Jamie Griffeth, Wmcp® Email & Phone Number

New York, Ny, Us

★ Played a critical leadership role with responsibility for strategic planning, tactical execution, and day-to-day management of innovative, high-impact talent and leadership development programs for front-line and mid-level leadership across multiple business divisions.★ Designed, developed, and implemented the LMDP program to empower front-line and mid-level leaders by developing their core and advanced management/leadership skills, with additional tailoring of training content to the requirements of specific lines of business.★ Partnered closely with the Research-Based Solutions team to pilot a Communication and Influence Training Program for the Client Welcome Group within the Service and Administration division, with a second pilot program scheduled for launch in fall 2023.★ Worked cross-functionally with research, business, and people management stakeholders to develop and launch an updated version of the Leadership Exploration and Development (LEAD) program.★ Redesigned and revitalized the 27 Minutes to Better biweekly leadership topics program with a new format that helped highlight all levels of leaders and their contributions while establishing opportunities for guests and participants to interact and share knowledge. ★ Oversaw the development and launch of a program (Ascend) to initiate enterprise-wide adoption of the Lean Management Operating System (LMOS), with a focus on providing leadership training for the initial stages of the adoption process.

★ Provided strategic direction, project leadership, and subject matter expertise to a team of 65+ financial advisors across 5 branches to facilitate effective management of a large account volume and multibillion-dollar asset portfolio while ensuring regulatory compliance.★ Leveraged extensive leadership experience along with expertise in project management, financial and investment management, and client relationship management to guide and mentor the team to deliver continuous growth in the client base, revenue, and AUM.★ Applied deep knowledge of compliance requirements (including SOX, SEC, and FINRA), industry best practices, and lending SOPs in the finance industry to provide tailored advisory services that maximized ROI on client assets while minimizing risk exposure. ★ Guided team members to develop new business relationships and expand business with existing advisory clients by communicating compelling, customer-oriented value propositions that skilfully balanced external growth needs with internal risk appetite. ★ Developed robust, data-driven service level metrics as well as monitoring and reporting mechanisms to accurately evaluate financial advisor performance and provide comprehensive reporting to leadership.

New York, New York, Us

Agent licensed to sell insurance through New York Life Insurance Company.

★ Directed, mentored, and supported new agents to meet their production goals in a player-coach role while simultaneously driving personal production across multiple product lines, including life insurance, annuities, and securities. ★ Wrote multiple $1M+ cases and ranked consistently as the monthly case count leader on the team, resulting in a Summit Career Award for exceptional performance in personal production. ★ Utilized deep knowledge of financial/insurance product lines along with strong teambuilding and training skills to empower and upskill new agents to build robust client relationships and proactively anticipate and resolve client issues/escalations.★ Gathered and analyzed data from market/industry trend analysis and voice of the customer feedback to prepare recommendations and business cases for strategic improvements to product offerings and customer service standards.

★ Led and managed a team of financial advisory professionals engaging directly with clients to drive sales of retirement planning solutions, in addition to planning and executing a recruiting initiative to expand the advisory team and drive new business growth.

Exciting change to serving Christians by connecting faith and finances!!

★ Drove training, coaching, and mentoring of financial representatives (FRs) and advisors at an F500 non-profit, member-owned financial services organization, including overseeing client relationship management, FR practice building, and financial services delivery. ★ Defined and established comprehensive strategic business plans to drive FR practice growth, supported by member-oriented value propositions and messaging, data-driven goals and KPIs, and robust support networks for FRs/financial advisors. ★ Planned and executed targeted talent acquisition strategies to source, onboard, and train high-quality diverse talent for FR roles, in addition to establishing clearly defined performance management frameworks to drive FRs’ professional growth and accountability.★ Worked cross-functionally with executive leadership to establish a robust team structure and support network for FRs, resulting in FRs consistently exceeding goals and the turnaround of an underperforming FR team to a top regional performer in 12 months. ★ Trained and coached FRs on client relationship management best practices while personally leading business-critical client/member projects from initial engagement through contracting, service delivery, and closure. ★ Cultivated robust relationships with Christian churches, ministries, and communities to successfully execute community engagement efforts (including local weekly activations/events) and build a strong prospect network for FRs/advisors to drive new client acquisition.

★ Served in a multi-faceted leadership role with responsibility for strategic planning, operations and technology management, procurement, and team training and development across 7 cafés with 135+ staff managing 250+ transactions hourly. ★ Spearheaded the planning and execution of business development and client engagement/relationship-building strategies to drive new client acquisition, increase revenue generation, and maximize client retention across all 7 locations.★ Built a centralized management team to oversee all day-to-day operations, technology, supplies/procurement, and team development and training efforts while ensuring alignment of each café’s operations with organizational values and client expectations. Created and delivered comprehensive training programs to cross-functional teams on business-critical skills such as marketing, client relationship building, and effective written and verbal communications.

Lakewood, Colorado, Us

Leaning on my skills as an independent contractor and my financial/insurance background, I proceeded to get my adjusters license to help individuals and businesses with their claims needs.

Fort Worth, Texas, Us

Charlotte, Nc, Us

• Management and maintain financial products and services for property in Texas and Oklahoma• Develop and improve a portfolio of 145 properties for private bank clients• Market services to Private Bank clients in increase assets under management, currently $200+ million

St. Louis, Mo, Us

• Maintain and increase customer base each month, YTD manage and counsel over 740 accounts• 500% increase in managed assets over 6 years, from $4 million to $20 million• Earned over $180,000 in gross commissions over past 12 months• Certified Field Trainer and mentor to over 20 investment representatives• NASD issued Series 7 & 63 stock broker’s licenses & AAMS certification

• Wrote and produced 7 daily radio shows reaching over 2 million listeners • Acquired 10% increase in number of Georgia’s affiliate stations• 30% boost in total sales as a result of implementing new regional sales program for GA, AL, and FL • Increased productivity by developing digital sound filing system & network management operations

Athens, Ga, Us

• Developed and implemented 10-week short-course on economics for over 100 cattle producers• Provided leadership to interpret and integrate farm management and marketing programs• Educated public on the importance of agriculture to their lives

Master Of Business Administration (M.B.A.), Business Administration

Master'S Degree, Christian Education

Bs, Animal Science

Bs, Communications

Education record