarding/training new agents, expediting case management for policies, and building strong relationships.• Provided new business, sales, marketing, and technology support to 4 co-workers and more than 100 Financial Professionals. • Utilized process efficiencies to reduce the time for cases to be issued by approximately 33%. • Led hiring, training and onboarding of more than a hundred new agents and staff. • Prepared agent assistants to assist in submitting new business and manage outstanding requirements.• Lifted field agent e-app submissions to 97% by collaborating with sales and marketing to improve individual training. • Increased attendance to sales webinars through improved communications and outreach. • Managed multiple simultaneous projects with competing demands and priorities. • Improved business processes and efficiencies by developing a status tracking system that reduced work task redundancies.• Collaboratively coordinated ten regional conferences and events with vendors and internal stakeholders. • Launched and led five National Study Group forums where Operation Managers could meet to collaborate, discuss common challenges, and share best practices.• Won an internal marketing competition for designing a strategic recruiting campaign. • Led weekly calls with regional executives to prioritize cases, discuss new hires status, and production metrics. Show less

Manage daily operations and financials of AXA Portland branch. Motivate staff and provide operations support to the Executive Vice President, Vice Presidents, and over 35 associates. • Provided business, sales, marketing, and technology support to more than 35 agents allowing them to exceed hiring and production goals. • Coordinated with service center and agents on expedite the execution of pending cases.• Met all departmental hiring goals by leading the onboarding and… Show more Manage daily operations and financials of AXA Portland branch. Motivate staff and provide operations support to the Executive Vice President, Vice Presidents, and over 35 associates. • Provided business, sales, marketing, and technology support to more than 35 agents allowing them to exceed hiring and production goals. • Coordinated with service center and agents on expedite the execution of pending cases.• Met all departmental hiring goals by leading the onboarding and licensing process for all new agents. • Analyzed monthly P&L statements to ensure branch is operating at mandated profit margins. • Set up more than eight new vendors including purchase order and payment procedures.• Collaborated with executive leaders on strategy and new investment decisions to help manage branch profitability and achieve production goals.• Created strategies to increase revenue and maintain or reduce expenses by reviewing metrics on profitable products and designing sales campaigns.• Hired, trained and mentored staff to buy in to branch vision and to empower them on achieving goals.• Managed issue resolution on all branch systems, including: HRIS, IT, and CRM (Salesforce.com). • Negotiated a new lease with tenant improvements. • Managed branch debt collection processes. Show less

Processed daily high volume of US/Foreign Equity and Foreign exchange trades and posting trades at localexchanges for settling of securities. Managed a supervisor and staff of five• Hired and trained staff.• Coordinated new product launches with clients.• Maintained and disseminated monthly volume stats for different asset classes to upper management.• Implemented various company projects and testing efforts, including gap analysis, writing businessrequirements… Show more Processed daily high volume of US/Foreign Equity and Foreign exchange trades and posting trades at localexchanges for settling of securities. Managed a supervisor and staff of five• Hired and trained staff.• Coordinated new product launches with clients.• Maintained and disseminated monthly volume stats for different asset classes to upper management.• Implemented various company projects and testing efforts, including gap analysis, writing businessrequirements, designing system configurations, and thoroughly testing with IT group. Show less

Settled foreign equity trades at local exchanges and managed a staff.• Ensured that the various global sub-custodians and brokers had proper settlement instructions to settle trades in 45 different markets. • Created un-matched and fail reports for staff to liaise with brokers for resolution before settlement date

Ensured timely settlement of International equity trades and domestic fixed income securities. Wired high volume of funds in and out of bank.