Doug Schaen Email and Phone Number
Helping transform your business with accounting, advisory, and payroll solutions. at
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Kaizen CPAs + Advisors
Doug Schaen's Location
Marquette, Michigan, United States, United States
Doug Schaen's Contact Details
Doug Schaen work email
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Doug Schaen personal email
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Doug Schaen phone numbers
About Doug Schaen
Dynamic executive with a distinctive combination of experience in Insurance, Banking, Accounting and Entrepreneurial Ventures (Telecommunications, Technology and E-Commerce). Proven professional in:- Operations (financial/process analytics, Program/project management, process improvement)- Sales and Business Development- Strategic Planning- Management (financial and personnel)
Doug Schaen's Current Company Details
Kaizen Cpas + Advisors
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Helping transform your business with accounting, advisory, and payroll solutions.
Doug Schaen Work Experience Details
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Business Solutions DirectorKaizen Cpas + Advisors Mar 2018 - PresentAntioch, Il, UsAs you grow your business, finances become more and more complex. Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential with forward-thinking advice, preparation, and planning to achieve and exceed business growth goals. Whether you need guidance and guardrails to help you deal with rapid growth, or insight on how to make your business more profitable, the team at Kaizen can help get you where you want to be. We are members of the AICPA, PASBA and ICPAS, receiving the highest possible marks via independent quality reviews of our practices and procedures. Our team is comprised of CPAs, former Internal Revenue Service agents, QuickBooks Pro Advisors and others, with a wide range of tax and financial certificates, committed to your financial health. At Kaizen CPAs + Advisors, we want to help you embrace the journey of continuous improvement to make your business and your life better every day.
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Director Business DevelopmentThebargainshow.Com Jan 2017 - Feb 2018E-commerce shopping and retailing website offering vendors big and small the opportunity to sell products supported by "live" hosted video demonstrations.
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Operations ManagerAtom Ampd Oct 2015 - Dec 2016Guide development and implementation of telephony and network solutions to small business owners.
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Relationship ManagerJpmorgan Chase Aug 2013 - Oct 2015Responsible for establishing and maintaining business relationships by satisfying individual business needs through a wide array of products and services, including; deposit and cash management, payment solutions, payroll and lending products to meet their access to capital needs. Territory covers; Antioch, Lindenhurst, Fox Lake, Spring Grove, Johnsburg, McHenry, Marengo and Woodstock.
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Relationship Banker/Registered Representative/Business Banking SpecialistJpmorgan Chase Nov 2011 - Aug 2013Series 6 and 63 licensed Registered Representative supporting consumers and business clients in Fox Lake, IL. • Responsible for establishing and maintaining consumer relationships by understanding individual banking needs and investment objectives. Enable ongoing relationships through regular needs analysis and support.• Obtain and support local business relationships by satisfying individual business needs through a wide array of products and services, including; deposit and cash management, payment solutions, payroll and lending products to meet their access to capital needs.
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Licensed Independent AgentAmerican Family Life Assurance Company Jun 2009 - Oct 2011Obtained life, accident and health insurance licenses in order to sell Aflac’s supplemental health insurance products. Completed 2 month product and sales training while building client base as a commission only authorized representative of Aflac. Licensed in IL, WI, FL, GA and NV.• Responsible for acquiring business clients to incorporate Aflac’s suite of products into their benefits portfolio. • Conducted employee enrollment meetings, facilitated application completion and managed ongoing relationships with business owners and individual policyholders.• Achieved all first year award level milestones including:Fast Start Super Fast StartFireball Super FireballTriple Crown Regional Rookie of the Year
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Independent ContractorCrestcom International Aug 2007 - Jun 2009Independent Contractor with one of the largest and most successful business management and leadership training companies in the world. Our flagship training program, "The Bullet Proof Manager" is offered in more than 50 countries and 175 major cities. 24 focused training modules covering the key management competencies of: Motivation Others, Change Management, Coaching & Mentoring, Communication, Customer Service, Negotiation, Performnnce Management, Time Management & Strategic Planning, Recruiting, Hiring, Retention and Stress Management. We also provide customized training sessions focused on the specific individual needs of our clients.
