David Sprague, Ricp® Email & Phone Number

Golden, Colorado, United States

Greater Dallas,Ft Worth Area

• Develop and implement Schwab’s annuity distribution strategy, including the company’s retail channel of 1,200+ financial consultants and their institutional channel of 7,000+ Registered Investment Advisors. • Design, staff, and manage a high performing sales team of field and phone-based resources tasked with supporting Schwab’s significant shift in this arena.

Golden, Co

• Led, developed, and implemented the marketing and distribution strategies for the industry’s 1st Listed Private Equity money management firm. • Maintained and expanded broker-dealer relationships, working to secure new distribution platforms and developed and implemented marketing programs for both the company and its partners. Notable achievements while in the position included:- Delivered results that produced $2B+ in sales, including record sales in 2009, 2010, and… Show more • Led, developed, and implemented the marketing and distribution strategies for the industry’s 1st Listed Private Equity money management firm. • Maintained and expanded broker-dealer relationships, working to secure new distribution platforms and developed and implemented marketing programs for both the company and its partners. Notable achievements while in the position included:- Delivered results that produced $2B+ in sales, including record sales in 2009, 2010, and 2011.- Executed strategy that delivered a 66% increase in sales from 2009 – 2011. Show less

Greater Denver Area/National

• Led, developed, and implemented an aggressive alternative sales and distribution strategy to market the separately managed accounts (SMA), spearheading a national rollout expected to generate $1.5B in additional sales per year. • Managed a high-performing team of 10 financial and legal professionals, including Certified Public Accountants, Certified Financial Planners, and attorneys responsible for transitioning the sales organization from a service-oriented mindset to a proactive sales… Show more • Led, developed, and implemented an aggressive alternative sales and distribution strategy to market the separately managed accounts (SMA), spearheading a national rollout expected to generate $1.5B in additional sales per year. • Managed a high-performing team of 10 financial and legal professionals, including Certified Public Accountants, Certified Financial Planners, and attorneys responsible for transitioning the sales organization from a service-oriented mindset to a proactive sales focus.• Notable achievements while in the position include:o Generated $200M in direct production for the year-end 2007 and $288M in 2008.o Successfully restructured and re-branded Jackson National Life’s Wealth Management Unit to optimize advisory service offerings to high net worth clients and key advisors. Divisional Vice President/Regional Director, Curian Capital, (2007 – 2008)• Managed, promoted, ad directed the distribution and sales efforts for the Eastern U.S. for Curian Capital, a registered investment advisor specializing in managing accounts and custom-style portfolios. • Oversaw 26 internal consultants and external regional wholesalers charged with closing sales, identifying execution inefficiencies, sharing best practices, and establishing new selling agreements with key broker-dealers. Notable achievements while in the position included:- Increased monthly sales of separately managed accounts by 105% to $64M+, setting company records in terms of total revenue, new producers, and accounts acquired over a 12-month period. - Led a region that recorded annual sales of $768M in 2007 or 64% of total company production.- Personally secured the single largest sale totaling $10M in client fees for Curian Capital. Show less

Eastern U.S.

• Managed, promoted, ad directed the distribution and sales efforts for the Eastern U.S. for Curian Capital, a registered investment advisor specializing in managing accounts and custom-style portfolios. • Oversaw 26 internal consultants and external regional wholesalers charged with closing sales, identifying execution inefficiencies, sharing best practices, and establishing new selling agreements with key broker-dealers. Notable achievements while in the position… Show more • Managed, promoted, ad directed the distribution and sales efforts for the Eastern U.S. for Curian Capital, a registered investment advisor specializing in managing accounts and custom-style portfolios. • Oversaw 26 internal consultants and external regional wholesalers charged with closing sales, identifying execution inefficiencies, sharing best practices, and establishing new selling agreements with key broker-dealers. Notable achievements while in the position included:- Increased monthly sales of separately managed accounts by 105% to $64M+, setting company records in terms of total revenue, new producers, and accounts acquired over a 12-month period. - Led a region that recorded annual sales of $768M in 2007 or 64% of total company production.- Personally secured the single largest sale totaling $10M in client fees for Curian Capital. Show less

• Led a comprehensive overhaul of the management and operational structure of the national sales desk and marketing to drive increases in revenue growth. • Orchestrated the organizational transition to a proactive sales culture that proved integral to the firm, surpassing $4B in total production. • Designed, directed, and created new marketing programs and materials to build client product knowledge and stimulate demand. • Oversaw a budget valued at $15M+ to increase total call… Show more • Led a comprehensive overhaul of the management and operational structure of the national sales desk and marketing to drive increases in revenue growth. • Orchestrated the organizational transition to a proactive sales culture that proved integral to the firm, surpassing $4B in total production. • Designed, directed, and created new marketing programs and materials to build client product knowledge and stimulate demand. • Oversaw a budget valued at $15M+ to increase total call volumes going in and out of the firm to build sales momentum. • Developed original sales training programs to optimize individual sales performance and utilized activity tracking systems to monitor follow-up calls and hold sales representatives accountable to firm revenue goals. • Integrated advanced marketing concepts into the wholesale and retail distribution process, developing and implementing efficient approached to secure client capital commitments. • Administered the popular "Turn Key" seminar program under the Seminar Systems Unit of the firm, designed to train rising account executives.• Spearheaded international re-branding efforts for Jackson National Life Insurance and its subsidiaries. Notable achievements while in the position included:- Led total call volume growth of 107% from 531,000 to 1.1M directly correlated to significant increases in overall revenue. - Directed the “Turn Key” seminar program that on-average produce graduates that reported sales increases of 250% to $660,000 per month. - Built and implemented a comprehensive training program that educated and prepared the company's internal and external sales force to support new business development initiatives across all product lines and improved job satisfaction ratings and key team members' retention.- Administered 100+ training courses to 300 individuals ranging from fundamental sales methodologies to advanced presentation and public speaking techniques. Show less