Bill Kline Email & Phone Number

Raleigh, Nc, Us

Raleigh, North Carolina, United States

Raleigh-Durham, North Carolina Area

- Hero 7 is a software company created by a diverse group of retirement advisors and industry thought leaders striving to deliver plan sponsors and participants with improved outcomes and results- The corporate focus is to create unique retirement readiness products and services designed to measure and deliver both comprehensive retirement plan success and maximum plan governance- Hero 7 is driven to help plan sponsors meet prudence standards, protect against fiduciary risk, and achieve industry best practices with regard to truly measurable and attainable participant outcomes

Raleigh, Nc

· Led the overall revenue growth and EBITDA contribution of the practice· Achieved revenue increase from $15 million to $45 million, 5 year revenue CAGR of 25% exceeded 15% corporate target, assets under advisory increased from $13 billion to $30 billion, 15% organic revenue CAGR exceeded 10% corporate target, employee count doubled from 75 to 150 colleagues, office expansion doubled from 15 to 30 cities, maintained corporate target 25% EBITDA margins throughout· Championed collaboration throughout the Gallagher 300 office branch network to build trust, confidence, and cross-selling across varied business units and product lines· Actively managed functional support leaders overseeing Investment Research, Marketing, Finance, Human Resources, Operations, and outside vendor relations· Oversaw M&A activities including pipeline, recruitment, integration, and training· Featured as guest speaker on the topic of “financial wellbeing” at local, regional, and national Gallagher events for colleagues, clients, and prospects in all six US regions across the nation (audience range up to 500) to broaden focus of consultative offerings and drive employer activities and employee engagement around this global theme

Raleigh, North Carolina

· Managed all sales activities for a 25 person DC/DB/NQ team spread across the nation and expanded oversight to include 30 person service team focused exclusively on the day-to-day relationship management needs of our corporate retirement plan clients· Created a culture based upon teamwork and collaboration with Property/Casualty and Health Benefits business units to stimulate field activities and overall revenue growth· Integrated sales and service activities to expand organic growth and service delivery· Developed and implemented ways to drive revenue retention and best practice deliverables

Raleigh, North Carolina

· Managed all plan sales activities across a ten state region· Established a network of advisors, consultants, and centers of influence to create deal pipeline and continued revenue growth with a focus on middle to upper marketplace· Spearheaded efforts to broaden product suite to include defined benefit, defined contribution, non-qualified, and proprietary investment products and offerings

Raleigh, North Carolina

· Established a national acquisition growth strategy that generated $1 billion in new assets and expanded the company into the Mid-Atlantic and New England regions· Built strategic relations with leading record keeping firms, fund companies, and industry experts focused on growing revenue, establishing industry best practices, and leveraging joint field activities· Managed the marketing communication department which included branding, advertising, public relations, strategic alliances and collateral creation

Charlotte, North Carolina

· Built a sales team that generated $2 billion in assets spanning thirty-five states from an inherited based of $50 million in assets spanning ten states· Championed teamwork and collaboration throughout the nation with leading retirement plan advisory practices to increase new record keeping client count and overall product loyalty · Increased average revenue per salesperson every year, 150% increase in four years· Increased average new plan asset size every year, 120% increase in four years

Mba, Business

Ba, Economics