Develop strategy, vision, and roadmaps combined with a focus on the details from planning through execution, consistently delivering extraordinary results. Anticipate needs and ensure excellence while adeptly balancing multiple projects, approaches, and customer bases.Create and lead culture change throughout large, matrixed organizations ensuring alignment to strategy and minimizing impact to people. Eliminate unnecessary work. Leverage and activate large network of strong relationships to support change efforts.Find, develop, and grow talent, creating opportunities that allow each person to be successful. Establish and foster a culture of recognition. Identify strengths and skills of individuals and design diverse teams and pairings to create new possibilities, combining resources in innovative ways to achieve substantially more.Identify, understand, and translate complex business and technology models into clear and actionable information. Ask questions to surface new understanding. Provide recommendations to executives on approaches through insightful and diplomatic communications.Recent results include: • Improved ensemble business operations to work collaboratively and efficiently. Results exceeded expectations with 96% advisor satisfaction plus 300 hours saved annually and $50,000 in cost avoided per advisor. • Established and maintained a culture of recognition increasing team participation score to 100% vs. company average of 17%.• Delivered on transformational priority supporting the practices of the top 10% of wealth management advisors to deliver a distinctive client experience while strategically managing $30M operationalTrustworthy Connector | Enthusiastic Catalyst | Detailed Strategist | Adaptable Leader | Inquisitive Learner | Pragmatic Communicator
Listed skills include Coaching, Strategic Planning, Management, Marketing, and 13 others.