I am an accomplished and reputable financial services executive known for creating double-digit YOY growth and delivering results in the independent Broker/Dealer and RIA markets. Through innovation, strategic thinking, and collaboration, I develop the organizational infrastructure and workforce that drive achievement of short- and long-term growth goals. Having served in a variety of leadership roles, I honed an expansive technical and interpersonal skillset that makes me successful in devising big-picture strategy and working cross-functionally to implement the strategy on a granular level. A client-centric focus, passion for developing top-tier talent, and dedication to fostering a positive culture guides me in creating optimized corporate strategies, structures, lead generation programs, and recruitment initiatives. Noteworthy achievements and goal-breaking results that I delivered through executive leadership over strategic planning, organizational design, sales, talent development, and training initiatives include:• Served as long-standing member of Securities America Executive Committee• Designed strategy for comprehensive organizational redesign that realized over $14B in assets within first year• Fueled 35% YOY increase and led team to be on track to achieve 115% of goal for FY21 through new sales training• Created new Financial Institutions Division, which became Top-10 program and generated $25M+ in annual fees• Established new M&A Department that closed 10 B/D acquisitions and integrations for $133M in revenue• Founded investments and insurance group within the largest closely held financial institution in the U.S. Areas of expertise include:• Financial Services & Institutions• Short- and Long-Term Strategic Growth Planning• New Business Unit Creation• Organizational Design & Transformations• High-Performing Team Development & Coaching• National Recruitment, Training & Retention Initiatives• Lead Generation & Marketing Plans• Sales & Business Development Strategies• Consultative Selling Process & Training Programs• Mergers, Acquisitions & Integrations • Client Relationship Management• Culture of Excellence Creation