John M. Harabedian, Qpa, Qka Email & Phone Number

Cleveland, Ohio, United States

Charlotte, North Carolina Area

1 Equity Way, Westlake, OH 44145

• Industry leader in providing custodial and administrative services for clients investing in non-traditional assetsSENIOR VICE PRESIDENT - SERVICING AND OPERATIONSResponsible for driving process improvement, cost.
• Responsible for all servicing, operations and relationship management to clients and advisors
• Provided services for over 130,000 clients with custody of $12,000,000,000 in client assets
• Reduced operating expenses by $1.5m (15%) in first year while reducing headcount by 15% directly related to the implementation of new controls, procedures and efficiency initiatives
• Operational responsibility for the acquisition of two new businesses in 2015. Successfully converted both while not adding additional headcount
• Operational responsibility for the conversion of our core trust system in 2015. Successfully implemented with no adds to staff

Akron, Ohio

• Responsible for driving processs improvement and a proactive service culture into an organization that was seeking significant growth through acquisition. Realigned the corporate culture to realize significantly.
• Retirement administration / recordkeeping services for 3,500 public and private sector plans
• Responsible for all servicing, operations and relationship management for clients and advisors
• Responsible for all human resources, marketing, facilities and recordkeeping operations
• Leadership and strategic planning – company grew from 48 to 155 employees in four years
• Successfully led the integration of three separate acquisitions while exceeding revenue and net income targets each year. Grew revenues over 300% in four years

Cleveland, OH And Phoenix AZ

• Responsible for the integration of The Hampton Company into Charles Schwab and solidifying Schwab’s entry into the corporate retirement plan industry. Built all trading, conversion and operations departments and.
• Lead officer in the integration of Hampton to Schwab. Restructured costs and customer base while dramatically improving business margins: -100% margin to +20% margin in 3 years
• Responsible for building the entire back office infrastructure in the transition from Hampton to Schwab – SchwabPlan daily valuation product successfully launched nationwide in April 1996
• Company grew from 85 to 500 employees while moving service offering significantly up market. Use of Lean Six Sigma disciplines to ensure internal procedures and controls
• 1,000 plans and 700,000 participants served. $115b AUM, $250m revenues with 23% margin
• Built and had oversight for the following departments: Operations, Client Services, Conversion, Compliance, Call Center and Relationship Management. Responsible for over 400 employees

Akron, Ohio

• Responsible for building the entire back office operations and servicing infrastructure, including all hiring, human resources and facilities functions. Established a highly motivated corporate culture while achieving.
• Established a strong corporate culture that allowed employees to advance in their careers
• Niche consulting firm with an emphasis on small market defined benefit and defined contribution plans, as well as non-qualified plans, 403b and 457 plans
• Launched daily valuation recordkeeping product and built all processes, procedures and staff
• Created a college internship program with the Dean of The University of Akron Business School which included the creation of a 300 level pension course taught by our attorney
• Instrumental in consulting and negotiating the sale of The Hampton Company to Schwab

Financial Management For Senior Executives

Bachelor In Business Administration, Marketing Management