Roers Companies is a national multifamily real estate development, construction, and property management company based in Minnetonka, Minn. Some of my responsibilities include the buildout of RIA, Family Office, and Broker Dealer distribution platforms and navigating major challenges effectively to ensure success.• Development of Distribution Platforms: Spearheaded the development and rollout of RIA, Family Office, and Broker Dealer distribution platforms, ensuring the company's products and services reached a wider audience.• Problem Solving: Demonstrated strong analytical and problem-solving skills in overcoming complex roadblocks, particularly in due diligence review and logistical platform tracking, ensuring a seamless implementation process.

I was responsible for private alternative investment distribution in all channels, leading my team to achieve significant increases in sales and productivity.• Team Leadership: Managed and coached a team of 13 wholesalers to drive high performance and achieve ambitious sales targets, leading to individual wholesaler productivity growth of 300% in just two years.• Sales Growth: Spearheaded a remarkable 260% increase in annual sales from $330 million to $880 million within one year, and consistently improved year-over-year sales in various quarters and periods, including a 394% increase from January to May 2021-2022.• Strategic Initiative: Successfully identified and executed strategic redirection, resulting in cost savings of over $3 million in partnership platform fees and headcount expenses.• Business Development: Established and led a high-impact business development team to strengthen the firm's market presence and enhance client relationships.• Expanded Product Offerings: Drove the distribution of a diverse range of private real estate equity, debt, opportunity zone, and interval funds, expanding the company's footprint in the private wealth space.

As the Managing Director and Head of TIAA Life, I was responsible for leading the strategic direction and growth of TIAA's Life Insurance business, managing more than 150 employees and executing a three-year growth strategy that significantly enhanced profitability.• Team Leadership: Directed a team of over 150 employees dedicated to serving 200,000 clients and managing $12 billion in life assets, fostering an environment of collaboration and leadership.• Strategic Growth: Designed and executed a comprehensive three-year growth strategy that increased net profit from $63 million to over $100 million and achieved a return on capital in the mid-teens.• Technology Innovation: Leveraged innovative tools and technologies to reduce operating costs, improve the customer experience, and enhance the business's scalability, leading to streamlined underwriting and significant reductions in expenses.• Distribution Expansion: Developed and nurtured 3 rd party distribution relationships to expand the scale beyond internal participants, broadening the reach and impact of TIAA's Life Insurance offerings.• Diversity Advocacy: Pioneered efforts in diversity and inclusion, resulting in the highest percentage of women and minorities within the organization and being the torchbearer of change and inclusion at TIAA.

As the Head of Product Distribution at TIAA, I played a strategic role in developing and launching comprehensive product distribution models across multiple financial solutions. This involved a strong focus on enhancing financial planning processes to drive sales and revenue growth.• Strategic Solution Development: Successfully developed and launched comprehensive product distribution models for Managed Money, Life Insurance, Annuities, and Banking products, driving increased sales and revenue in a complex financial market.• Financial Planning Enhancement: Designed and implemented a unique Asset Location tool that significantly enhanced the utilization of comprehensive financial planning services among financial advisors.• Sales and Revenue Growth: Drove notable increases in sales and revenue across all product categories, including a 15% sales increase for Managed Money to $7.4 billion, a 31% increase in Annuities, and a 578 million increase in Bank lending and deposits. These outcomes were achieved through a combination of innovative product distribution strategies and the strategic implementation of value-added tools for financial advisors.

As the Director and National Sales Manager, I played a pivotal role in enhancing the life and annuity aspects of the TIAA advisor channel. My focus revolved around strategic planning, team leadership, and the overall improvement of premium sales and performance.• Strategic Planning: Created and implemented strategic directives, streamlined processes, and provided training to enhance the effectiveness of sales operations.• Remarkable Sales Growth: Amplified life sales by 400% and annuity sales by 200% through targeted initiatives and enhanced product knowledge.• Premium Sales Management: Transformed startup life premium sales from $26 million to over $200 million on an annual basis, showcasing efficient management and sales skills.• Team Leadership: Oversaw all aspects of the external and internal wholesaler teams, ensuring cohesive sales strategies and effective communication channels.

