Managed in-house all critical objectives for Cetera Financial Group and broker dealers events from brainstorming vision, scope, format, all souring, contracting, managing all details for development and onsite management to closing the budget for highly visible events. ● Liaison between CFG executives and teams, broker-dealer brands, financial advisors, strategic partners, and third-party vendors. ● CFG Wealth Management University (WMU)—Overcame unique challenges of blending diverse… Show more Managed in-house all critical objectives for Cetera Financial Group and broker dealers events from brainstorming vision, scope, format, all souring, contracting, managing all details for development and onsite management to closing the budget for highly visible events. ● Liaison between CFG executives and teams, broker-dealer brands, financial advisors, strategic partners, and third-party vendors. ● CFG Wealth Management University (WMU)—Overcame unique challenges of blending diverse interests and a non-existent companywide database to compile a list of invitees for the first events to include advisors from 11 broker-dealers. Utilized leadership, inclusion and communication skills to help the transition of the new parent company. CFG WMU created goodwill, and added value for the CFG merger gave advisors new opportunities to network and tools to help them grow their business. Show less

● Managed industry-leading business growth program that increased advisor production by 66%. ● Curbed effect of ongoing cost increases by negotiating a unique open-ended contract arrangement.Notable Career Highlight: Parent company purchased 11 broker-dealers while employed at First Allied Securities. The company formed a new umbrella company, Cetera Financial Group (CFG), with new senior management that attended all broker-dealer events. First Allied Securities was identified as… Show more ● Managed industry-leading business growth program that increased advisor production by 66%. ● Curbed effect of ongoing cost increases by negotiating a unique open-ended contract arrangement.Notable Career Highlight: Parent company purchased 11 broker-dealers while employed at First Allied Securities. The company formed a new umbrella company, Cetera Financial Group (CFG), with new senior management that attended all broker-dealer events. First Allied Securities was identified as creating the best events. Our event team was task with improving the caliber of other broker-dealer events. Promoted to umbrella company as Senior Corporate Event Planner along with being personally recognized and honored as the recipient of Employee of the Quarter Award with a monetary award. Show less

Contracted as needed to support First Financial Planners Corporate Communications Department. ● FFP National Conference events; St Louis Union Station, Atlantis Bahamas, Beaver Creek Colorado, St Louis DoubleTree. FPP Top Producer events; Paris, Mediterranean Cruise.● First Allied Securities purchased First Financial Planners, Inc in 2009.

B2B wholesale operation calling on mortgage brokers and banks.● Recruited my team from Amersco to join Decision One Mortgage (D1)● Created and coordinated successful marketing and training for D1 staff and mortgage brokers/bank relationships ● Shattered branch sales record every month as acting Branch Manager

The branch had the lowest default rate in the company with less than 2%. Created innovative sales presentations and contributed more than 30% of volume monthly. Hired, trained, and supervised a staff of account managers, production coordinators, and underwriters.● Received the Affiliate of the year award from the Missouri Association of Mortgage Brokers in September of 1998.● Consistently exceeded the expectations set forth by Amersco.