Alex Bauman Email & Phone Number

Florida, United States

Charlotte, North Carolina Area

Full Leadership Development Program (LDP) ownership, including recruitment, onboarding, curriculum development, program management, metrics reporting, business integration, coaching, exit planning and performance cycle. Oversee day-to-day management of full program of 21 participants and managers across 4 lines of business with a strategic focus on diversity.● Managed 6 cohorts of associates through program into full-time roles by providing efficient coaching and targeted feedback.●… Show more Full Leadership Development Program (LDP) ownership, including recruitment, onboarding, curriculum development, program management, metrics reporting, business integration, coaching, exit planning and performance cycle. Oversee day-to-day management of full program of 21 participants and managers across 4 lines of business with a strategic focus on diversity.● Managed 6 cohorts of associates through program into full-time roles by providing efficient coaching and targeted feedback.● Drove integration of LDP into new line of business, increasing program line of business functions by 2.o Designed program structure for fifth LOB to be implemented in future.● Facilitated transition to new learning and development curriculum and third-party vendor to reduce program expense by over $10K.● Developed business reviews across 4 LOBs to determine future talent needs across organizations to meet future talent gaps. Show less

Charlotte, North Carolina Area

Appointed subject matter expert and managed transition of financial advisors moving from MetLife platforms to new Mass Mutual organization and systems. Trained financial advisors in new platforms, facilitating processes to ensure business readiness expeditiously, advocated for field sales during acquisition of MetLife.● Served as Field Readiness Lead for the Transition Separation Agreement (TSA) exit as Mass Mutual acquired MetLife's business, switching 5 major platforms (Smart Office to… Show more Appointed subject matter expert and managed transition of financial advisors moving from MetLife platforms to new Mass Mutual organization and systems. Trained financial advisors in new platforms, facilitating processes to ensure business readiness expeditiously, advocated for field sales during acquisition of MetLife.● Served as Field Readiness Lead for the Transition Separation Agreement (TSA) exit as Mass Mutual acquired MetLife's business, switching 5 major platforms (Smart Office to Sales Force, MetLife Securities Inc. (MSI) to MassMutual Investor Services (MMLS), etc).o Managed onsite trainings in 5 firms in field to prepare financial advisors for new systems and businessprocesses.o Served as subject matter expert on TSA project with a focus on reducing interruptions to advisor’s businessand addressing system dependencies, resulting in zero timeline delays. Show less

Charlotte, North Carolina Area

Led Metlife's client data collection team in facilitating transfer of business from advisor’s contra firm to MetLife, with emphasis on high accuracy, ease of business for advisor and client, and speed. Responsible for team performance management, resource planning, evaluation of business compatibility, as well as relationship management with recruiters, firm leaders and advisors.● Led team of 8 associates on process to transition business and conduct people development tasks, including… Show more Led Metlife's client data collection team in facilitating transfer of business from advisor’s contra firm to MetLife, with emphasis on high accuracy, ease of business for advisor and client, and speed. Responsible for team performance management, resource planning, evaluation of business compatibility, as well as relationship management with recruiters, firm leaders and advisors.● Led team of 8 associates on process to transition business and conduct people development tasks, including feedback surveys and training sessions. Managed transition of new business for newly appointed financial advisors which increased assets under management.● Built new and more efficient processes for capturing data and generating paperwork, reducing process timeline by 25%.● Drove business transfer process, leading to acquisition of $500M in assets under management in 1 year. Show less

Charlotte, North Carolina Area

Provide a premier transition and onboarding experience that results in increased advisor engagement and productivity. Support initiatives by tracking weekly candidate progress, creating guides supporting transition, auditing transition process and partnering with the recruiting team.Lead the process to collect client data and pre-population of client tranisiton paperwork to ensure a smooth client tranisiton to MetLife by working with data in excel to understand client's accounts and… Show more Provide a premier transition and onboarding experience that results in increased advisor engagement and productivity. Support initiatives by tracking weekly candidate progress, creating guides supporting transition, auditing transition process and partnering with the recruiting team.Lead the process to collect client data and pre-population of client tranisiton paperwork to ensure a smooth client tranisiton to MetLife by working with data in excel to understand client's accounts and information. Show less

New Jersey

Challenged in competitive 3-year rotational program designed to prepare associates for leadership roles, recruited for cohort of 8 out of 800+ applicants. Selected through recommendation to participate.

Bridgewater, Nj

Directly support MetLife's challenging and results driven 12-month sales training program through recruiting, assisting with program development and leadership, branding and marketing, and developing reporting metrics to measure the impact of the program.

Bridgewater, Nj

Support strategies for developing sales talent such as, Sales Leaders Conference, curriculum based training, INROADS summer interns, monthly job spotlight articles, mentoring program, and planning a Women's sales conference.

Support implementation of the innovative Retirewise program at MetLife, which includes facilitating registration, creating and providing marketing materials, and tracking performance for seminars in Houston and Phoenix areas. In 2010, started to manage customer relationships and continue to schedule further seminars and events.

Setup reports and track data for the central operations of the innovative program, retirewise.Create metrics and perform analysis for MetLife’s retirement education program, using Smart Office, eMA, CMI research data base, and FARO

Make sandwiches, assist customers; promoted to shift manager. Organize shift schedules, resolve customer complaints, and prepare store operations for next shift.

Provide parking valet services at O’Connor Hospital meet and greet hospital clients; promoted to manager. Organize personnel scheduling and staffing; solicit, interview, and hire new employees. Serve as HPS liaison to hospital management.

Bachelor Of Science, Fire Protection Technology

Associate Degree, Fire Science