At Sun Life Financial, I served as the Executive Vice President of Retirement Income Solutions, overseeing U.S. sales and distribution of annuities and linked benefit products in various financial channels. In this capacity, I implemented strategic changes and leadership methodologies that significantly enhanced our sales performance and team productivity. I also played a fundamental role in rebuilding our sales and management team to drive sustainable progress and steady growth throughout my tenure.• Sales and Team Revitalization: Orchestrated the successful rebuilding of the sales and management team, which included 3 National Sales Managers, 8 Divisional Sales Managers, and 84 wholesalers, reinvigorating the overall team dynamics and capabilities for optimized performance.• Productivity Enhancement: Applied continuous improvement and efficiency-focused approaches, resulting in a remarkable 64% increase in overall productivity across various operational and sales functions through insightful process changes and performance management interventions.• Sales Growth and De-Risking Management: Achieved an exceptional 60% increase in sales, elevating the annual sales volume from $2 billion to $3.2 billion in 2009, and effectively maintained these sales levels throughout a rigorous product de-risking initiative, ensuring consistency amid unprecedented strategic shifts in our annuity product line.• Cross-Functional Collaboration and Oversight: Developed and maintained close working relationships with key internal stakeholders, including human resources, operations, compliance, marketing, and product development, facilitating a highly connected, agile approach to business operations and strategic planning.

I was responsible for leading the sales operations within the wire - regional channel while managing relationships with top financial institutions.• Sales Achievement: Successfully achieved $3.5 billion in sales within the wire - regional channel, marking the highest market share in the industry.• Key Account Management: Developed and maintained strong working relationships with top-tier firms including UBS, Smith Barney, Wachovia/AG Edwards, Morgan Stanley, Morgan Keegan, and more.• Team Expansion: Expanded the sales team by 15% and recruited 2 Division Sales Managers, contributing to improved coverage and performance.

As a National Sales Manager for the Independent Planner Channel at LINCOLN FINANCIAL DISTRIBUTORS, I played an instrumental role in enhancing performance and growth within the independent planner channel, focusing on American Legacy and Choice Plus variable annuities. I successfully directed sales and management activities, generating substantial growth and forging profitable, long-term relationships with top-tier clients, such as Edward Jones. My integral initiatives and programs not only amplified cross-channel sales success but also strategically increased divisional sales, while introducing crucial enhancements throughout the division.• Sales Expansion and Leadership: Directed a high-performing sales and management team within the independent planner channel, implementing persuasive techniques to develop exceptional, enduring relationships and stimulate exponential revenue growth with existing and prospective clients.• Strategic Program Development: Designed, integrated, and executed forward-thinking cross-channel business and sales development programs with key product leaders and stakeholders to reinforce and enhance performance throughout the enterprise's lifecycle.• Channel-based Sales Augmentation: Orchestrated the geographic growth of distribution teams across open territory locations within key regional markets, leading to a 21% increase in the division's overall regional presence and reach.

As the Western Divisional Sales Manager at Lincoln Financial Distributors, I completely rebuilt the independent sales team for the Lincoln Choice Plus variable annuity. My efforts led to a 65% increase in sales within the first year and a significant overall sales increase of 196% from 2004 to 2006. I was able to improve the internal sales process and implement growth initiatives that achieved dramatic results for the division.• Sales Team Rebuilding: Successfully reconstructed the independent sales team for the Lincoln Choice Plus variable annuity, creating a more capable and motivated team to drive sales growth.• Performance Storytelling: Developed an impactful and consistent sales narrative, resulting in a 65% increase in sales during the first year of implementation.• Revenue Growth: Led the division to achieve a remarkable 196% sales increase from 2004 to 2006, raising the product's sales from $289 million to $856 million.• Growth Initiatives: Implemented strategic changes and growth initiatives that directly led to the significant increase in product sales during my tenure.

