Results-oriented financial/insurance advisory services and relationship management leader with over 15 years of experience driving growth and operational excellence in multibillion-dollar asset portfolios. I have a proven track record of building and leading high-performing financial advisor teams, establishing customer-oriented service strategies, and implementing robust processes and controls to achieve continuous growth in the client base, revenue, and assets under management (AUM).Throughout my career, I have successfully managed large financial advisory services teams, overseeing up to $35 billion in assets and serving over 600,000 client accounts. I am highly skilled in driving vision, strategy, and execution for business development, operational excellence, and turnaround initiatives. By establishing data-driven processes, systems, key performance indicators (KPIs), and controls, I have built performance-driven and accountable team cultures that consistently deliver exceptional results.Career Highlights:★ Created a Leader Manager Development Program (LMDP) for JPMorgan Investments Direct, JPMorgan Personal Advisors, and Service Centers, with 500+ participants currently enrolled in the program.★ Won the Champions of Chase Award in 2022 for developing and implementing the first 2 phases of the 4-phase LMDP initiatives, which resulted in substantial improvements in customer-centric service delivery.★ Directed and mentored a team at JPMorgan Chase comprised of 4 team leaders and 65+ financial advisors across 5 branches to effectively manage 600K+ investment accounts and $38B in assets. ★ Turned around an underperforming team at Thrivent Financial from the bottom quartile to the top 10% in the state in 12 months by establishing a robust performance management framework and targeted talent development programs. ★ Built robust relationships with 740+ accounts at Edward Jones to drive sales of investment advisory services and grow managed assets by 500% (from $4M to $20M) over 6 years while simultaneously training and mentoring 25+ investment advisors.
Listed skills include Life Insurance Strategies, Personal Finance, Team Leadership, Sales, and 29 others.