Seasoned business executive with strong general management skills and a passion for crafting outstanding customer experiences. Track record of high performance demonstrates tenacity and adaptability to address business challenges and to deliver results. I am passionate about making a difference in women’s health, wellness and longevity. My leadership expertise and transferable skills build a strong case for building successful businesses and winning teams.KEY SKILLSProduct Strategy Natural problem solver. Knack for breaking down complex problems into manageable parts, and explaining them simply. Data-driven approach, utiizing analysis, research and process mapping; as well as stakeholder input to deliver superior products and services. Customer Experience Passionate about designing and delivering exceptional customer experiences, especially for service businesses. Enjoy working to build delightful, scalable, and differentiated moments in a customer journey. Ample first-hand knowledge of remediating problems and navigating regulatory hurdles. Program Leadership Solving big challenges requires the right team, tight organization, structured decision-making, and adaptability. Love leading tough projects, inspiring the team to strive for excellence, and achieving positive outcomes for clients and the firm. Communication Strong written and verbal communicator, with experience building compelling stories to influence senior leadership and other stakeholders. Organized thinker, runs efficient and productive meetings and workshops. Empathetic but direct communicator.
Small Healthcare Businesses
-
Healthcare Growth StrategistSmall Healthcare BusinessesSan Anselmo, Ca, Us
-
Marketing Consultant & AdvisorHealthcare Companies May 2024 - PresentMarin County, California, United StatesProvide strategic guidance and project management to companies spanning naturopathic medicine, diabetes research and anti-aging skincare. Work is focused on supporting women’s health and wellness, particularly in mid-life.
-
Managing Director, Schwab Wealth Advisory Offer DevelopmentCharles Schwab Nov 2020 - Jan 2024San Francisco, California, United StatesDirected the strategy and roadmap of initiatives to transform Schwab's wealth management business, Schwab Wealth Advisory (SWA) ($150 billion assets, $1 billion revenue) delivering exceptional experiences and value to clients, and driving growth for Schwab. Led a direct team of 10, a cross-functional project team of over 100, and external strategy consultants. • Developed business case for transformation and secured $15 million in recurring annual investment; executed on first two years' of digital enhancement roadmap. • Led workshops to define and design target state client and sales rep experiences, SWA’s unique competitive positioning, and the regulatory construct required to deliver it.• Established and ran a "gold-standard" governance structure facilitating strategic decisions from the EVP level to daily project resourcing. -
Vice President, Managed Investing Client ExperienceCharles Schwab Apr 2017 - Nov 2020San Francisco Bay AreaLed team of 27 over business strategy, offer design, product management, and process improvement for retail relationship-based advisory solutions including Schwab's internal RIA, RIA referral program, and managed accounts. -
Vice President, Advisor Services MarketingCharles Schwab Nov 2013 - Mar 2017San Francisco Bay AreaLed marketing and communications to drive Registered Investment Advisor (RIA) prospect leads and deepen advisor-client engagement through the adoption of Schwab’s products and services. Managed a team of 18. -
Vice President, Etf Platform ManagementCharles Schwab Jun 2010 - Nov 2013San Francisco Bay AreaFounded and led a team to develop and execute a multi-year strategy, resulting in a superior exchange-traded funds (ETF) product category experience for investors and advisors, cementing Schwab’s leadership position with 17% market share.• Launched ETF OneSource, Schwab's commission-free ETF offering, converting internal skeptics (including the CEO) and achieving a positive ROI in 9 months.• Established new robust product category structures including operational infrastructure and education hub for ETF investors. -
Vice President, Affluent Client ExperienceCharles Schwab Apr 2007 - Jun 2010San Francisco Bay AreaManaged award-winning team of 16 to develop business strategies and execute programs to grow loyalty, retention, and assets among Schwab's affluent ($250k+) and high net worth (HNW, $1M+) retail investors, representing about 20% of clients and 80% of assets.• Enabled dedicated financial consultant relationships for an additional 100K clients (20% revenue lift).• Expanded the top-tier service model to all HNW clients, a 3x increase (11% reduction in attrition). -
Director Of Product ManagementCharles Schwab Mar 2003 - Apr 2007San Francisco, California, United StatesEstablished strong product management processes and structures for multiple product lines (Margin Loan, Cash, Trust & Estate planning), working both as an independent contributor and people manager. Managed Margin Loan business during a period of dramatic growth (>50%) to $10+B, making Schwab the market leader and increasing revenue by 40% to $300+M annually.______________________________________________________________________________________ADDITIONAL EXPERIENCEMarketing Strategy Consulting (London & San Francisco) Specializing in service businesses, led management teams and agencies to develop and revitalize brands, products and businesses. Key activities included: consumer insights and analytics, brand positioning strategy, new product/service development, market research, marketing communications plans, and workshop facilitation.Clients include: Barclays Bank, Unilever, Murphy's Irish Stout, Bodas Bodywear (interim CMO, retail clothing), Lloyds of London, Palm Inc, T-Mobile, AltaVista, Direct Line Insurance, P&O Cruise Lines
Beth Flynn, Mba Education Details
-
Industrial Engineering
Frequently Asked Questions about Beth Flynn, Mba
What company does Beth Flynn, Mba work for?
Beth Flynn, Mba works for Small Healthcare Businesses
What is Beth Flynn, Mba's role at the current company?
Beth Flynn, Mba's current role is Healthcare Growth Strategist.
What schools did Beth Flynn, Mba attend?
Beth Flynn, Mba attended Insead, Lehigh University.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial