Create and support a network of financial planners including financial professionals from around the globe. Oversee all ongoing support and training for financial planners across the company through group presentations and web conferences. Strategically design internal workflows to align with company goals. Compile and analyze data relevant to planner performance. Promote change management initiatives regarding software rollouts and improvements in operational efficiencies. Work closely with General Counsel on regulatory filings and compliance policies and procedures.Key Contributions: - As an early employee worked on numerous product initiatives related to the client experience that advanced the company's mission of providing employees with financial wellness tools and financial advice. - Managed the process of establishing the firm as a Registered Investment Advisor with the SEC. - Created numerous tools for planner evaluation including a robust quality control program. - Improved team member development by conducting training sessions focused on presentation and communication skills, as well as the development of the firm's advice standards. - Serve as a Subject Matter Expert to the Revenue and Customer Success Verticles for planning related topics.

Directed a team of financial planners as we created a go-to-market planning product. Advised leadership regarding planning strategy at the firm. Served as a Subject Matter Expert related to utilizing and implementing planning tools. Worked closely with all internal team members including developers and engineers to improve our planning product. Created processes and procedures for the successful delivery of financial advice and guidance.

Created and developed the financial planning product. Collaborated cross-departmentally with Marketing, Engineering, and Product divisions in the creation of a direct-to-consumer financial planning offering as well as an investment product offering. Designed and implemented strategies for ongoing servicing of customers through the delivery of financial advice.

Promoted change management initiatives around new software and technology rollouts to ensure operational efficiencies and successful implementations. Trained and supported education for Financial Planners nationwide through onsite group presentations, office visits, and virtual web conferences. Designed strategic internal workflows to align with company goals, compiled and analyzed data relevant to digital products and services.

Led a team of Financial Planners, providing direction and leadership in the areas of personnel performance, client satisfaction, and quality of financial advice. Coached and mentored team members in delivering planning recommendations and interactions with clients. Collaborated with the VP of Planning to foster team growth.

Prepared and provided financial recommendations to clients based on risk and financial objectives. Collaborated with internal partners to train new employees on company policies, procedures, and software systems. Represented the organization as a Spokesperson at regional community events.

Responsible for managing daily operations of the Firm that generated over $3M in annual revenue in addition to personal client financial planning and services. Oversaw the hiring and training of all team members. Addressed Compliance and Legal Requirements to meet industry standards. Analyzed financial goals and investment performance, and integrated strategic initiatives to grow and expand the firm’s customer base. Project Managed integration of all new technical software and planning programs.

Analyzed market trends, conducted investment research, and client portfolio performance. Met with clients to discuss financial goals and objectives and prepared investment recommendationsEmployed under Lee Johnson Capital Management LLC - Organizational Rebranding March 2018