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.
• 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.

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.
• 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.
• 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.
• 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.
• 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.

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.
• 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.

• 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
• 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.