help RIA firms (Existing or Breaking Away) with transition services, Outsourced CTO; Outsourced COO; SMA sourcing or Asset Management; & Tech Stack review and creation. You are not alone as you step out and create your own future without giving up all of your future profits! We are Operations & Technology experts ready to help!We

o Senior Business Consultant, Outsourced COO & CTO to Broker Dealers, (RIA) Registered Investment Advisors, Break Away Brokers, IAR’s Transitioning to RIA or changing Custodians - Senior Transition Specialist - M&A Consultant - Operations Specialist - Change Management - Agile - SaaS - CX - CRM - Helping firms achieve successful growth and start-up companies navigate the hurdles associated with extreme growth. Owner and Business consultant to Broker Dealers, Registered Investment Advisors, Break I Started helping Non-profit start ups find their way and organize while I worked at Brokers and now I am using those skills along with 20 years of experience in Financial Services to help Break Away Brokers, IAR’s Transitioning to RIA or changing custodians - Senior Transition Specialist - M&A Consultant - Operations Specialist - Change Management - Agile - SaaS - CX - CRM - Helping firms achieve successful growth and start-up companies navigate the hurdles associated with extreme growth.

Armstrong Purselley is a full service registered investment advisory firm and IAR under Carson Partners Group LLC.

Last 6 months of tenure spent at Charles Schwab after they acquired TD Ameritrade● Senior manager and leader of fast-moving cross-functional teams with >24 direct reports; teams that have earned the highest customer satisfaction scores in the industry; responsible for change process initiatives and bridging the gap between service and sales. ● Modeling and forecasting for future employee head count. Taught techniques that build future full-time qualified associates; coaching on complex procedures and building skills & setting goals for future achievement. ● Delivery of problem-resolution and training skills, collaboration with C Suite management to ensure sustained team growth; regularly exceeding projections and sustaining near 100% CSI and Advocacy scores.● Launched pilot teams for LEAN restructuring leading to a completely new team structure; assisted in the development of management protocols and coached other managers as LEAN was implemented across the division.● Projects with (Risk) IROC members on complex situations, exceptions, and protocols to service clients while limiting risk exposure and educating relationship managers and advisors. Also assisted in crafting some WSP standards as related to CX & Principal reviews.

Large volume of M&A activity in the mortgage sector in Texas during this employment time. Consolidated all the companies in order and into a single section. All changes or moves were because of Aquisition or mergers. I maintained as a Branch Owner or Team Leader while also being a producer during these acquisitions. ● Maximized role as Branch owner, generating >$120M in revenue; achieved YOY growth of >130% annually and served as SME to industry peers; led associates in all aspects of mortgage lending, underwriting, processing, and wholesaling.● Implemented action plans to increase market share and developed new referrals by actively engaging and motivating associates through reward and recognition programs; assisted with hiring and training new associates.

● Developed new business lines, opened new markets and increased market share in the industrial business division, including industry staffing partnerships and B2B relationships for ongoing revenue streams; managed the industrial division including scheduling, staffing requirements, and a management training program

● Increased business profitability by streamlining processes, outsourcing department function and publishing >300K books, tripling production from the prior year; implemented business contingency plans and developed Standard Operating Procedures.● Negotiated new contracts for shipping rates that lowered operating costs and increased profit margins; coordinated speaking events and product sales events in hotels and convention centers nationwide.● Researched, negotiated, expanded, and outsourced manufacturing, storage, and client shipping for the distribution network.