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Senior ManagerAllstate Financial Jan 2000 - Jul 2006Lincoln, Ne, UsResponsible for the implementation of operational technology within the Allstate Financial Group, managed capital and operating budgets of up to $3.5 and $2.5 million/year respectively and a staff of 22 project managers responsible for implementing systems enhancements and projects ranging from $2,000 to more than $2.1 million in scope. Significantly improved the business’s return on investment in information technology by designing and implementing a disciplined process to prioritize enhancement requests based on business benefits.Personally acted as the Business Manager for the implementation of the Automated Work Distributor (AWD) system in three service centers located in Illinois and Nebraska. Defined user requirements and worked closely with both the corporate IT staff and the vendor’s project team with a goal of improving the overall efficiency, effectiveness and accuracy of more than 600 users. Personally led a Six Sigma team that identified the opportunity to save more than $300,000/year by analyzing and determining the root causes of over 3,000 erroneous transactions. Designed system enhancements and new organization structure to ensure that appropriate controls are maintained on an ongoing basis.Prevented a precipitous loss of clients and revenue and the possibility of legal/regulatory action by reengineering the variable annuity statement rendition process, which resulted in the elimination of 50% of errors within the first quarter and 100% elimination in all subsequent quarters. Saved $.99 million/year in statement rendition costs ($55% of total cost) by leading the evaluation of the existing and potential vendors. Conducted vendor analysis; sponsored a reverse auction and led the joint Allstate/vendor project team through a successful transition to a new vendor within a 10 month period. -
Product & Financial ManagerAllstate Financial Jan 1997 - Jan 2000Lincoln, Ne, UsManaged a staff of 30 responsible for establishing new client accounts, paying broker commissions, processing account maintenance transactions, mailing and delivering statements and providing day-to-day customer service to a client base of more than 200,000. Accountability included timeliness, accuracy and efficiency of all transaction processing supporting $1.5 billion in annual annuity sales. Managed a 300% increase in customer service calls resulting from the acquisition and conversion of 20,000 new variable annuity clients from Cigna. Prevented the potential of a significant deterioration in new sales by resolving a persistent three week backlog in broker commission payments. Changed the division’s organization structure; introduced a daily reconciliation/spreadsheet process and implemented systems enhancements which enabled the staff to remit accurate payments within two days of invoice receipt.
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Operations Division ManagerAllstate Financial Jan 1993 - Jan 1997Lincoln, Ne, UsManaged a budget of $1.2 million and a staff of 32 associates responsible for processing Northbrook Life variable annuities.Achieved 100% customer satisfaction, as measured by direct customer surveys, for new business processing for the first time in company history. Managed operations through conversion from a mainframe to a PC based system without deterioration in timeliness, accuracy and customer service levels. Responsibilities included overseeing the training of end users enabling a transparent cutover.Recruited to manage a staff of six responsible for processing and settling trades arising out of Variable Annuity products and to develop and implement policies, procedures and disciplines to assure consistent and accurate fund and client record keeping and accounting. Avoided the possibility of substantial fines and penalties as well as the loss of client confidence by bringing the Unit into compliance with generally accepted accounting principles and all relevant rules and regulations within a nine-month period.Represented the variable annuity investing function on a New Product Launch Team that established and documented processes governing the entire Financial Department and which was successful in developing and implementing an internal control process that ensured compliance with all financial requirements prior to the launch of a new product or financial institution relationship.
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Systems Project Unit ManagerAllstate Financial Jan 1990 - Jan 1993Lincoln, Ne, UsManaged a staff of five project managers responsible for defining and documenting business requirements and system functionality required for new products, product extensions, legal and regulatory changes and hardware and software upgrades.
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Customer Service ManagerAllstate Financial Sep 1985 - Jan 1990Lincoln, Ne, UsPositions responsible for various operating, sales support, customer service, training, and quality assurance functions in the Company’s life insurance business. Responsibilities consisted of steadily increased responsibility in support of both proprietary and non-proprietary channels of distribution.
Doug Schaen Skills
Process Improvement
Program Management
Insurance
Leadership
Team Building
Business Analysis
Management
Training
Analysis
Sales
Process Engineering
Strategic Planning
Direct Sales
Customer Service
New Business Development
Customer Satisfaction
Expense Management
Performance Management
Six Sigma
Training Facilitation
Project Management
Recruiting
Change Management
Coaching
Budgets
Customer Relations
Communication
Doug Schaen Education Details
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Northern Illinois UniversityPublic Law
Frequently Asked Questions about Doug Schaen
What company does Doug Schaen work for?
Doug Schaen works for Kaizen Cpas + Advisors
What is Doug Schaen's role at the current company?
Doug Schaen's current role is Helping transform your business with accounting, advisory, and payroll solutions..
What is Doug Schaen's email address?
Doug Schaen's email address is ds****@****lin.com
What is Doug Schaen's direct phone number?
Doug Schaen's direct phone number is +184741*****
What schools did Doug Schaen attend?
Doug Schaen attended Northern Illinois University.
What are some of Doug Schaen's interests?
Doug Schaen has interest in Politics, Economic Empowerment.
What skills is Doug Schaen known for?
Doug Schaen has skills like Process Improvement, Program Management, Insurance, Leadership, Team Building, Business Analysis, Management, Training, Analysis, Sales, Process Engineering, Strategic Planning.
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