Alan O'Donnell, Ma, Mba, Ricp, Chfc, Clu Email & Phone Number

Minneapolis, MN, US

Minneapolis, Minnesota, United States

• Direct the platform strategy to take Asset-Map to its next stage of growth.
• Drive roadmaps and execution across research, product, marketing, customer support, analytics, and risk management.

Contracted with Enterprise Architecture to stand up a new governance business function while driving high-priority risk mitigation efforts.

Minneapolis

• Optimized investments into people, process, technology, and change management to create a differentiated experience while addressing rapidly changing customer expectations, technology trends, and regulatory environments.
• Grew fee-based Financial Planning Services revenue 14X in <5 years, increasing client renewal rates by 20% and expanding the program from dependent on 10 advisors to adopted by hundreds.
• Fostered an employee engagement score of 96% across high-performing teams encompassing strategy, business development, marketing, technology, operations, analytics, and paraplanning.
• Partnered with legal, compliance and supervision as primary business owner for sales processes to address expectations of FINRA, the SEC, and state insurance commissioners.
• Built a back-office operations team from the ground up. Established service level agreements, a call center, quality assurance, and suitability processes. Improved ease of doing business and reduced errors on new.
• Established the vision for an integrated tech ecosystem, linking advice and decision-making tools to client portal, CRM, business insights, supervision, and books & records systems.

• Managed an agile team accountable for adoption of a multi-million-dollar software portfolio.
• Led vendor selection and implementation to create a next-gen advice tool platform. Increased utilization by >75% with no increase in annual expense.
• Accountable for regulatory compliance of tech stack across financial professional business models.
• Designed proprietary income tax insight software to significantly differentiate Thrivent’s advisors; utilized by top producers 5X as often as their peers.
• Launched a marketing analytics internship program to provide an essential business function and attract diverse talent.
• Recognized with LIMRA Rising Star in Innovation, 2017.

Greater Minneapolis-St. Paul Area

• Enabled record productivity per advisor in 2013 by taking topics that advisors were not initially proficient in, such as Social Security, and turning them into client acquisition and sales generators
• Drove client acquisition and retention through time-sensitive initiatives including the Affordable Care Act and the American Taxpayer Relief Act of 2012

Greater Minneapolis-St. Paul Area

• Developed insurance and investment sales process improvements that enabled successive years of record sales results

Greater Minneapolis-St. Paul Area

• Provided strategic input and subject matter expertise across the organization, including field, wholesaling, product development, training, and regulatory compliance

• Developed customized strategies to help clients prepare for and protect their financial future

Mba, Entrepreneurship/Entrepreneurial Studies

Master Of Arts (M.A.), Systematic Theology - Ethics

Studies driven by personal interest and faith development, especially to experience and learn with those of other faith traditions and.

Ba, Mathematics, Theology, Magna Cum Laude

Education record