Douglas Propeck Email & Phone Number

Overland Park, KS

• Provide individual, corporate and team coaching to help professionals close critical performance gaps, elevate individual and professional accomplishments, accelerate growth, achieve goals, foster a performance-based.
• Responsible for building an organization of successful financial advisors, utilizing company platforms for client engagement, financial planning, and advisory services.
• Build a successful client practice, focused on asset management, wealth accumulation and transfer, retirement income and distribution planning.
• Increased revenue by $3,000,000, after recruiting and coaching advisors using Cetera’s practice management and efficiency tools.
• Manage P&L up to $250,000 and drive organizational and profitable growth; successful in identifying areas of improvement and boosting efficiencies and financial excellence that lead to strong bottom line results.
• Responsible for identifying new sales opportunities, setting appointments, and generating revenue.

Overland Park, KS

• Managed territories in six key markets including Kansas City, Overland Park, Wichita, Atchison, Topeka & Hutchinson, KS.
• Recognized as one of the company’s “10 Best Organizations” in 2005, 2007 and 2009, finishing 2nd, 7th and 10th in the country, (out of 52 offices), respectively.
• Achieved dramatic turnaround in results of recruiting, advisor and management development, headcount and sales growth, profitability and adhering to compliance standards -- as the organization ranked 66th out of 66.
• Received President’s Trophy award three of five years under leadership, serving 36,000 clients, 86,000 client accounts, managing $1.08B in assets, and $2.9B of in-force life insurance.
• Shared vision of the branch and financial performance with company’s shareholders and executives.AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer/AXA Advisors, LLC, an SEC-registered investment advisor. AXA.

Chicago, IL

• Mentored a staff with expertise in compliance, communication, marketing, and client development.
• Recruited, hired, mentored, and led a core team of 18 executive leaders across divisional territory.
• Managed team of 12 direct/indirect reports with expertise in asset management, life insurance, qualified plans, financial planning, marketing, and operations -- for territory with $20M in revenue.
• Generated 12% compound annual growth across geographical territory.
• Proven ability to mentor and develop leaders within the organization.
• Built consensus that consistently created momentum to implement strategic initiatives for new product introductions, training, management development, recruiting, sales growth, client acquisition, and client service.

Peoria, IL

• Transformed branch from historically poor performance to the highest growth organization in the Midwest Division.
• Overcame branch compliance challenges; creating a culture of achievement and conformity to practice standards.
• Demonstrated ability to turnaround struggling organization through talent acquisition, team building and cultural transformation.
• Improved customer service ratings by 20%
• Consistently met/exceeded sales quotas for two years by 12%
• Grew business from $1.2 million to $2.2 Million and distinguished the branch as a leader in providing valuable financial solutions to individuals and businesses in local markets.

Overland Park, KS

• Built an organization from scratch by hiring and developing 14 new financial professionals into a highly effective team that produced over $1.2M GDC in year four.
• Developed over 60% of the financial professionals hired, over 2x the national average.
• Awarded District Development Award (1997), District Leadership Award (1999), and recognized as Kansas City Branch’s Top District Manager in those years.
• Recognized as having the top producing 1st, 2nd, 3rd and 4th year Advisors in a six state region (1999).
• Addressed problems in a confident manner and inspired confidence in staff. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer/AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network.

Overland Park, KS

• Supported 500% growth in investment related sales, rising branch ranking from 72nd to 20th (1995/1996).
• Training and development of insurance-based financial professionals in the sales of investment products and services. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer/AXA Advisors, LLC, an SEC-registered.