Greg Lyon Email & Phone Number

San Ramon, CA, US

Minnetonka, MN, US

Led the creation of the UHC Fraud Prevention Team, building a high performing team of fraud prevention professionals to build and enhance anti-fraud capabilities across the enterprise to prevent, detect and correct FWA. Provides fraud prevention strategic leadership, ideation of industry leading capabilities, execution of new capabilities and.

Minnetonka, MN, US

Development of a team of investigators responsible for investigating consumer allegations of marketing misconduct and fraud by sales agents distributing United Healthcare Medicare products. Led comprehensive redesign of team business model to address historical misalignment of type and volume of investigations with staffing capacity through annual volume.

Eden Prairie, MN, US

Development of innovative healthcare decision support tools and advice. Drive employer and consumer engagement by leveraging the convergence of health and wealth. Lead a team providing subject matter expertise and sales support to a variety of distribution channels for financial related health care accounts including HAS, FSA, HRA, RRA, FHRA. Led 2011/12.

Minneapolis, MN, US

Impacted P&L realizing a 50% increase in new client acquisition from referral and natural market sources with a corresponding 15% decrease in cost per client acquired. Results driven in difficult, complex environment through implementing culture change in employee advisor group. Increased volume while improving quality of new clients, providing 1:1.

Minneapolis, MN, US

Positively impacted market group P&L, increasing client acquisition volume and assets acquired by decentralizing team, which aligned with field leaders. Led team through transition, which retained and recruited top talent, expanding team. Led staff of 9 through 1 Manager and realized outstanding employee satisfaction survey results consistently exceeding.

Minneapolis, MN, US

Increased client acquisition volume and assets acquired by implementing workplace based marketing programs with advisors, significantly impacting P&L. Increased client acquisition, education, and participant satisfaction of 401K participants driving new accounts and client satisfaction. Increased sales of workplace financial planning through design.

Minneapolis, MN, US

Led staff of 5 to simplify the enrollment process for 401(k) participants realizing cost reduction of $435,000 in 401(k) enrollment process while increasing participant satisfaction. Positively impacted 401(k) product P&L increasing number of employees enrolled and deferral amounts through implementation of personalized participant projections on quarterly.

Minneapolis, MN, US

Provided leadership to a team of 10 to reduce regulatory risk by influencing proprietary product manufacturing integrating prudent compliance principles into product manufacturing process. Realized cost savings of rework, increased credibility with regulators, and increased speed to market, while reducing time for regulatory approval of products.Decreased.

Minneapolis, MN, US

Provided proactive compliance consulting to the life insurance businesses to influence the adoption of prudent compliance principles into the product manufacturing, operations, sales support, sales strategy and sales training functions.Created and implemented the first formal compliance program for multiple life insurance subsidiaries. Led a comprehensive.

Minneapolis, MN, US

Led a team of 10 compliance professionals in providing compliance operations support and oversight to 2,500 financial advisors and 60 OSJs, including resolving client complaints, conducting investigations and OSJ inspections and providing surveillance operations. Provided proactive coaching and leadership to sales leaders and registered principles to avoid.

Minneapolis, MN, US

Led a 5-member team in identifying potential compliance concerns by interpreting data from surveillance reporting and conducting and resolving the resulting investigations.Pioneered the use of a technology-monitoring tool to proactively identify and resolve potential compliance issues, which resulted in a positive impact to profitability and the client.

Minneapolis, MN, US

Led a team of 20 providing operational process leadership in processing of annuities. Directed an innovative re-design of the new business process to increase efficiency, decrease cost and improve accuracy. Integrated change management methodology to drive employee engagement. Created a first of its kind compliance suitability review process to ensure.

Minneapolis, MN, US

Partnered with sales leadership to proactively train sales on processes and systems designed to ensure regulatory compliance and client satisfaction.Designed and delivered training to sales leaders and financial advisors to avoid compliance issues in 1:1 and group settings.Conducted sales office inspections to ensure regulatory compliance, which resulted.

Minneapolis, MN, US

Partnered with sales leadership and multiple corporate office functions including operations, client service, product manufacturing, compensation and legal to resolve client complaints and regulatory investigations.Leveraged historical complaint and investigation data to proactively coach sales leaders and advisors to avoid client complaints, which.

Minneapolis, MN, US

Market comprehensive financial planning services and products to consumers and businesses to help them achieve their financial objectives.Responsible for the end-to-end sales cycle including prospecting, marketing, development, implementation and ongoing servicing of financial planning relationships.

Bachelor'S Degree, Sociology

Certified Financial Planner (Cfp) - Currently Inactive