Bill Kline Email and Phone Number
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My expertise is in the pioneering of strong revenue streams from new geographies, new products and services, and new distribution channels across the nation.My Retirement Industry career uniquely features growth and leadership roles at advisory firms, investment firms, and record keeping firms which drive the industry. I possess the knowledge, experience, and industry presence to bring immediate visibility and success to all such firms.I am passionate that teamwork and collaboration, combined with the right amount of enthusiastic leadership, can motivate teams to exceed all expectations. This approach has served me well and has lead to strong business growth and leadership success throughout my career.
Bank Of America
View- Website:
- bankofamerica.com
- Employees:
- 232061
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Director And Employee Benefits SpecialistBank Of AmericaRaleigh, Nc, Us
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Director / Employee Benefits SpecialistBank Of America Mar 2020 - PresentRaleigh, North Carolina, United States
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Advisory Board MemberThe Hero 7 Project Jun 2018 - Mar 2020Raleigh-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
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National Practice LeaderArthur J. Gallagher & Co. Aug 2013 - Apr 2018Raleigh, 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 -
National Sales ManagerArthur J. Gallagher & Co. Jul 2011 - Jul 2013Raleigh, 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
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Sales DirectorNew York Life Insurance Company May 2008 - Jun 2011Raleigh, 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 -
Managing DirectorCaptrust Jun 2005 - Mar 2008Raleigh, 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 -
National Sales ManagerWachovia, A Wells Fargo Company Jun 2000 - May 2005Charlotte, 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
Bill Kline Skills
Bill Kline Education Details
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Business -
Economics
Frequently Asked Questions about Bill Kline
What company does Bill Kline work for?
Bill Kline works for Bank Of America
What is Bill Kline's role at the current company?
Bill Kline's current role is Director and Employee Benefits Specialist.
What is Bill Kline's email address?
Bill Kline's email address is bk****@****.rr.com
What is Bill Kline's direct phone number?
Bill Kline's direct phone number is +142545*****
What schools did Bill Kline attend?
Bill Kline attended Harvard Business School, University Of Michigan.
What skills is Bill Kline known for?
Bill Kline has skills like Leadership, Investments, Management, Business Development, Strategic Planning, Mergers And Acquisitions, Consultative Selling, Training And Development, Motivational Speaking, Cross Team Collaboration, Cross Solving, Competitive Analysis.
Who are Bill Kline's colleagues?
Bill Kline's colleagues are Nooricy Fatima, John Mcdevitt, Nalaya R., Maria Gionea, Shaimaa Mohamed, Vijaya Talasila, Sharynn Lipman.
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Bill Kline
Plano, Tx5omnigo.com, chasepaymentech.com, ambitenergy.com, travelclick.com, swmedical.org3 +121281XXXXX
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Bill Kline
Director Of Computing, Telecommunications And Media Services At University Of PittsburghBradford, Pa6pitt.edu, yahoo.com, pitt.edu, imap.pitt.edu, aol.com, hotmail.com2 +181459XXXXX
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