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Recruited to define direction, vision, strategy, and growth plans for FA’s and a team of 7 business development professionals• Developed a strategic vision for territory management and financial advisor tools• Expanded revenue from $139 to $214 million through the introduction and promotion of the FA platform• Improved the on-platform adoption rate from 30% to 70%• Increased total advisory revenue from 29.9% to 42.5%• Accelerated revenue at a compounded annual growth rate of 12.6%• Recruited 150+ FA’s with over ~$800 million in AUM• Achieved efficiencies and economies of scale by collaborating as a thought partner with the firm president to integrate internal and external teams• Grew new account openings by 22.1%

Recruited to drive new revenue and retain clients in collaboration with Regional Managers• Coached and consulted 500+ leading financial advisor teams focused on practice management issues, including structure, roles, and responsibilities, client segmentation, employee engagement, and conflict resolution• Optimized FA revenue and use of firm’s platform by developing a strategy for driving partnerships among retail FA’s• Revitalized the Advisor Insights website to spotlight Financial Advisors with a specialty

Recruited to drive strategy and overall direction for the firm• Established a Northeast territory• Built a pipeline of candidates for the Northeast, Midwest, and Southeast territories

Promoted to help build and deliver the sales coaching program for top FA’s designed to develop, acquire, and retain clients• Coached 50+ advisors (22 received UBS Wealth Advisor accreditation)• Generated $19 million in recruitment revenue through the collaborative redevelopment of a sales coaching process• Established firm-wide best practices for the sales leadership team• Achieved highest firm-wide satisfaction scores within the market area by transforming corporate culture

Recruited to lead 25 financial advisors responsible for producing $6 million in annual revenue• Overhauled operations to become a profitable branch within 12 months by eliminating underperforming advisors and reducing operating costs• Increase total revenue by 50% through aggressive recruiting and organic growth• Improved operational efficiencies by promoting the use of online services

Promoted for overseeing 70+ advisors responsible for generating $20 million in annual revenue• Recruited and trained a sales force, including 20+ new FA’s• Retained over 95% of FA’s by focusing on individual needs, including facilitating continuing education, supporting marketing efforts, and hosting regional events• Provided strategic direction, including sales and marketing tactics, investment strategies, and professional development

Recruited as a sales manager to support the opening of a satellite branch • Managed $35 AUM• Achieved annualized production of $300,000