John Cosgrove Email & Phone Number

Chattanooga, Tennessee Area

The Leadership Workshop is owned and operated by Mr. John Cosgrove, MS and PhD Candidate, a seasoned leader of large and small businesses.

Led a region encompassing several markets in Central Florida extending from Orlando to Vero Beach• Orchestrated a total reversal in complex performance from a poor performing UBS operation to a leader in their market place and superior performance in the firm• Successfully recruited 20 top advisors (4 from principle competitors).• Significantly increased employee competency by developing 15 Certified Financial Planner candidates and developing an assessment process for new financial advisors that is being emulated throughout the industry today• Led a region that had been losing market share for the past 5 years to a region that is now gaining market share with its major competitors• Retained 92% of all employees hired – a leading statistic in the industry

Though only there for a short time was responsible for leading a major division of Mellon Bank that included $27 billion and 80 financial advisors.• Developed a standard of service through the institution of a ‘Champions System’ that encouraged increased competency and service excellence• Was a catalyst for ensuring honest marketing and service excellence throughout the organization

Chattanooga, Tennessee Area

Led a region comprised of 8 operations spanning 4 states including 200 employees generating over $60 million in revenues.• Complex and Manager of the Year in 2000. Only Director to achieve this success twice in the history of the firm• Rated #1 and #2 in the firm for Financial Planning in 1997 and 2000• Increased annualized business from 22% in 1996 to over 50% in 2002• Successfully recruited 22 top advisors from major competitors while hiring and retaining over 40 trainees• Rated #1 in the firm for customer service in 1997

Savannah, Georgia Area

Directed the Savannah Complex comprised of 5 offices and 100 employees generating $20 million in revenues• Complex and Manager of the Year in 1996. Rated #1 in the firm for Financial Planning in 1995• Accurately assessed future growth targets and strategic positioning critical for implementing a 3 year plan for transitioning the sales force from a stockbroker to an advisory mentality and from a “trade-based” transaction practice to fee-based consulting practice• Instituted innovative program encouraging partnering among financial advisors with expertise in a vast array of products and services. Partnership focused client solutions for achieving financial goals resulting in the complex leading the nation in revenue growth.

Cleveland/Akron, Ohio Area

Led a sales force of over 200 employees that generated over $60 million in revenues• Managed all aspects of the complex including strategically positioning the complex to consistently grow the business by 20 % each year• Developed specific targeted campaigns to educate community constituent groups. Highly sought after as keynote speaker at all levels within the complex community. • Successfully recruited over 30 top Financial Advisor’s with an unprecedented 80% retention rate.

Bay City, Mi

Managed a staff of 6 Financial Advisors and 3 support staff, while continuing to excel as a producing Financial Advisor. • Developed and implemented new business processes and client relationship practices that took the Bay City, MI office from being ranked last in growth to #2 out of 550 associate offices in one year • Coached and trained internal employees to increase personal effectiveness.Resulted in the highest ratings in every category evaluated for 2 years in a row • Nationally sanctioned speaker within the Merrill Lynch system, educating Financial Advisors and their managers on leadership, strategy, and business development

Traverse City, Mi

As a financial advisor to high net worth individuals, contributed to developing a profitable business infrastructure within Merrill Lynch. Ranked in top 125 among 14,000 for 4 years in a row for increasing business growth and maintaining strategic focus. Also ranked in top 1% in revenue production.

Bachelor Of Science (Bs), Engineering And Military Science

Master Of Science (Ms), Education & Counseling