Increased engagement and retention of financial representatives through systematic and personalized onboarding experience. Analyzed metrics to diagnose and solution timely process adjustments. Partnered with internal and externals leaders and vendors to create continuous improvement and implement effective development programming.• Identified, placed and created training for top talent, increasing personnel from 35 to 70 over 6 years• Contributed to strategic business planning and evaluation to increase production from $3 to $5 million over 4 years• Achieved 45% retention rate of candidates to financial advisor small business ownership• Created career roadmap for first five years with benchmarks for success of financial advisors• Designed business owner training and reference materials for becoming a first-time employer

Oversaw office operations including human resource management of office and Managing Director teams. Collaborated on leadership team to institute environment of best practice for talent acquisition, onboarding and career development. Consulted advisors on talent recruitment and management processes.• Boosted engagement, culture and retention with thoughtfully executed employee experiences, emphasizing inclusion• Developed high performance office staff team creating business succession opportunities• Exceeded industry standards of compliant and organized procedures, handbooks and records• Established resource partnerships through trusted relationships across organizational structure• Designed intern orientation week to prepare, engage and identify emerging leaders

Acted as HR Generalist and lead associate to support and manage a financial planning practice. Created processes to sustain sales cycle activity allowing for efficiency and growth of client base. Researched and integrated business strategies to elevate the practice and its people to continue successful trajectory.• Helped grow and manage book of business from $90k to $500k in 4 years• Developed small business team from sole administrator to a group of five over 6 years• Selected to join Field Staff Advisory Team to collaborate and promote career development company-wide