As the Vice President, National Sales Manager at AIG SunAmerica Retirement Markets, I spearheaded sales efforts in the independent channel and amplified revenues. My core focus was on enhancing the efficiency and expertise of the sales team, thereby achieving remarkable sales growth during my tenure.• Team Leadership: Managed 2 divisional sales managers and 31 wholesalers, directing their efforts to generate sales and build strong relationships with independent financial advisors.• Sales Strategy: Devised and executed sales and distribution strategies, allowing AIG SunAmerica to achieve a 62% growth in sales from 2003 to 2004.• Training & Development: Established a comprehensive wholesaler training and mentorship program to enhance the sales team's knowledge and expertise, fostering an environment of continuous learning and development.• Interdepartmental Oversight: Effectively collaborated with internal stakeholders, including the marketing and distribution departments, to ensure seamless pipeline management and execution of marketing initiatives.

As the Vice President and Divisional Sales Manager at AIG SunAmerica Retirement Markets, I was instrumental in influencing and guiding the business team. I hired, managed, and motivated a diverse group of individuals which led to professional growth and sales performance. I played a key role in creating and executing marketing programs, leading to the success of our new product launches and establishing strong relationships with our internal and external partners. My strength in strategic thinking and execution enabled me to contribute to the overall growth and expansion of the company. I was recognized for my ability to identify potential and convert it into sustainable business against a backdrop of stringent regulatory and market challenges. My collaborative approach, both internally and externally, supported our ambitious targets. I was a coach, mentor, and ambassador, ensuring alignment and visibility across all levels. This experience helped me to advance my communication, leadership, and decision-making abilities• Wholesaler Management: Hired, managed, and motivated 14 wholesalers across the wire and independent channels for Seasons Select product line.• Marketing Strategy: Developed and implemented marketing programs resulting in top ranking from Market Metrics, through focus and disciplined execution.

As the Divisional Marketing Director at AIG SunAmerica Retirement Markets, I successfully launched a new variable annuity into the industry and was instrumental in developing a new sales region in the desert southwest. I was recognized as the Wholesaler of the Year from 2000 to 2002, and I exhibited outstanding leadership by consistently surpassing sales targets and guiding a high-performance team. In addition to my sales achievements, I implemented the Strategic Coach program in April 2001, which aimed to provide mentorship and professional development for the sales department. My strategic vision and exceptional performance allowed me to achieve a 2:1 margin lead over peer wholesalers by the end of the second year, underscoring my pivotal role in driving revenue growth and market share expansion.• Sales Leadership: Distinguished as the Wholesaler of the Year for three consecutive years, from 2000 to 2002, in recognition of outstanding sales performance and revenue generation.• Market Expansion: Developed a new sales region in the desert southwest by leveraging market insights, cultivating strategic partnerships, and driving business expansion campaigns in previously untapped territories.• Product Launch: Successfully introduced a new variable annuity into the industry, leveraging comprehensive market research, competitive analysis, and product positioning strategies to achieve robust sales and rapid adoption among target customers.

As the Regional Marketing Director at PLANCO/Hartford, I was responsible for the growth and success of product sales in the Colorado territory. Over the course of two and a half years, my contributions led to a significant increase in territory sales, as well as the successful launch of a new mutual fund family.• Sales Growth and Performance: Achieved year-over-year increases in territory sales, with a notable rise from $52 million in 1997 to $180 million in 1999, demonstrating consistent success in driving and exceeding sales targets.• New Product Launch: Successfully introduced a new mutual fund family within the territory, contributing to a #2 ranking in company-wide sales among 100 wholesalers and showcasing the ability to effectively launch and promote new products or offerings.• Territory Management: Led the transformation of overall territory ranking, moving from #32 to #3 out of 49 within the span of 2 1/2 years, indicating a significant improvement in territory performance and market position.