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An established C-Level Executive with proven experience in leading multiple growth-oriented companies within the financial services industry. An expert in building strategic plans that position companies to reach near-term and long-range goals and objectives. Adds value by creating corporate cultures built upon collaboration, communication, and delivering measurable results.Areas of Expertise:★ Forecasting & Budgeting | ★ P&L Management | ★ Margin & EBITDA Improvement | ★ Project & Program Leadership★ Cross-Functional Collaboration | ★ Client Relationship Management | ★ Leading Multiple Departments★ Executive Coaching & Mentoring | ★ Mergers & Acquisitions (M&A) | ★ Financial Sector Compliance★ Executive Leadership | ★ Strategic Planning & Execution | ★ Business Plan Development★ Financial Services Sector | ★ Long-Range Planning | ★ Profitability & Growth☛ Feel free to contact me – ☎️ 480.278.4381 | 📧 JPWinAZ@gmail.com
Dynamic Capital Investments
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Chief Executive OfficerDynamic Capital Investments 2023 - Present► Once the purchase of the broker-dealer was complete, take over as CEO to lead the strategic vision.► Establish the Holding company LLC for Dynamic Capital and registered it in Delaware.► Register DCI in all 50 states, the US Virgin Islands, Puerto Rico, and Washington DC.► Oversee all budgeting, expenses and capital raises for the firm.► Build all internal systems and procedures.
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EvpFoundations Investment Advisors 2022 - 2023► Recruited, relocated, and hired to buy and build an affiliated broker-dealer for FIA.► Successfully identified and purchased a clean, shell broker-dealer for the firm.► Oversaw all regulatory approvals through Finra for the purchase of the firm. -
Chief Operating OfficerProspera Financial 2018 - 2021► Recruited to the institution to develop and lead the strategic direction of the Operations, Transitions, Technology, and Innovation departments.► Lead a 3-member, Director-level team and 20+ indirect cross-functional reports. ► Serve as a key member of the Executive Committee making critical decisions regarding processes, procedures, workflows, and systems. ► Maintain cost structure while continuing to drive customer satisfaction.► Facilitated $2B+ in AUM to the platform by leading 23 new advisor transitions; owned the first Signix Runsub transition on the First Clearing platform. -
Sr. Advisor To The Executive CommitteeEvery Income Capital Distributors 2017 - 2018► Strategic advisor to the Executive Committee of Every Income Capital Distributors, providing guidance and recommendations on all product sourcing, as well as research and development. ► Established the company’s long-term corporate strategy, as well as the broker-dealer, compliance, and product due diligence process.
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Member, Board Of DirectorsEverest Medical Reit 2016 - 2017► Provided strategy, guidance, and recommendations to the Executive Committee on fundraising, development, and long-term strategy.
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Chief Operating OfficerCole Capital 2013 - 2015► Oversaw multiple departments for Cole Capital, including Marketing, Operations, Strategic Planning, Events, Sales Strategy and Analytics.► Generated $5B in annual sales by leading the strategic planning and launch of Cole Credit Property Trust IV, V, VI and Cole Credit Income Trust II and III.► Improved operating efficiency by placing a strong focus on effective management, as well as frequent and transparent communications.► Led a 5-member team at the SVP-level, as well as 60+ indirect reports across 5 separate departments.► Delivered strong increases to employee morale and work-life balance by building a culture with a foundation of collaboration and communication. -
Svp, Strategic PlanningCole Capital 2011 - 2013► Recruited to drive the company’s growth by identifying and analyzing the competitive landscape, market trends, and product and distribution opportunities. ► Increased efficiency and overall sales performance by streamlining existing processes, as well as by introducing new programs and initiatives designed to properly allocate resources.► Authored the 5-year strategic plan; a 65-page document impacting all areas of the organization.► Capitalized on emerging trends to achieve a strong leadership position in the industry and maintained that position through varying market conditions. ► Selected by the C-level executive team as Lead Project Manager for the Cole Credit Property Trust III and Cole Merger, listing on the NYSE for $7.4B.
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Svp, Head Of Client Relations & ServicesIng Funds 2008 - 2010► Promoted to provide executive leadership with complete decision-making ownership for the ING Funds Client Relations and Service Group. ► Held additional ownership and oversight for Business Analytics and SMA Operations departments.► Stabilized revenue following the 2008 economic collapse; reestablished an annual sales run rate of $7B, after falling from $10B to less than $3B.► Improved margin performance by managing a $54M P&L, providing financial guidance that aligned multiple lines of business. ► Effectively managed and maintained 900+ selling group agreements and relationships, partnering with the Head of Distribution to build and manage a client-focused organization.
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Svp, Head Of National AccountsIng Funds 2004 - 2008► Promoted to build and lead the ING Funds National Accounts Group, including establishing and maintaining key distribution relationships in the Independent, Bank, and Wirehouse channels. ► Built effective strategies and business plans that increased production among core firms at home office, research, and divisional levels. ► Increased sales 70% to achieve a $10B annual run rate by driving programs that improved product placement, as well as exposure of ING products.► Generated $2.5B in new assets raised by coordinating the syndicate build and road shows for 4 of ING’s closed-end offerings.► Consistent top performer, receiving the Circle of Excellence Award for delivering a $1.7B raise in the ING Global Equity Dividend and Premium Opportunity closed-end fund.
John West Skills
John West Education Details
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International Finance -
Political Science
Frequently Asked Questions about John West
What company does John West work for?
John West works for Dynamic Capital Investments
What is John West's role at the current company?
John West's current role is C-Level Executive.
What is John West's email address?
John West's email address is jo****@****lth.com
What schools did John West attend?
John West attended Thunderbird School Of Global Management, College Of The Holy Cross.
What skills is John West known for?
John West has skills like Investments, Strategy, Business Development, Financial Services, Mutual Funds, Relationship Management, Management, Finance, Business Planning, Marketing Strategy, Strategic Planning, Sales Management.
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John West
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